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Financial and wealth advisory with independent product selection in retirement planning, investment and insurance protection

BE

Bernd Mayer GmbH

Poing · Head OfficeNew on Amplifa

2005Founded
0–9Employees
€25,000Share capital
HRB 157530 (Munich Local Court)Commercial Register

About Bernd Mayer GmbH

Bernd Mayer GmbH, based in Poing near Munich, is an independent advisory firm in the field of financial services, active in all areas of the financial market. Founded in 2005, the company offers investment and tangible asset investment concepts such as lump-sum investments, savings plans, withdrawal plans and employee savings (VL) as well as retirement planning concepts for private, corporate and state-subsidised pension provision. Its service portfolio also includes the establishment of working time accounts (Zeitwertkonten) and the brokerage of insurance policies, corporate shareholdings and investment fund units under the exemption provision pursuant to Section 2 (6) sentence 1 no. 8 KWG. Product selection and working methods are independent; clients can choose between fee-based or commission-based remuneration and various pricing models. The company is registered as a GmbH in the commercial register of the Munich Local Court under HRB 157530 and is managed by two managing directors. It is a service provider, not a manufacturing company.

Site
Poing
Processes
Investment and tangible asset investment concepts (lump-sum investments, savings plans, withdrawal, Retirement planning concepts (private, corporate, state-subsidised), Establishment of working time accounts, Brokerage of insurance policies, Brokerage of corporate shareholdings, Brokerage of investment fund units (Section 2 (6) sentence 1 no. 8 KWG exemption provision), Fee-based or commission-based advisory with various pricing models
Materials
Investment and tangible asset investment concepts, Retirement planning concepts, Working time accounts, Insurance brokerage, Brokerage of investment fund units
Founded
2005
Industries
Financial services, Insurance brokerage
  1. 01

    Advisory and needs analysis

  2. 02

    Product selection

  3. 03

    Brokerage

  4. 04

    Client care

Services

ANLAGE

Investment and tangible asset investment concepts

Lump-sum investments, savings plans, withdrawal plans and employee savings (VL) with independent product selection.

VORSORGE

Retirement planning concepts

Private, corporate and state-subsidised retirement planning concepts.

ZRK

Working time accounts

Establishment of working time accounts for companies and employees.

VERS

Insurance brokerage

Brokerage of insurance products as a registered broker.

FONDS

Brokerage of investment fund units

Brokerage pursuant to Section 2 (6) sentence 1 no. 8 KWG.

Locations

Poing

DE

Head Office

Industries

Financial servicesInsurance brokerage

Additional services

Investment and tangible asset investment concepts (lump-sum investments, savings plans, withdrawalRetirement planning concepts (private, corporate, state-subsidised)Establishment of working time accountsBrokerage of insurance policiesBrokerage of corporate shareholdingsBrokerage of investment fund units (Section 2 (6) sentence 1 no. 8 KWG exemption provision)Fee-based or commission-based advisory with various pricing models

History

  1. 2005

    Registration in the commercial register (HRB 157530, Munich Local Court) on 18 March 2005

  2. 2022

    Register announcement of 18.08.2022: business address changed, now Bgm.-Ametsbichler-Ring 22, 85586 Poing

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