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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingNeuenkirchFinanzzentrum.ch GmbH
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Finanzzentrum.ch GmbH

Summary

About the company

The core activity of Finanzzentrum.ch is the provision of services in the field of financial planning and consulting, particularly in the areas of: * Provision and pension * Pension planning * Legal provision * Insurance * Asset management (classic and alternative investments) * Real estate sales and consulting. The company offers individual consulting and solutions for private individuals, self-employed and SMEs, with the aim of optimizing the financial situation and future security of its customers.

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Products & services

Industry:Insurance Brokerage & Consulting
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7
Investment advice / recommendations
Investment advice and recommendations, securities account analyses, setting up 3a retirement savings accounts, wealth building, as well as classic and alternative investments.
Retirement planning
Retirement planning and concepts for retirement, including budget planning, AHV pension, pension or capital withdrawal, early retirement and partial retirement.
Legal estate planning
General powers of attorney, instructions for care, advance directives, cohabitation counselling, marriage contract, as well as wills and inheritance contracts.
Property sale
Sales mandates for owner-occupied property with market value estimates, structuring, sales documentation, marketing, sales negotiations and financing checks.
Tax declaration and tax optimization
Tax return preparation for individuals, including recommendations for tax optimization, as well as tax returns for self-employed persons with a sole proprietorship in cooperation with network partners.
Asset management / network partners
Network partnership in asset management with independent analysis and selection of investment instruments.
Further retirement and estate planning advice
Cohabitation counselling, emigration service, second opinions, advance directives, comprehensive instructions for care, as well as wills and marriage and inheritance contracts with network partners.
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Location

Bernhof 2
6206 Neuenkirch

At a glance

Legal form
Limited Liability Company
UID
CHE-110.341.294
Founded
2006 · 20 years
Last commercial register change
July 22, 2024
Employees
1 to 10

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