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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingChailly-MontreuxAgence Mendes
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Agence Mendes

Summary

About the company

Agence Mendes is an independent insurance broker providing advisory and comparative services for private and corporate clients. Services include health insurance (including LAMal and cross-border solutions), pension advice (3rd pillar), property and liability insurance, legal protection, mortgage financing and assistance with tax declarations.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered9
Insurance advice
Independent insurance advice, offer comparison, analysis of your situation, personal follow-up and support during procedures and claims.
Pension planning and Pillar 3
Tied and free pension, pension analysis, life annuity, retirement planning, capital vs annuity decision, tax optimisation of withdrawals and LPP buy-ins.
Health insurance
Basic LAMal health insurance, supplementary LCA plans, cross-border and quasi-resident health insurance, choice of plan and deductible.
Tax return
Swiss tax return for residents and cross-border quasi-residents, optimisation of deductions and coordination with pension planning.
Mortgage loan
Mortgage loan in Switzerland, with support also for the real-estate loan in France for cross-border clients.
Legal protection
Legal protection for private needs, with guidance and advice on choosing the appropriate coverage.
Personal liability, household and building insurance
Personal civil liability, household insurance and building insurance for protecting the home and belongings.
Vehicle insurance
Comprehensive coverage (casco), vehicle liability insurance and occupants insurance for cars and other vehicles.
Cross-border support
Advice for cross-border workers on LAMal, Pillar 3, mortgage loan, quasi-resident taxation and cross-border workers’ tax returns.
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Location

Route de la Combe 4
1816 Chailly-Montreux

At a glance

Legal form
Sole proprietorship
UID
CHE-112.929.185
Founded
2006 · 20 years
Last commercial register change
May 21, 2019
Employees
11 to 20

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