Patrick Ott at American Express Finanzmanagement GmbH offers a free advisory and quotations service on all kinds of insurance and financial planning for English-speaking clients in Germany. Click to make a free enquiry. The following services are included:
Insurances: | Pensions: | Investments: | ||
Health insurance | Private pension plans | Investment planning | ||
Renter's insurance | Corporate pension plans | Asset allocation check | ||
Home owner's insurance | Tax saving pension plans | Markowitz portfolio analysis | ||
Legal insurance | Tax saving investments | |||
Car insurance | Real estate investment | |||
Disability / life insurance | Private equity investments |
About American Express Finanzmanagement GmbH:
German laws, rules and regulations are the most complicated in the world. As an annoying side-effect for Expats, simple issues like finding the right health insurance, custom-tailored pension plans or alternative investment opportunities which fit your personal profile can be very tiring without some expert advice. Furthermore: Your financial life is as individual as a fingerprint. That's why having your own American Express financial advisor is so important in order to get a really personalized, financial plan based on your daily needs, long-time objectives, goals and dreams. Our long experience from financial planning in the USA has provided us with the knowledge that people with a financial plan are more satisfied with the planning and management of their financial affairs than others. Empirical evidence tells us, too, that baby boomers who have worked with a financial advisor have nearly twice as much in retirement savings.
For more then 150 years American Express has been offering exclusive, premium financial services and competent support. Today, 55 million people all over the world trust in American Express. Here in Germany we offer bi-lingual English/German advisory for those native English speakers who require top professional services and consultancy. Your contact in our German offices, Patrick O. Ott, is a highly accomplished professional of 39 years with profound experience in finances and with a degree from the Harvard Law School in International Taxation as well as a Master of Public Administration from the Harvard John F. Kennedy School. The advisory service is free of charge and open for American Express Card Members as well as for those living in Germany, who are not enjoying all the benefits of being an American Express Card Member yet. We can offer service and advice either at our offices all over Germany, or at your home or place of business.
If you like to be contacted in confidence, please send an enquiry to Patrick Ott using the form below. He will answer you within 48 hours at the latest. For direct contact to Patrick please call 0700 226525688 (from within Germany). Note that all quotations and advisory services are free of charge.
American Express Finanzmanagement GmbH
Senior advisor: Patrick Ott
Tel.: 0700 226525688
Addresses of selected offices throughout Germany:
Luisenstraße 46, 10117 Berlin
Theodor-Heuss-Allee 112, 60486 Frankfurt
Weidestraße 134, 22083 Hamburg
Im Mediapark 4d, 50670 Cologne
Leopoldstraße 254, 80807 Munich