Marcel Plum Finanzkanzlei | German Sherpa & SwissLife Select

Marcel is an experienced and knowledgeable professional with profound knowledge of insurance, finance, and investments. Shared practical tips and guidance and explained those in simple language. Detailed transparency of information...

Explains everything clearly and puts customers interest first.Very professional and reliable! Recommended

Marcel has really spent time and effort to share the explanation in detail.He is friendly experienced and courteous.It is a pleasure to connect with Marcel

Great service! I’ve been with Marcel for a lot of services and he has been superb everytime

Very helpful for expats. Marcel and his team is super friendly and always there to help you even if you have questions outside their professional profile.

Ich habe mit Herrn Plum sehr gute Erfahrung gemacht. Er ist auf alle meine Wünsche eingegangen und hat mir in alle belangen helfen können. Vielen Dank

Marcel is an accomplished financial coach. He along with his team brings multiple years of experience to help his clients achieve their dream of financial freedom. He proposes feasible solutions as per client's needs and give end2end support until the goal is achieved. I would highly recommend him to all of you.

I am more than happy to get consulted by Marcel for my personal financial planning and goal setting. For 2 years, I was in a major financial muddle before meeting him and speaking directly to him turned out to be the best decision and that is what I was always looking for. I would say that he does the best consultations in English among all the others. The things which I liked the most were that he gives consultations in English which are free of cost and to the point solutions which are super easy and reliable.

Working as a client with Marcel from German Sherpa & SwissLife Select was an awesome experience!He was super clear in his explanations and gave me plenty of time to understand everything. Plus, he was professional while still being friendly and approachable.Marcel's knowledge of German finance and investment setor is top-notch, and he totally gets the expat perspective, which was a huge plus for me. He gave me advice that was tailored to my specific needs, and I felt like I was in good hands the whole time.I would totally recommend Marcel and German Sherpa to anyone looking for financial advice or investment guidance in Germany. They're the best!

Marcel is very kind, professional, and patient, and he explains all the fine details of the project no matter how many times you ask.I would definitely recommend a call with him to get more information.