Financial Partners SA

4.5·24 reviews
Rue de la Servette 94, 1202 Genève, Switzerland, Geneva, Switzerland
Veted AI Summary

Geneva-based financial advisor offering pension, insurance, and real estate services with mixed reliability records.

What customers love

  • Tailored financial solutions across multiple service areas
  • Professional team that listens to client needs
  • Responsive availability during contract negotiation phase

Worth noting

  • Undisclosed conflicts of interest favoring high-commission insurance products
  • Deceptive contract terms and hidden fees not clearly explained; unresponsive after sale

Best for

Clients seeking pension and insurance advice who thoroughly review contract terms independently.

Attribute scores

Quality of Work72
Experience45
Responsiveness68
Customer Rating90
Price vs Market Avg.55

Recent reviews

alexandra MEISSL6mo ago

⭐️⭐️⭐️⭐️⭐️ I used Financial Partners' services in several areas (pension, insurance, and real estate) and I was completely satisfied with the support I received. All the services provided were remarkably efficient. The team is very professional, attentive to our needs, and truly takes the time to analyze each situation in order to offer tailored and advantageous solutions. I highly recommend this firm. A big thank you to the entire team, and especially to Ms. Mendes, for her professionalism and availability.

Gaëlle Ramusat-Maillard1y ago

A terrible experience with this agency! I'm surprised to see so many positive reviews about Ms. Mendez... My family and I took out third-pillar pension plans with her, and we later discovered that the information she provided was deceptive and dishonest. Furthermore, she only offers contracts with one insurance company because it's the one that pays the trustees the most, to the detriment of the client. Ms. Mendez acted deceitfully, failing to clearly explain the terms and hidden fees of the various contracts. Because of her, we lost a lot of money and are extremely angry, as despite numerous follow-up attempts, she never responded to our messages. However, when it comes to drawing up contracts, she knows how to harass people with a barrage of calls. I strongly advise against using this agency and recommend that anyone interested in a third-pillar pension plan carefully review the terms and conditions before committing.

anthony marques2y ago

Ms. Mendes is great, thank you for your work, very responsive and dynamic... I highly recommend her!

Amina Richard2y ago

Ms. Mendes was very professional and available. She was able to answer my questions and suggest the insurance product that best suited my needs.

Luboslav Hristov5y ago

I was very well served and I am completely satisfied with the advices that I've received :) I can only recommend!