Independent financial and insurance advisory with a focus on advisory services for physicians, retirement provision and wealth accumulation, based in Aachen.
Delphis GmbH
AachenNew on Amplifa
About us
Delphis GmbH, headquartered in Aachen, is a financial services institution whose core activities are independent financial advice, insurance brokerage and wealth advisory. The company develops individual financial concepts and supports its clients on a long-term basis in areas such as retirement provision and protection, health and long-term care, investments and wealth accumulation, as well as real estate and financing. A particular focus is placed on advising physicians and dentists on setting up their own practice and on business-related matters. Delphis GmbH was founded in 2002 and is registered with the Amtsgericht Aachen local court under HRB 10518. Contact persons are Judith Palm and Sandra Pfeiffer. The office is located in the Vaalserquartier district of Aachen.
- Site
- Aachen
- Processes
- Independent financial advice / financial concepts, Insurance brokerage, Wealth accumulation / investments, Real estate & financing, Retirement provision & protection, Health & long-term care, Physician advisory & practice establishment
- Industries
- Financial services, Insurance brokerage, Financial services / insurance brokerage (WZ 66.22.1)
- 01
Initial consultation
- 02
Preparation of financial concept
- 03
Brokerage of insurance, building savings and investment products
- 04
Long-term support and adjustment
Locations
Aachen
DEHead office / advisory office
Service Areas
Inside the production
Industries
Additional services
History
- 2002
Foundation of Delphis GmbH
- 2005
Last register change in the commercial register (07.01.2005)