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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSavosaOptima Family Sagl
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Optima Family Sagl

Summary

About the company

Optima Family Sagl is an independent advisory firm focused on financial and economic consulting, including planning, investment solutions and protection. It also provides private guardianship services and mandates on behalf of regional protection authorities.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered3
Comprehensive financial advice
Comprehensive financial advice on saving, retirement planning, investments and protection; including analysis of the financial situation, personal guidance and ongoing strategy adjustments.
Investment solutions
Investment solutions via financial models from authorised and FINMA-supervised partners; proposed transparently and aligned with the client’s situation.
Private guardianships
Private guardianships and mandates from regional adult protection authorities; careful administration in the interest of the person concerned.
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Location

Via Sole 2
6942 Savosa
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 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-114.715.301
Founded
2009 · 17 years
Last commercial register change
October 30, 2017
Employees
1 to 10

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