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DirectoryFinance & InsuranceFinancial ServicesMoudonEpargne Vision Conseils Sàrl
Epargne Vision Conseils Sàrl Logo
Verified· 3 sources

Epargne Vision Conseils Sàrl

Summary

About the company

The core activity of Epargne Vision Conseils Sàrl encompasses consulting and brokerage services for financial services, particularly in the areas of: * Insurance (personal, property and asset protection) * Savings (savings and investment advice) * Real Estate (real estate purchase and financing) * Finance (credit advice and brokerage) * Legal (legal advice) * Tax (tax advice) Thus, the company offers comprehensive financial services for individuals and businesses.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Insurance brokerage
Insurance brokerage for individuals, property and assets, with situation analysis, selection of suitable coverage and personalised follow-up.
Credit brokerage
Mortgage and private loans up to CHF 120’000, with a fast application process, interest rates announced as very low and case-by-case support.
Real estate consulting
Sale of real estate in Switzerland and Portugal, valuation of the property value, financial analysis for acquisition and wealth analysis.
Tax consulting
Preparation of tax returns, representation with the tax authorities and advice on optimising tax declarations.
Legal consulting
Private legal protection, coverage of attorneys’, court and expert costs, with support and defence of the family’s interests.
Administrative assistance
Drafting letters, contacts with public or private bodies, non-official translation of documents and administrative organisation for a departure abroad.
Savings consulting
Advice to save on taxes, prepare for retirement and invest one’s money in secure growth.
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Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle3.710
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue Mauborget 9
1510 Moudon
Opening hours
Mon
09:00 - 13:00, 14:00 - 18:00
Tue
09:00 - 13:00, 14:00 - 18:00
Wed
Closed
Thu
09:00 - 13:00, 14:00 - 18:00
Fri
09:00 - 13:00, 14:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-114.985.496
Founded
2009 · 17 years
Last commercial register change
July 27, 2023
Employees
1 to 10

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