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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesRothenburgMeier & Partner Finanzberatung GmbH
Meier & Partner Finanzberatung GmbH Logo
Verified· 3 sources

Meier & Partner Finanzberatung GmbH

Summary

About the company

The core activity of Meier & Partner Finanzberatung GmbH is the independent consulting and brokerage of financial and insurance services for private individuals and companies. This includes in particular: Insurance consulting and brokerage (property and asset protection, health insurance, liability insurance, etc.); Financial consulting and planning (savings, investments, retirement planning); Tax consulting and optimization for self-employed individuals and SMEs; Support for start-ups and financial security. The company offers individual solutions and consulting to meet the financial goals and needs of its customers.

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Products & services

Industry:Financial Services
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Tax Advisory
Tax optimisation, tax planning and tax return preparation; advice on pension fund, pillar 3a and 3b, mortgage amortisation and retirement.
Financial Planning
Analysis of income, assets, investments and retirement provision; budget planning, risk profile, investment strategy and product recommendations.
Retirement Planning
Analysis of AHV, pension fund and private retirement provision; planning retirement income, lump-sum or annuity options and tax-optimised retirement.
Retirement Provision Advisory
Analysis of retirement provision situation and gaps; planning and optimisation of pillar 3a and 3b, tax-optimised structuring and alignment with financial planning.
Insurance Advisory
Analysis of insurance premiums and policies, advice on property insurance and health insurers, optimisation of benefits and premiums, and claims support.
Property and Mortgage Advisory
Advice on property purchase, mortgage comparisons, affordability and loan-to-value checks, and integration into long-term financial and retirement planning.
Corporate Financial and Insurance Advisory
Advisory for companies on risk management, retirement provision solutions for staff and management, insurance portfolios and claims handling.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 14 reviews across all connected sources

Sources
GGoogle514
★TrustpilotSoon
PProvenExpertSoon

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Location

Bertiswilstrasse 52
6023 Rothenburg
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 16:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-437.925.124
Founded
2023 · 3 years
Last commercial register change
April 23, 2026
Employees
11 to 20

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