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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingChâtelaineNeos - Suisse Conseils en investissements SA
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Verified· 3 sources

Neos - Suisse Conseils en investissements SA

Summary

About the company

The company's core activity is the consulting and brokerage of insurance and financial services for private individuals and companies. This includes, among other things: Insurance (e.g. health insurance, accident insurance, liability insurance, travel insurance); Financial planning and asset management (e.g. 3rd pillar, pension planning); Leasing and factoring; Tax consulting and planning; Support for the founding of companies in Switzerland; Legal consulting and protection. The company also offers independent and neutral consulting to support customers in selecting and optimizing their insurance and financial services.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered12
Health insurance
Basic health insurance and advice for cross-border workers and Swiss residents, with comparisons of insurance funds, coverage adjustments, and tailor-made solutions.
3rd pillar insurance
Private pension provisions 3a and 3b, advice to build retirement capital, optimize taxes, protect the family, and choose the right contract.
Car & motorcycle insurance
Insurance for motor vehicles, with offer comparisons, compulsory third-party liability, partial or comprehensive casco coverage, and guarantees tailored to the driver.
Home insurance & personal liability
Home insurance and personal liability coverage, protecting household property and covering damages caused to third parties, for tenants or homeowners.
Legal protection insurance
Legal protection insurance with legal advice, covering lawyer and court costs, for private or professional disputes depending on the contract.
NeoSérénité - administrative support
Administrative assistance à la carte for individuals, businesses and cross-border workers, with help for taxes, letters, registrations, cancellations and other formalities.
Sickness loss-of-earnings insurance (APG)
Insurance for companies and self-employed people aimed at covering loss of salary due to illness, with advice and comparisons of offers.
Accident insurance (LAA)
Accident insurance for companies and self-employed people, designed to cover the financial risks related to accidents and loss of salary.
Property insurance
Insurance for the company’s property and equipment, with solutions tailored to the needs and material risks of the business activity.
Liability insurance (RC)
Third-party liability insurance for businesses, recommended depending on the activity, to cover damages caused to third parties.
Equipment leasing
Financing of equipment via leasing for businesses, presented as an alternative to purchasing and tailored to investment needs.
Factoring (Affacturage)
Financing and collection of receivables for businesses, to improve cash flow and management of the accounts receivable position.
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Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 70 reviews across all connected sources

Sources
GGoogle470
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin des Eglantines 4
1219 Châtelaine
Opening hours
Mon
09:00 - 17:30
Tue
09:00 - 17:30
Wed
09:00 - 17:30
Thu
09:00 - 17:30
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.014.443
Founded
2006 · 20 years
Last commercial register change
February 26, 2020
Employees
1 to 10

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