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DirectoryFinance & InsuranceFinancial ServicesRotkreuzdein finanzberater gmbh
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dein finanzberater gmbh

Summary

About the company

dein finanzberater gmbh provides independent financial advice with a focus on retirement planning, pension funds, pillar 3a/3b, insurance and tax optimisation. The company advises private individuals as well as SMEs and self-employed clients on analysing and improving their financial and insurance situation.

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Products & services

Industry:Financial Services
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7
Independent Financial Advisory
Independent advice on pension provision, insurance and tax optimisation; analysis of personal circumstances, recommendations for suitable solutions and implementation of the chosen strategy.
Pension Planning for Pillar 3a/3b
Advice on tied and flexible pension provision with tax optimisation, investment strategies and flexible solutions for the personal pension situation.
Pension Fund Advisory
Review of the pension fund with buy-in potential, benefits comparison and advice on early retirement based on the pension statement.
Health Insurance Advisory
Independent comparison of Swiss health insurers with premium comparison, model changes and advice on supplementary insurance.
Life Insurance Advisory
Advice on term life and mixed insurance, family protection, savings insurance and risk analysis.
Property Insurance Advisory
Advice on household, liability, legal protection and motor vehicle insurance with a focus on coverage matched to needs.
Advisory for Business Clients and SMEs
Tailored solutions for self-employed professionals and SMEs, from occupational pension solutions to business insurance and executive pension plans.
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Location

Lettenstrasse 9
6343 Rotkreuz

At a glance

Legal form
Limited Liability Company
UID
CHE-374.121.112
Founded
2013 · 13 years
Last commercial register change
November 7, 2013
Employees
1 to 10

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