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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesSevelenJenni Financials GmbH
Jenni Financials GmbH Logo
Verified· 3 sourcesOwner confirmed
Last updatedSeptember 21, 2026
Summary

About the company

The core activity of the company Jenni Financials GmbH is financial planning and consulting for private individuals and SMEs, including the areas of retirement planning, asset management, real estate financing, health care, insurance protection, tax, goods and inheritance matters as well as pension planning.

AI-generated
Offering

Products & services

Industry:Financial Services
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Jenni Financials GmbH

Funds & Investment Companies
Insurance Brokerage & Consulting
Insurance Companies
Pension Funds
✓ Offered6
Financial planning
Comprehensive financial planning with analysis, strategic advice and, if desired, support in implementing it operationally; includes retirement planning, asset management, real estate financing and insurance coverage.
Retirement planning advice
Retirement analysis and planning for age and risk, including saving/investing, disability coverage, death benefits, purchase into the pension fund, AHV early withdrawal and retirement mandate.
Asset investment
Investment advisory and asset management with Execution Only, advisory mandate and asset management mandate; including risk profile, investment strategy and portfolio monitoring.
Real estate financing
Financing for owner-occupied properties, including equity assessment, affordability calculation, mortgage structure, amortisation and use of retirement funds.
Insurance coverage
Advice on private and SME insurance, including private liability, household contents, legal protection, vehicle, building and pet insurance, as well as pension fund solutions for businesses.
Health prevention
Advice on basic insurance and supplementary coverage with standard, Telmed, family doctor and HMO models, franchise selection, accident and loss-of-income (sickness) benefits.
Expertise

Expert

MJ
Marco Jenni
Owner and Managing Director
Qualifications & certifications
Finanzplaner mit eidg. Fachausweis2022
Dipl. Finanzberater IAF2021
Versicherungsvermittler VBV2021
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 8 reviews across all connected sources

Sources
GGoogle58
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Credentials

Certifications & memberships

https://www.finma.ch/de/bewilligung/versicherungsvermittlung
Beraterregister
https://www.finma.ch/bewilligung/versicherungsvermittlung
FINMA
https://www.iaf.ch/ueber-uns/diplomierte/
IAF
https://www.regservices.ch/beraterregister/beratersuche/
www.regservices.ch
Knowledge

Articles about Jenni Financials GmbH

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Contact

Location

Velturrietstrasse 15
9475 Sevelen
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-169.687.996
Founded
2022 · 4 years
Last commercial register change
May 5, 2022
Employees
1 to 10