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DirectoryFinance & InsuranceFinancial ServicesBuchs ZhFinanzexpert Schweiz GmbH
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Finanzexpert Schweiz GmbH

Summary

About the company

Finanzexpert Schweiz GmbH provides tax, insurance and financial advisory services as well as wealth and pension planning. Services include preparation of tax returns and tax advice (including withholding tax, property gains tax, VAT), insurance consulting, investment and asset advice, mortgage and home financing support, and fiduciary and accounting services for private and corporate clients.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered8
Tax advisory
Tax returns for individuals and companies, tax optimisation, and support with VAT and audits.
Insurance advisory
Health insurance review, property insurance and life insurance, as well as advice on insurance matters.
Retirement planning
Planning of the 3rd pillar and retirement, as well as advice on assets and retirement topics.
Mortgage advisory
Advice on mortgages, property valuation, and support with buying and selling owner-occupied real estate.
Real estate advisory
Property valuation, buying and selling, and property management.
Accounting and fiduciary services
VAT, accounting, audits, as well as support with company formation and administrative finance tasks.
Wealth management advisory
Advice on financial matters and financial planning, in particular in connection with retirement provision and long-term planning.
Company formation
Support with company formation as part of fiduciary and advisory services.
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Location

Mülibachstrasse 42
8107 Buchs Zh

At a glance

Legal form
Limited Liability Company
UID
CHE-212.401.849
Founded
2019 · 7 years
Last commercial register change
January 23, 2024
Employees
1 to 10

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