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DirectoryFinance & InsuranceFinancial ServicesArthFinanzberatungskanzlei Rosenberg GmbH
Finanzberatungskanzlei Rosenberg GmbH Logo
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Finanzberatungskanzlei Rosenberg GmbH

Summary

About the company

The core activity of the company 'Finanzberatungskanzlei Rosenberg' is independent financial consulting and wealth planning for private and corporate clients. This includes, in particular: investment and pension advice, wealth planning and protection, insurance consulting (including health, accident and life insurance), mortgage and financing consulting, tax returns and accounting. The company positions itself as an independent broker, offering neutral and individual solutions for its clients.

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Products & services

Industry:Financial Services
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✓ Offered9
Insurance advisory
Insurance advisory for private clients and corporate clients, including quotations, review and optimisation of car insurance, home insurance, legal protection, travel insurance as well as business insurance.
Pension and retirement advisory
Pension and retirement advisory with analysis, pension planning, 3a bank, Freizügigkeit, disability of earnings and BVG and executive solutions for individuals and companies.
Mortgage and financing advisory
Mortgage offers, mortgage, amortisation, savings plan as well as individual owner-occupied home financing and financing solutions tailored to requirements.
Investment and wealth advisory
Advisory in the investment sector, investments, savings plans and individual financial and wealth planning to secure and grow assets.
Fiduciary and tax advisory
Tax returns, bookkeeping, checklists and support with fiduciary matters for private clients, including administrative support.
Health insurance advisory
Review of health insurance, advice on switching health insurance funds, premiums, deductibles and supplementary insurance, as well as support with quotations and applications.
Insurance advisory for SMEs
Risk-appropriate insurance solutions for small and medium-sized enterprises, including business liability, inventory, IT (EDV), corporate legal protection, fleet insurance and group solutions.
Pension fund advisory for companies
BVG advisory for company owners, managing directors and employees, including executive solutions, pension planning for managing directors as well as contribution and benefits overviews.
Finding unclaimed pension fund assets
Support in locating lost pension fund assets and in submitting enquiries to the Central Office 2nd pillar with the appropriate forms.

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Location

Seeblick 3b
6415 Arth
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 - 14:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-221.308.456
Founded
2018 · 8 years
Last commercial register change
September 13, 2019
Employees
1 to 10

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