ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingFrickColfina Finanz/Treuhand AG
Colfina Finanz/Treuhand AG Logo
Verified· 3 sources

Colfina Finanz/Treuhand AG

Summary

About the company

Colfina Finanz/Treuhand AG provides financial and fiduciary services, with core offerings in financial planning, tax return preparation and accounting. It also advises on investments, real estate and home-financing, supports company formations and SME succession planning, and is registered as an insurance intermediary (VAG).

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
Financial planning
Holistic financial planning with analysis of goals, budget, wealth structure, risk and product comparison; including accumulation and retirement planning as well as taking account of marital and inheritance law.
Insurance
Insurance advice and administration as a brokerage service, with product comparisons, quotations, policy servicing, retirement planning analysis, life insurance, occupational pension provision and property insurance.
Taxes
Tax planning, completing tax returns, tax comparisons and support for expats; including review, representation before authorities and objections.
Investments
Advice on insurance investments, bank investments and real estate investments, taking into account risk profile, diversification, volatility and investment horizon.
Real estate brokerage
Advice and support for real estate transactions including property valuations, listings, viewings, sale negotiations, purchase agreements, handover, letting and management.
Owner-occupied home financing
Support for initial financing of owner-occupied homes, including contract review, financing options with Pillar 3a or pension fund withdrawal and affordability calculations.
Bookkeeping
Bookkeeping including VAT reporting, payroll accounting, financial accounting and annual financial statement work.
SME succession
Support with planning and arranging business succession, finding suitable candidates and developing a sensible handover solution.
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
Reviews

Aggregated rating

Aggregated rating
2
of 5

Aggregated from 8 reviews across all connected sources

Sources
GGoogle28
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Knowledge

No knowledge articles yet

Once Colfina Finanz/Treuhand AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Colfina Finanz/Treuhand AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Colfina Finanz/Treuhand AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Colfina Finanz/Treuhand AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Hauptstrasse 36
5070 Frick

At a glance

Legal form
Corporation
UID
CHE-113.555.199
Founded
2007 · 19 years
Last commercial register change
August 3, 2026
Employees
1 to 10

Similar companies

HF
hm&p financial services ag
Frick
PF
Plüss Finanzberatungs AG
Lenzburg
HF
Handeys Finanzen
Baden
AB
A.M. Beratung GmbH
Oftringen
AA
AFS all-financial-solutions gmbh
Lupfig
AA
ATG Allfinanz & Treuhand Group AG
Unterentfelden
BR
BOPPART Risk Consulting GmbH
Aarau
HU
Haus und Versicherungs Verwaltung GmbH
Dintikon