Independent advisory for insurance and financial planning, specialised in self-employed professionals, freelancers and GmbH managing directors
Hermansdorfer Finanzservice GmbH
Rosenheim (Max-Josefs-Platz 5) · Prien a. ChiemseeNew on Amplifa
About Hermansdorfer Finanzservice GmbH
Hermansdorfer Finanzservice GmbH was founded in 2014 and is an independent financial services provider based in Rosenheim with an office in Prien am Chiemsee. The company specialises in advising and supporting self-employed professionals, freelancers and GmbH managing directors in the areas of insurance and wealth building. Its range of services covers the entire insurance sector for private and commercial risks, financial planning including retirement provision, wealth building, retirement planning as well as investment real estate. The firm reviews available insurance products independently and creates tailored insurance concepts and financial plans. A premium service package includes, among other things, complete contract administration, annual risk analyses, emergency planning, powers of attorney for healthcare and advance care directives, and an office service. The company serves around 1,500 clients with approximately 10,000 managed insurance policies and was certified to DIN ISO 9001 in February 2024.
- Site
- Rosenheim
- Processes
- Insurance advisory (private and commercial), Financial planning, Retirement provision planning, Wealth building, Investment real estate, Video consultation, Premium service incl. contract administration, risk analysis, emergency planning, powers of, Claims handling
- Materials
- Commercial Insurance, Retirement Provision Planning, Income Protection, Investment Real Estate, Premium Service Package
- Certificates
- DIN ISO 9001, ISO 9001
- Founded
- 2014
- Industries
- Self-employed professionals, Freelancers, GmbH managing directors
- 01
Initial consultation and complete analysis
- 02
Analysis of the insurance portfolio and financial situation
- 03
Preparation of individual recommendations and concepts
- 04
Implementation of insurance coverage and financial planning
- 05
Ongoing support, contract administration and claims handling
Services
Commercial Insurance
Individual insurance coverage for companies from conceptual design to the finished insurance concept.
Retirement Provision Planning
Analysis of the pension gap and tax-efficient structuring of retirement provision.
Income Protection
Occupational disability insurance to secure financial existence in an emergency.
Investment Real Estate
Brokerage of investment properties through a partner network, including listed heritage properties.
Premium Service Package
Annual risk analysis, financial planning, emergency planning, powers of attorney for healthcare and advance care directives, contract administration and office service.
Locations
Rosenheim
DEHead office/Office
Prien a. Chiemsee
DEOffice
Service Packages
Inside the production
Industries
Additional services
Quality and Certification
Hermansdorfer Finanzservice GmbH has been certified to DIN ISO 9001 since February 2024. On the review platform ProvenExpert, the company achieves an average rating of 4.98 out of 5.0 points.
| Evidence | Rosenheim |
|---|---|
| ISO 9001 |
Company History
- 2014
Founding of Hermansdorfer Finanzservice GmbH with offices in Rosenheim and Prien am Chiemsee
- 2017
Cooperation partnership with entelco GmbH (energy supply and telecommunications)
- 2018
Introduction of a service app in collaboration with VEMA Versicherungs-Makler-Genossenschaft eG
- 2024
Award of DIN ISO 9001 certification in February