Carefinance GmbH
Customer reviews are limited, verify references directly before hiring.
Worth noting
No recurring concerns found across reviews.
Best for
Standard residential work with prior reference checks.
Attribute scores
Recent reviews
Around 2 years ago I started the collaboration with Joël Meyer. From the very beginning, his advisory was structured, transparent, and tailored to my personal situation. I especially appreciated the honest assessment as well as his ability to explain even complex topics in a clear and solution-oriented manner. It was as of the beginning evident that his focus is not on short-term transactions, but on building a sustainable, long-term relationship with me. Joël Meyer is very competent, reliable, and trustworthy. I can highly recommend the various financial services of Carefinance and him as a consultant.
Joel Meyer from Carefinance stands out for a professional, clear, and transparent approach. Working with him is efficient, smooth, and reliable. Highly recommended.
Mr Maric from CareFinance team is an outstanding financial expert who guided us through critical investment decisions, including the successful purchase of our first property in Switzerland. His deep expertise in financial planning shines through as he recommends tailored products—like pillar 3a, auto, and personal liability solutions—always based on our needs and never business incentives. Trustworthy, highly knowledgeable, and genuinely client-focused—Mr. Maric is the advisor anyone would be lucky to have
Marko guided us through our financial planning and helped us choose the right 3a pillar. His knowledge and patience made the whole process easy to understand, and he was always available whenever we had questions. You can tell he genuinely cares about his clients and wants the best for them. We feel very well supported and are extremely satisfied with his services. I can highly recommend him to anyone looking for a trustworthy and reliable financial advisor.
This was definitely a very positive experience. Our allocated advisor, Mr. Samuel Glaser was very competent, reliable, friendly and patient to answer the many questions we had. He took us through the process step by step and ensured that we are happy with our choices. Even during corona times, we scheduled two individual online meetings to identify the best options for us. He is THE BEST and I fully recommend him and his company (who is very lucky to have him). And he speaks very fluent English :)