Wojciech Łopata Financial Advisor

5.0·23 reviews
Marcelińska 16, 60-801 Poznań, Poland, Poznań, Poland
Veted AI Summary

Poznań-based financial advisor specialising in insurance, loans, and leasing with a decade-long client base.

What customers love

  • Always reachable by phone, even in last-minute situations
  • Explains complex financial matters in plain, calm language
  • Never pushes unnecessary products; recommends only what fits client

Best for

Individuals or businesses needing long-term, trusted financial and insurance advisory in Poznań.

Attribute scores

Quality of Work97
Established45
Responsiveness96
Customer Rating100
Price vs Market72

Recent reviews

ola patela1mo ago

Complete professionalism! I recommend Wojtek as an advisor! He will help, advise, and analyze every aspect!

Mateusz Puślecki1mo ago

Working with Mr. Wojciech Łopata is top-notch. He is exceptionally professional, reliable, and committed to completing assigned tasks. He always demonstrates excellent knowledge of financial matters, and his recommendations are based on detailed analysis and current market knowledge. Mr. Wojciech Łopata is distinguished by his impeccable manner, responsibility, and ability to build positive relationships. Communication is efficient and transparent, and all issues are explained in a clear and objective manner. His punctuality, availability, and willingness to provide support even in the most challenging situations deserve special recognition. I wholeheartedly recommend working with this financial advisor to anyone seeking professional and effective financial support.

Jakub Brzeziński5mo ago

Wojtek helped me with a company lease from scratch. We managed to negotiate the terms and receive a positive decision within a few days. Furthermore, he provided excellent care and support during the car pickup and registration process, and was always in touch. As a customer, I'm satisfied and happy to be driving my dream car. I highly recommend it.

Łukasz Raszewski6mo ago

We've been working with Wojtek for over a decade. He's truly trustworthy and very knowledgeable. We highly recommend his services. We feel very well taken care of by him, financially speaking, of course.

Katarzyna Półtorak7mo ago

I've been working with Wojtek for many years and can confidently say that he's one of the most professional and dedicated specialists in finance, insurance, and loan transfers I've ever met. He always answers the phone, addresses every question, and can explain even the most complex issues in a simple, calm manner. He's also an incredibly warm and kind person—he never pushes unnecessary solutions, but honestly suggests what's truly best for the client. He's saved me many times at the last minute, for example, when purchasing travel insurance. Wojtek is helpful, reliable, and 100% trustworthy. I'm glad we've had such a good working relationship over the years, and I wholeheartedly recommend him to anyone looking for complete professionalism combined with a human touch.