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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLausanneAgence Merulla Sàrl
Agence Merulla Sàrl Logo
Verified· 3 sources

Agence Merulla Sàrl

Summary

About the company

Agence Merulla Sàrl provides advisory services in insurance and wealth management and acts as an insurance broker and portfolio manager. Its services include wealth-management mandates, assistance with company formation and mortgage financing.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered12
Insurance portfolio management mandate
Management of the insurance portfolio, preventing coverage gaps, double insurance, overinsurance and underinsurance, with a single point of contact.
Insurance advice
Insurance advice for private clients and businesses, with tailored support regarding coverages, risks and suitable solutions.
Retirement provision and life insurance
3rd pillar, life insurance for pure risk coverage and life insurance in the event of loss of earning capacity for retirement, purchasing property, disability or death.
Supplementary health insurance
Health insurance with adaptation of the deductible and additional coverages, in particular outpatient care, alternative medicine and hospitalisation.
Income loss insurance
Daily allowance for self-employed persons or businesses to compensate financial loss due to an interruption of work caused by illness or an accident.
Home and personal liability and building insurance
Protection of the household, personal property, private liability and the building against water damage, fire, theft and natural events.
Motor vehicle insurance
Insurance for cars and other vehicles with partial or comprehensive casco, covering occupants and a lump sum in the event of death or disability.
Legal expenses insurance
Legal protection in traffic and in private life, for individuals and businesses, covering risks related to disputes and injustice.
Taxation and tax strategy
Development of a personalised tax strategy, in particular in connection with the 3a pillar, to reduce taxes.
Mortgage financing
Advice and support for property or mortgages, including finding a financing solution for purchasing or selling a property.
Company creation
Support in creating a company, to avoid pitfalls and facilitate launching the business.
Transport insurance
Insurance for goods in transit against damage and accidental events.
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Reviews

Aggregated rating

Aggregated rating
4.1
of 5

Aggregated from 14 reviews across all connected sources

Sources
GGoogle4.114
★TrustpilotSoon
PProvenExpertSoon

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Location

Avenue de Valmont 16
1010 Lausanne
Opening hours
Mon
08:30 - 12:00, 13:30 - 17:00
Tue
08:30 - 12:00, 13:30 - 17:00
Wed
08:30 - 12:00, 13:30 - 17:00
Thu
08:30 - 12:00, 13:30 - 17:00
Fri
08:30 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-456.397.125
Founded
2014 · 12 years
Last commercial register change
February 24, 2025
Employees
1 to 10

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