close

Financial advisors, consultants and services in Germany

Financial advisors, consultants and services in Germany

If you are an expat in Germany, or if you are considering relocating in the near future, having a solid, long-term financial plan is very important. It is therefore worthwhile to seek reliable financial advice, in addition to consulting with a tax advisor and a mortgage broker.

If you’re seeking financial advice for the first time, take a look at our list of expat-friendly, dependable financial consultants below. They all have a number of services and products to offer to internationals, including pension and retirement planning, wealth and asset management, investments, tax advice and financial advice about issues such as BREXIT and FATCA.

  • Beacon Global Advisors helps educate and advise US Expats and US connected individuals throughout the world on efficient investment practices, and provides financial advisory services aimed at helping to navigate the complexities of US portfolio management while abroad.

    View more Beacon Global Advisors facebook

  • Fundsback has one primary mission – to help people place their claims with the German pension insurance and receive any refunds for which they are eligible. If you want to start now, please go to our Pensioncheck link.

    View more Fundsback facebook

  • We are an independent investment advisory firm licensed & regulated across Europe. We are Europe’s first truly independent investment advisory firm dedicated to the specific needs of expats & international professionals. We provide expert goal-based financial planning, investment and retirement advice specific to your needs. We are expats too.

    View more

  • I am a financial advisor, certified by the Institute for Market Studies (IEB) in Madrid, Spain. I can assist you in Spanish, German and English. I help my clients manage and plan their retirement, savings, insurances and investments in Germany. Relocation is not an easy path, so knowing the social regulations, necessary insurances, credits or subsidies from the German state is essential.

    View more

  • Join our community of expat clients looking for digital, holistic, multilingual financial planning. We cater to professionals, academics, entrepreneurs, and families on topics such as insurances, wealth management, real estate, investments, corporate solutions, and more. Because financial freedom should be a right, not a privilege.

    View more HORBACH Expats linkedin HORBACH Expats instagram

  • Horizon65 is a fintech and a truly independent financial advisor focussed on long-term investment options in Germany. They are working on launching their own Pan-European pension plan (PEPP) leveraging the latest EU regulations and have helped many expats with their financial planning.

    View more

  • Investments should not feel like a foreign language. At Investors Abroad we show expats simple ways to manage their finances, switch from a consumer to an investor mindset and make long-term investing a priority. If you want to learn how to invest your money on your own, then you're in the right place.

    View more Investors Abroad linkedin Investors Abroad instagram

  • Is your go-to place for women who are looking for competent advice and solutions that brings them closer to their financial goals. From women for women we workshop, consult and support you on your unique carefree retirement planning, saving plans and insurance options in Germany.

    View more FrauFUTURE facebook FrauFUTURE twitter FrauFUTURE linkedin FrauFUTURE instagram

  • Chambervelt, Rooselain & Cie have specialized in advising expats on insurance and finance since 2005. Knowing that most, if not all, issues in finance are interconnected it's important for us to be a true partner for a client, as an independent financial advisor should be and it's essential to cover the full scope of required services – the entire 360° of finance and insurance.

    View more

  • finbird digital provides mortgage and property consulting for expats throughout Germany. We act as a sparring partner regarding your long-term financial plan and work closely with specialised partners along the entire financial planning spectrum (pension planning, insurance options, investing plans). Contact us for professional advice in English.

    View more finbird.digital facebook finbird.digital linkedin finbird.digital instagram

  • Pensionfriend is Germany’s flexible, low-cost and smart pension plan that combines high performance ETFs with attractive tax benefits. Profit from unbiased advice and an outperforming portfolio mix. Their English-speaking experts will help you build your safe and sound financial future.

    View more Pensionfriend facebook Pensionfriend twitter Pensionfriend linkedin Pensionfriend instagram Pensionfriend youtube

  • Your partner for a successful refund of your German pension contributions! Over 15 years of experience make us deliver excellent customer service and a smooth & quick refund experience. Claim Your German Pension Refund Online today! Our success-based service fee only applies after your refund has been granted.

    View more Germany Pension Refund – Easy, Quick & Secure since 2007 facebook Germany Pension Refund – Easy, Quick & Secure since 2007 linkedin Germany Pension Refund – Easy, Quick & Secure since 2007 instagram