Matz-Townsend Finanzplanung
Fairness as a basis
Are you looking for financial advisors who put fairness and professionalism first? Independent, personal advice and continuous relief in financial decisions? You want financial concepts that are holistically tailored to your interests, your family's life planning or your business goals?
Then you have come to the right place.
The focal points of our owner-managed company are financial planning, pension strategies, generational advice, investment fund portfolios and health insurance.
We bring time, fine ears and decades of experience to help you set the right course for your finances. So that you can shape your future in a stable, low-risk and profitable way for the long term. We are experienced market experts, always keep an eye on current developments in the economy and politics and focus on long-term returns and risk avoidance. And: we are thorough, explain and ensure transparency around all steps and decisions.
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Team
Cathy J. Matz-Townsend
Financial planning and provision
Graduate in business administration (FH), Certification as a certified financial services provider specialising in health insurance and strategic pension planning from FiFa Verband Finanzdienstleistung (Financial Services Association)
John Townsend
Investment fund portfolios
Studied at the London School of Economics - B.Sc. (Econ) and at the University of Santa Clara in California - MBA, Fellow of CISI Chartered Institute for Securities & Investment (U.K.), Decades of experience in the investment markets
SPECIALISED IN:
Krankenversicherungen
- Private Kranken-Vollversicherung
- Gesetzliche Krankenversicherung
- Kranken-Zusatzversicherungen
Weitere Personenversicherungen
- Pflegeversicherung
- Dread-Disease- Versicherung (schwere Krankheiten)
- Berufs-/Erwerbsunfähigkeit
- Absicherung gegen Todesfall
- Unfallversicherung
Finanzanlagen
- Offene Investmentfonds
- Geschlossene Investmentfonds
Contact details
- Matz-Townsend Finanzplanung
- Hohlweg 9
- 65366 Geisenheim
Association memberships
Approvals
This broker has the following trade licences:
Status: Versicherungsmakler
Imprint
Customer recommendation
4.95
of 5
Experience
Overall rating company
Reviews total
4.95
of 5
(30 Reviews total - thereof 30 from other sites )Total recommendations
unreservedly recommendable
Experience
positive
Ratings according to main criteria
Personal
Customer service:
Benefits and added value
Product and performance
Advice and information
30 ratings from other pages
Contact Matz-Townsend Finanzplanung:
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