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Financial advisor in Wiesbaden.
We offer you personal financial advice in Wiesbaden. As your financial advisor, we are here to help you achieve your financial goals and secure your future.
You want:
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achieve your long-term financial goals?
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Dealing with complex financial situations? (Inheritances, tax planning or starting a business)
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Optimize your return?
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Manage your risks?
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Make valuable use of your time?
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An independent financial advisor?
With tailor-made solutions and personal investment advice, we support you in optimally managing and increasing your assets.
We now bring over two decades of experience and in-depth expertise to assist you with all your financial matters.
We strive for your financial happiness.
Your financial advisor in Mainz.
Carsten R. Streb.
Why Carsten R. Streb as your financial advisor in Wiesbaden?
Our most valuable asset is our expertise.
With over two decades of solid knowledge and practical experience, we distinguish ourselves as asset advisors from other providers.
Our consulting philosophy is based on scientific findings that we continuously update and expand.
2000
Insurance and Finance Merchant (IHK)
2003
Diploma in Business Administration
2006
Lecturer (CU)
2012
Executive Master of Business and Administration | Focus: Financial Planning
2014
Executive Financial Consultant (CU)
2023
Financial Economist (EBS Executive School)
Our clients particularly value our reliability and the trust we place in them.
We act as your personal contact and always keep an overview of your individual situation and goals.
With our extensive experience and professional expertise, we are at your side as a reliable partner for sound asset advice and planning.
Our location in Wiesbaden.
Wiesbaden
CoWork, -Meeting | Heimathafen-Wiesbaden
Gerichtsstraße 2
65185 Wiesbaden
Your added value through our investment advice.
Holistic recommendations
Our advice is based on harmonizing and complementing our recommendations to support long-term, important decisions.
The focus is on your individual goals.
Sustainability in Focus
What values and principles are central to you? How do you want to invest your capital and what impact do you want your investments to have? Is sustainability an important aspect for you?
We adapt your investment to your sustainability preferences.
Individual concepts
Our services include a comprehensive analysis and the development of tailor-made concepts in the areas of insurance, retirement planning and wealth creation. In addition, we offer detailed and understandable investment advice.
Personal advice
We understand that financial advice is an extremely personal matter. That is why we offer not only financial advice, but also a trusting relationship and personal advice on an individual level.
Long-term care
We also offer optional long-term support and advice. This not only ensures that your assets are protected, but also that they increase and that you have a stable financial future.
carefree everyday life
Our goal is to help you live a stress-free everyday life so that you can focus on the things that really matter - your life!