IT Financial - Grow Wealth, Cut Taxes

βœ… Helped over 361 clients πŸ“ˆ Tax-optimized investing for IT professionals πŸ‡©πŸ‡ͺ

IT Financial - Grow Wealth, Cut Taxes
4.96 out of 5
Excellent
14 Reviews
Contact information
βœ… Helped over 361 clients πŸ‡©πŸ‡ͺπŸ‡¬πŸ‡§
πŸ“ˆ Tax-optimized investing for IT professionals in Germany πŸ‘¨πŸ»β€πŸ’»

Contact information

IT Financial - Grow Wealth, Cut Taxes
Ahornweg 20
83342 Tacherting
Germany

Contact person
DS Financial UG (haftungsbeschrΓ€nkt)

Websites

Social Media

100% Recommended
5 stars 13
3 stars 0
2 stars 0
1 star 0
Excellent (4.76)
Cost-performance ratio
Excellent (4.92)

14 Reviews on ProvenExpert.com

4.96 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
My experince with Davis and Alex was awesome. They suggested me several options to invest such as real estate, private pension insurances. They were also very honest and helpful. I am looking forward to stay contact with them and continue my investments with their help. I can definitely suggest to everyone
Customer review & rating for:
Review Mailing
12/12/2024Yusuf
5.00 out of 5
Excellent
Recommendation
Alex' unparalleled expertise in the intricate nuances of private health insurance was a game-changer for me. His comprehensive approach and patient explanations turned a once-daunting process into a remarkably smooth experience. I wholeheartedly recommend his services to anyone seeking clarity and support. πŸ˜‡
Customer review & rating for:
IT Financial - 2025 - Proton
12/11/2024Rahul Sharma
5.00 out of 5
Excellent
Recommendation
Davis helped me a lot. My finances are better now, and I feel much happier. Thank you!
Customer review & rating for:
IT Financial - 2025 - Proton
12/11/2024Carlos Mendes
5.00 out of 5
Excellent
Recommendation
I am very interested in finance and unfortunately I have often had negative experiences with financial advisors who have thrown half-knowledge around. That's why I was also prejudiced against Davis. At the beginning, he assessed my current situation and my wishes and then gave me really good advice. He really knows his stuff and you don't have to ask a lot of questions because he addresses them anyway. He was always able to answer detailed questions. He is also - unlike other "financial advisors" - not pushy and totally pleasant.
Definitely worth a try. As of now, I haven't taken out anything with him, but I still might 😊
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Customer review & rating for:
IT Financial - 2024
03/27/2024Murat Az
5.00 out of 5
Excellent
Recommendation
Not only extremely professional, but also very direct and transparent in their recommendations. As a software developer, I value clear and concise communication and Davis delivered just that. He was able to create a customized strategy and explain it in an understandable way.
He and his team gave me the confidence to make informed decisions.

As a result, I have purchased an investment property and am now tax deducting my ETFs.
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Customer review & rating for:
IT Financial - 2024
03/27/2024Samuel - Senior Developer
5.00 out of 5
Excellent
Recommendation
I got to know Davis as a friendly and competent consultant. Questions were answered quickly and straightforwardly. I am really very satisfied with him and can only recommend him to others.
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Customer review & rating for:
IT Financial
01/24/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Excellent service and expertise
As someone who was always skeptical about financial advice, my expectations were far exceeded here. The comprehensive advice and, above all, the personalized calculations showed me that the topic is deeper than I thought.
I actually felt that I was in very good hands and received excellent advice. I was particularly impressed by the way they dealt with my special situation as a freelancer in the IT sector. I was able to optimize my taxes and invest wisely in my future at the same time. I was also able to drastically reduce my health insurance costs.
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Customer review & rating for:
IT Financial
10/27/2023Alexander Schmidt
4.40 out of 5
Good
Recommendation
IT Financial is what I needed! It's all about holistic financial strategies. The advice is first-class and individual. I am very satisfied and look forward to the next steps. 4 stars, as I can't yet assess the long-term service. But I will update this when I can report on it.
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Customer review & rating for:
IT Financial
10/27/2023Maximilian K.
5.00 out of 5
Excellent
Recommendation
There are many consultants on the Internet who promise you the blue sky.
But I wasn't sold anything here, I was given a comprehensive strategy. My finances feel better now. I have already recommended a friend. Really great!
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Customer review & rating for:
IT Financial
10/24/2023Niklas Weber
5.00 out of 5
Excellent
Recommendation
Although I had previously sought advice online, it felt more like a product sale there. Sure, they had a lot of information, but there was no coherent strategy. At IT Financial, I got a customized financial strategy that fit my profile and goals perfectly. I am really impressed with the quality and depth of the advice.

Unfortunately, there is no app for customer service yet, which would greatly improve the user experience. Therefore, I deduct one star for 'customer service'. But apart from that, IT Financial is a great option
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Customer review & rating for:
IT Financial
10/23/2023Henrik Berger
5.00 out of 5
Excellent
Recommendation
I became aware of the topic of ETFs and saving taxes through an advertisement from IT Financial. As a software developer, I know how important it is to use resources efficiently, and that also applies to my finances.
From the very first minute, it was clear that they knew exactly what they were talking about. They explained the world of ETFs to me in a way that was informative, easy to understand and completely transparent. And the best part? They showed me how to tax-optimize my investments, which was a real eye-opener for me as someone who wants to get the most out of every euro.

I was guided through the whole process, from my personal goals to creating a customized strategy and setting up all the investments. It's a great feeling to know that my investment will bring returns and at the same time I have the opportunity to save tax in the long term.

To summarize, my experience with IT Financial has gone far beyond my expectations.
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Customer review & rating for:
IT Financial
10/19/2023Marcus Hauptmann
5.00 out of 5
Excellent
Recommendation
Thank you Davis for the great advice! I found out about him via Instagram. His schedule was a bit full, but otherwise everything was great! The promises were fulfilled.
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Customer review & rating for:
IT Financial
10/19/2023Felix Wagner
5.00 out of 5
Excellent
Recommendation
In IT, security and performance are everything. That's exactly what IT Financial offers me in the world of finance. Davis has managed to explain complex financial products in a simple and understandable way. The tailor-made solutions have not only minimized my tax burden, but also accelerated my wealth accumulation. A must-have service for anyone in the IT industry. Recommended without a doubt!
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Customer review & rating for:
IT Financial
10/18/2023Sebastian Wolff
5.00 out of 5
Excellent
Recommendation
With Davis and his company IT Financial, I have finally achieved the financial security I was looking for. As someone from the IT industry, I appreciate transparency and clarity, and that's exactly what I get here. I'm impressed with how customized and time-efficient the solutions were for me. A real game changer for my finances. Absolutely recommendable!
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Customer review & rating for:
IT Financial
10/16/2023Tim Lehmann
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All reviews and experiences about IT Financial - Grow Wealth, Cut Taxes are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 10/13/2023  |  Last update: 12/12/2024   |  Report profile

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