With FinEvo, you can quickly and easily find certified financial and insurance advisors in your area or online. Whether it's retirement planning, wealth building, real estate financing, or insurance coverage – FinEvo connects you with the right expert.
Your advantages with FinEvo:
? Find, compare, and book advisors: Find certified, independent advisors for your individual financial and insurance needs – by location, area of expertise, and ratings.
? Schedule an appointment directly in the app: Book in-person or digital consultation appointments in just a few clicks – completely flexible.
?? Transparent profiles & customer reviews: Get to know your advisors – with real customer reviews, qualifications, and specializations.
? Comprehensive consultation documentation: Every consultation is documented in a legally compliant and transparent manner – including the conversation history, recommendations, and decision-making criteria. This way, you always have an overview.
?️ Always independent: No hidden costs or sales pressure – you choose the advisor that's right for you.