ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesForchOptima Finanzberatungen GmbH
Optima Finanzberatungen GmbH Logo
Verified· 3 sources

Optima Finanzberatungen GmbH

Summary

About the company

The core activity of Optima Finanzberatungen GmbH is the provision of financial services, including: tax consulting, asset and real estate consulting, financial and pension planning, family law, foundations and transformations, financial coaching, business and financial management, succession planning, loans and mortgages, accounting, and real estate. The company thus offers comprehensive financial services for private individuals and companies.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered11
Taxes
Tax return, tax advice and tax planning for direct federal taxes as well as cantonal and municipal taxes, including tax optimization and real estate capital gains taxes.
Wealth management and real estate
Wealth analysis, investment strategy, implementation and monitoring for capital investments and real estate; support with banks and wealth managers.
Financial and retirement planning
A financial plan tailored to needs with budget, assets/real estate, insurance, retirement planning, taxes and estate planning, plus support for implementation.
Family law
Advice on matrimonial property law, advance care mandate, advance directive, divorce and inheritance law, including support with financial arrangements and provisions.
Incorporations and reorganisations
Advice, risk analysis, solution proposals and support in implementing incorporations and reorganisations.
Financial coaching
Company-related financial coaching on a subscription basis or by the day and hour, tailored to growth and entrepreneurial freedom.
Business and financial management
As-is analyses, business-related assessments, concepts, reports, recommendations and expert opinions as a basis for strategic decisions.
Succession planning
Planning and implementation of succession solutions for entrepreneurs who withdraw from the company entirely or in part.
Loans and mortgages
Preparation of loan applications, comparisons of terms, financing and refinancing proposals, as well as negotiations with financial service providers for private individuals, self-employed professionals and SMEs.
Accounting
Chart of accounts, bookkeeping, social security and VAT reporting, interim, quarterly and annual financial statements, budget as well as investment and financial plan.
Real estate
Advice on buying and selling single-family houses, condominium ownership (unit ownership), multi-family houses and commercial properties, including affordability calculations, financing and tax planning.
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

No knowledge articles yet

Once Optima Finanzberatungen GmbH has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Optima Finanzberatungen GmbH in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Optima Finanzberatungen GmbH by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Optima Finanzberatungen GmbH to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Hohe Promenade 1b
8127 Forch

At a glance

Legal form
Limited Liability Company
UID
CHE-115.124.114
Founded
2009 · 17 years
Last commercial register change
October 13, 2009
Employees
1 to 10

Similar companies

VI
VM InterTrust AG
Zurich
OV
Optima Versicherungstreuhand GmbH
Winterthur
SA
Satara AG
Zurich
IA
innoVorsorge AG
Rüti Zh
IC
ITERA Corporate Finance AG
Zurich
IW
ITERA Wirtschaftsprüfung AG
Zurich
RW
Rudolf Weber-Matter GmbH
Teufen Zh
FC
Foscaldi Consulting GmbH
Dübendorf