Company Information

Get to know Finanzplaner Forum

Founded in 1994, Finanzplaner Forum GmbH is a network of independent financial planners based in Germany. The company's mission is to provide holistic, transparent, and client-focused retirement planning and financial advice, independent of banks and insurance companies. They offer services to private clients, entrepreneurs, and freelancers, focusing on creating comprehensive financial strategies that cover asset accumulation, risk management, and pension planning. The company supports its affiliated planners with specialized software, continuing education, and a collaborative network to ensure a high standard of service.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Finanzplaner Forum

Germany

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.