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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,041 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichHuber & Bruderer AG
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Huber & Bruderer AG

Summary

About the company

The company Huber & Bruderer AG offers comprehensive financial services that focus on various areas of life. The core activities include: Financial planning and wealth management (investing money, wealth management), Insurance consulting (independently reviewing insurance policies, securing families), Tax consulting (preparing tax returns), Legal consulting (advising on legal matters), Business consulting (founding a company, optimizing a company, managing accounting, creating a business closure), Pension and retirement planning (planning retirement, finding the right pension plan), Real estate financing (financing a home), and Child and family protection (saving for children/securing children, securing families). Overall, the company offers a comprehensive range of financial services tailored to the needs of private individuals, families, and businesses.

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Products & services

Industry:Insurance Brokerage & Consulting
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✓ Offered12
Independent financial advice and financial planning
Independent financial planning for individuals, physicians and businesses; financial plans, retirement and succession matters, long-term financial decisions.
Retirement and pension planning advice
Analysis of the current retirement provision situation, selection of suitable solutions such as a 3a bank solution, pension fund buy-in, insurance-based saving 3a/3b, and regular updates of the financial plan.
Retirement planning
Planning retirement with questions about AHV, pension fund as an annuity or as capital, mortgage, early retirement, taxes, advance inheritance and will.
Investing money / wealth management advice
Investment advice for capital not currently needed, selecting suitable solutions based on the financial plan, aligned with security, return, availability and investment horizon.
Independently review insurance policies
Independent review of motor vehicle, household contents, personal liability, building, legal expenses, life and business insurance; comparison of providers, overlaps, gaps and terms.
Financing a home
Support during the purchase of real estate and financing; analysis of needs and potential, choosing financing and mortgage models, and a second opinion on existing financing.
Protecting your family
Analysis and advice on protecting the family in the event of death or disability; suitable solutions for the current situation and regular updates of the financial plan.
Starting a business
Advice and support for setting up a business; incorporation documents, property and personal insurances, business credit, bookkeeping, tax return as well as general terms and contracts.
Optimising a business
Optimisation of existing businesses in the areas of insurance, business financing and administration; bookkeeping, tax return as well as general terms, framework agreements and employment contracts.
Handle bookkeeping and prepare the annual accounts
Taking over administrative bookkeeping tasks and preparing the business accounts so that companies can focus on their core business.
Completing a tax return
Completing the tax return, extensions and objections; on request, occasional review with possible optimisation of costs.
Advice on legal matters
Advice and support on care proxy (advance directive), will, inheritance waiver agreement, patient directive and execution of a will in a comprehensive financial context.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 73 reviews across all connected sources

Sources
GGoogle4.973
★TrustpilotSoon
PProvenExpertSoon

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Location

Bodmerstrasse 7
8002 Zurich
Opening hours
Mon
09:30 - 16:00
Tue
09:30 - 16:00
Wed
09:30 - 16:00
Thu
09:30 - 16:00
Fri
09:30 - 11:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.822.486
Founded
2009 · 17 years
Last commercial register change
April 15, 2021
Employees
1 to 10

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