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sobota, 04 apríl 2020

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Viac ako 15 rokov poskytujeme služby na finančnom trhu. Pracujeme ako podriadený finančný agent pre spoločnosť Universal Maklérsky dom a.s.

Začínali sme v oblasti neživotného poistenia a počas svojej činnosti sme sa vyprofilovali na sprostredkovateľov ktorý dokážu svojich klientov zastrešiť komplexne a pôsobíme v oblasti:

  •     životného poistenia,
  •     investovania,
  •     poistenia priemyselných rizík,
  •     majetkového poistenia občanov,
  •     v oblasti sprostredkovania úverov a leasingov,

Klientom poskytujeme objektívne informácie, zvýšenie príjmu z investícií, úsporu času a peňazí.

V praxi to vyzerá tak, že ponúkame komplexný servis, ktorého súčasťou je:

  •     preskúmanie existujúcich zmlúv,
  •     konzultácie,
  •     sprostredkovanie produktov a
  •     následná starostlivosť o klienta až po asistenciu pri likvidácii poistných udalostí.

Pôsobíme v Novom Meste nad Váhom a Piešťanoch a priľahlom okolí.

Spolupracujeme 28 významnými finančnými spoločnosťami. Pracujeme na neustálom zvyšovaní našej profesionality vo vzťahu ku klientom partnerom a konkurencii. Optimálne riešenia „šité na mieru“ pre klientov hľadáme prostredníctvom nezávislej finančnej analýzy a širokého portfólia produktov. .


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