Founded in 2008, crestfinanz GmbH is an owner-managed, independent financial consulting company. The firm provides holistic advisory services for private individuals, families, and business clients. Its core mission is to offer objective, transparent, and long-term financial planning and wealth management, free from conflicts of interest with banks or insurance companies. Their main services include wealth management, financial planning, retirement planning, real estate financing, and insurance brokerage.

Founded in

Germany