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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZuzwil SgAG für Allfinanzplanung
AG für Allfinanzplanung Logo
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AG für Allfinanzplanung

Summary

About the company

AG für Allfinanzplanung advises clients on insurance, finance and retirement planning. The company provides independent financial planning and supports customers with services such as asset advice, tax planning, home financing, pension planning and legal advice.

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Products & services

Industry:Financial Services
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8
Wealth Management Advisory
Independent wealth management advisory, analysis of the current situation, and development of a targeted concept for financial future.
Retirement Planning
Retirement planning for retirement, family and standard of living; analysis of the situation, an individual and comprehensive planning strategy taking account of current options.
Retirement Provision Planning
Retirement provision planning to prepare for retirement, secure the standard of living, and coordinate the planning, financial and family situation.
Tax Planning
Tax planning as part of financial planning, considering tax aspects in financial decisions and coordinating retirement planning and assets.
Mortgage Financing
Mortgage financing, including questions about the mortgage burden, optimal financing, and coordination with retirement planning.
Insurance Solutions
Insurance solutions as part of independent advisory services regarding insurance, finances and retirement planning.
Family Office
Family Office for coordinated management of financial matters with a single contact person and a network of banks, insurers, lawyers and authorities.
Legal Advisory
Legal advisory for private legal matters, including marriage contract, inheritance contract, will, executorship, advance care mandate, and general power of attorney.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Kirchweg 1
9524 Zuzwil Sg
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
09:00 - 18:00
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.341.265
Founded
2003 · 23 years
Last commercial register change
May 28, 2024
Employees
1 to 10

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