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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichBFG BARONE Finance GmbH
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BFG BARONE Finance GmbH

Summary

About the company

BFG BARONE Finance GmbH provides financial and insurance advisory services and wealth management for private and corporate clients. Its offerings include pension and retirement planning (including 1e solutions), tax optimisation, asset management, mortgage and real-estate transaction support, insurance solutions and fiduciary/bookkeeping services.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance advisory
Insurance for private and corporate clients, including risk analysis, selection of suitable cover, and combining liability, casco, daily sickness allowance and supplementary insurance.
Retirement provision advisory
Retirement provision for private and corporate clients, covering old-age provision, retirement, early retirement, pension or lump-sum withdrawal, the 1st-pillar collective foundation and legal planning.
Investment advisory and wealth management
Building wealth, tailored investment strategies, portfolio optimisation, diversification, risk management and ongoing wealth management with partner-based wealth solutions.
Real estate consulting
Advisory for selling real estate, mortgages and real estate investments, including valuation, financing, tax integration and support with purchase, sale and strategy.
Tax advisory
Tax analysis, tax strategy, tax optimisation for individuals and companies, as well as support with tax returns and using retirement and property benefits.
Fiduciary services
Bookkeeping for private individuals and SMEs, support with incorporations or restructuring, tax returns and collaboration with fiduciaries and auditors.
Administrative support
Support with administrative matters, forms, applications, correspondence and organising documents, if desired also on site.
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Location

Am Schanzengraben 25
8002 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-245.731.354
Founded
2012 · 14 years
Last commercial register change
August 24, 2012
Employees
1 to 10

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