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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMendrisioDAXA Pianificazione Finanziaria SA
DAXA Pianificazione Finanziaria SA Logo
Verified· 3 sources

DAXA Pianificazione Finanziaria SA

Summary

About the company

The core activity of DAXA Pianificazione Finanziaria Globale SA is the provision of financial services, particularly in the areas of: Financial Planning, Pensions and Retirement Planning, Investments, Trust Services, and Brokerage Services for Insurance and Banking. The company offers consulting and services to private individuals and companies in these areas, working in partnership with partners from the financial and insurance sectors.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance intermediation and advice for private individuals
Home contents, car and motorcycle insurance, private liability, accidents, roadside assistance, boats, legal protection, travel assistance, health insurance fund, mortgages.
Insurance intermediation and advice for businesses
Credit insurance, transport, commercial, D&O, corporate and building liability, vehicles, travel, legal protection, LAINF accidents, complementary LAINF, collective illness, LPP pension provision.
Private pension provision and insurance investments
Provision, children's insurance, loss of earning capacity, saving, life insurance, investment funds, 3a and 3b solutions.
Trust services
Incorporation of Swiss and foreign companies, demergers, mergers, acquisitions, corporate and tax advisory, business plan, bookkeeping, financial statements, VAT returns, audits, fiduciary mandates.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle57
★TrustpilotSoon
PProvenExpertSoon

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Location

Via Luigi Lavizzari 4
6850 Mendrisio
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:30
Tue
08:00 - 12:00, 13:30 - 17:30
Wed
08:00 - 12:00, 13:30 - 17:30
Thu
08:00 - 12:00, 13:30 - 17:30
Fri
08:00 - 12:00, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-105.031.020
Founded
1999 · 27 years
Last commercial register change
November 19, 2020
Employees
1 to 10

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