Company Information

Get to know Finanzplanung360 GmbH

Finanzplanung360 GmbH is an independent financial planning and advisory company headquartered in Regensburg, Germany. The company operates on a "360-degree" principle, aiming to provide comprehensive and holistic financial strategies for private clients. Its core business revolves around developing customized plans for wealth accumulation, retirement planning (Altersvorsorge), risk management, and insurance brokerage. As an independent advisor, it emphasizes providing transparent and product-agnostic guidance to help clients achieve their long-term financial objectives.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Finanzplanung360 GmbH

Germany

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.