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DirectoryFinance & InsuranceFinancial ServicesChamLGG Finanzplanung GmbH
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LGG Finanzplanung GmbH

Summary

About the company

LGG Finanzplanung GmbH provides tailored private financial planning services for individuals and offers trainings, journalistic analyses and project- or mandate-based consulting for companies, educational institutes, software providers and financial service firms. Advice is given independently on a fee basis and the company does not sell or distribute financial products.

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Offering

Products & services

Industry:Financial Services
✓ Offered4
Financial planning for private individuals
Advice on wealth overview, budget, owner-occupied home, retirement planning, early retirement, withdrawal of retirement benefits, insurance, protective mandate, advance medical directive and estate planning.
Consulting for companies, schools, associations and training institutions
Training sessions and presentations in the field of financial planning for companies, schools, associations and training institutions; support with projects, events, training and education.
Journalistic activities in financial planning
Research on financial planning topics, analyses, commentary and media articles; interview partner and introduction of contacts at banks, insurers and other financial service providers.
Project and mandate support for financial service providers and software vendors
Research, market analyses, specialist clarifications, testing of financial planning software, and support for projects, quality assurance, training and education.
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Location

Klostermatt 12
6330 Cham

At a glance

Legal form
Limited Liability Company
UID
CHE-245.729.328
Founded
2016 · 10 years
Last commercial register change
July 12, 2016
Employees
1 to 10

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