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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichFinanzberatung Schlaginhaufen
Finanzberatung Schlaginhaufen Logo
Verified· 3 sources

Finanzberatung Schlaginhaufen

Summary

About the company

The company's core activity is financial consulting, particularly in the areas of: * Retirement planning * Tax optimization * Wealth management * Home ownership (mortgage financing) * Early and pension planning * Gift and inheritance consulting * Insurance * Company formation The company offers individual financial planning and consulting for private individuals and companies, with the goal of creating financial benefits and security.

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Offering

Products & services

Industry:Financial Services
✓ Offered8
Retirement planning
Retirement planning for individuals and companies, with individual financial planning for their personal situation and long-term support.
Tax optimization
Tax optimization as part of financial planning, including an analysis of the personal situation and the search for tax advantages.
Wealth management advice
Individual investment strategies based on a needs analysis, review of the insurance and wealth portfolio, and optimization of returns and costs.
Homeownership advisory
Advisory on realizing and optimizing owner-occupied homes and home financing, tailored to the personal housing and financial situation.
Early retirement planning
Planning for early retirement and retirement, so that the transition into retirement can be prepared in good time and in a structured manner.
Gift and inheritance advisory
Advisory on gifts, inheritances, and estate planning, with a joint analysis of the financial and family starting position.
Insurance advisory
Review and optimization of insurance policies with the aim of lowering premiums and improving the existing portfolio.
Business start-up advisory
Advisory on setting up a business and choosing the appropriate legal form for new companies.
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Reviews

Aggregated rating

Aggregated rating
3.6
of 5

Aggregated from 20 reviews across all connected sources

Sources
GGoogle3.620
★TrustpilotSoon
PProvenExpertSoon

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Location

Heinrich-Wolff-Strasse 6
8046 Zurich

At a glance

Legal form
Sole proprietorship
UID
CHE-114.910.009
Founded
2009 · 17 years
Last commercial register change
June 17, 2009
Employees
1 to 10

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