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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesRotkreuzhfc hofstetter finanzplanung & coaching klg
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hfc hofstetter finanzplanung & coaching klg

Summary

About the company

hfc hofstetter finanzplanung & coaching klg provides independent financial planning and coaching, preparing tailored financial, pension and life plans for private clients and businesses. Services include bank-neutral financing, investment options (solar energy, real estate, precious metals), tax and estate planning, and health-related advisory products.

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Products & services

Industry:Financial Services
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Financial planning
Analysis, financial plans, life plans and pension plans for private individuals and companies; neutral, independent and tailored to the individual situation.
Coaching
Coaching as part of hofiplan Plus to support the implementation of personal goals and financial planning.
Bank-neutral financing
Bank-neutral financing as part of individually tailored financial planning and advice.
Investments in solar energy
Investment in first-ranking secured bonds with a lump-sum payment or regular contributions; linked to an energy concept taking future energy demand into account.
Investments in real estate
Real estate investments with first-ranking security, securities loans and various options for asset investment.
Investments in precious metals
Investment in gold and silver with protection against loss of purchasing power, flexible storage in granulate or coins and possible resale.
Tax return
Tax returns for all of Switzerland as well as review and forwarding of insurance-related questions.
Wills and advance directives
Preparation of wills and advance directives as well as support with estate planning.
Estate planning
Estate planning in connection with wills, advance directives and tax-related matters.
Health consultation
Consultations on health matters with plant-based vital substances, dietary supplements, functional foods and cosmetics.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
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Location

Birkenmatt 10
6343 Rotkreuz
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
09:00 - 18:00
Sun
Closed

At a glance

Legal form
General Partnership
UID
CHE-372.386.668
Founded
2020 · 6 years
Last commercial register change
November 27, 2025
Employees
1 to 10

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