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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,962 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesLachen SzFIDRO GmbH
FIDRO GmbH Logo
Verified· 3 sources

FIDRO GmbH

Summary

About the company

The core activity of FIDRO GmbH is the independent and neutral consulting and brokerage of financial services, including asset management, asset accumulation, cryptocurrencies, structured products, life planning, health care, retirement planning, insurance and home ownership. The company offers individual solutions for private and business customers and supports them in planning and implementing their financial goals.

AI-generated
Offering

Products & services

Industry:Financial Services
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Wealth management
Wealth management with personal analysis, an individual investment strategy, investment proposals, ongoing portfolio monitoring and an annual review.
Cryptocurrencies
Advice and professional management of cryptocurrencies with risk advice, support with custody, market monitoring and rebalancing.
Structured products
Access to selected structured products via regulated partners, with selection of suitable products based on market view and investment needs.
Retirement planning
Advice on retirement provision with tips and solutions for saving for retirement and building provision early.
Health insurance planning
Comparison of health insurers and supplementary insurance with a price calculator, advice on deductibles and selection of the best value for money.
Insurance
Advice on home contents, private liability, legal protection, motor vehicle and travel insurance, as well as supplementary insurance and coverage needs.
Pension planning
Pension planning with analysis of different provision options, tax aspects and financial planning security for retirement.
Homeownership
Financing, purchase and handling of homeownership with support for property search, financing and suitable insurance.
Tax return
Preparation and optimisation of the tax return to the extent possible, to reduce time spent and effort for clients.
Analysis appointment
Initial analysis of personal situation and needs with a transparent process as a basis for further advice.
Company formation
Support with company formation, with assistance for notarial certification, entry in the commercial register and further formation steps.
Support by fidro
Ongoing support with annual review of solutions and regular checks for better alternatives.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

Neuheimstrasse 36
8853 Lachen Sz
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-355.215.215
Founded
2022 · 4 years
Last commercial register change
August 21, 2023
Employees
11 to 20

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