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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMelscolumna consulting gmbh
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columna consulting gmbh

Summary

About the company

Columna Consulting provides independent and competent consulting services in the areas of financial and pension planning, provision, assets and insurance. The core activity includes advising self-employed individuals, business owners, CFOs, young entrepreneurs and private individuals in developing and selecting solutions for their financial security, including risk protection, capital accumulation, investments, loans, mortgages and insurance solutions.

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Products & services

Industry:Insurance Brokerage & Consulting
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Financial and Retirement Planning
Projects income, expenses, assets and liabilities into the future, compares current situation with target goals, and derives an action plan for financial and retirement needs.
Securities Investment Planning
Securities portfolios for free assets and pension assets, including securities analysis, an independent opinion or implementation proposal with diversification, risk matching and 1e executive pension solutions.
Mortgage Brokerage
Support for owner-occupied home financing with independent financial and amortization planning or a direct offer via the mortgage marketplace, including anonymous request handling and interest comparison.
Insurance Advisory and Management
Advice and brokerage of insurance solutions for doctors, practices, companies and private households, including professional liability, legal protection, cyber, property, daily sickness allowance and accident insurance.
Pension and Advisory Packages for Companies
Advisory packages for self-employed owners, business owners, CFOs and executives with insurance analysis, pension planning, insurance brokerage, 1e executive solutions, and investments and loans.
Pension and Insurance Solutions for Private Clients
Independent advice for private clients on pension provision and existing insurance arrangements, including protection, optimisation and planning for home building or retirement.
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Location

Kirchstrasse 31
8887 Mels

At a glance

Legal form
Limited Liability Company
UID
CHE-347.151.470
Founded
2016 · 10 years
Last commercial register change
September 1, 2020
Employees
1 to 10

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