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DirectoryFinance & InsuranceFinancial ServicesWinterthurOptima Versicherungstreuhand GmbH
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Optima Versicherungstreuhand GmbH

Summary

About the company

The core activity of OPTIMA Versicherungstreuhand GmbH is comprehensive financial consulting, including: wealth management and investment advice, pension and insurance consulting, tax consulting and planning, real estate consulting and brokerage, testamentary and inheritance planning, estate planning and estate administration. The company provides independent consulting and supports customers in planning and implementing their financial goals, including retirement planning, risk management and wealth accumulation.

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Products & services

Industry:Financial Services
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Financial advisory
Independent advice in financial planning, tailored to needs and goals, with links to specialists in real estate, law, taxes and wealth management.
Retirement planning & insurance
Advice on protection, disability benefits, survivor protection, pillar 3a, retirement pension fund withdrawals as an annuity or as capital, and insurance fiduciary services.
Investing & saving
Advice on building assets systematically, on returns and on flexible, low-risk investment strategies.
Retirement
Advice on pension benefits, early retirement, pension fund withdrawals, asset planning in retirement and closing coverage gaps.
Taxes
Support with tax returns, reducing the tax burden and tax planning related to pension fund purchases and retirement benefits.
Real estate & mortgages
Advice on owner-occupied housing, affordability of desired properties, choosing a mortgage and selling real estate for the best price.
Wills & inheritance
Estate planning, wills, executor’s duties, advance directives (Vorsorgeauftrag), protection of life partners and arrangements for business succession.
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Location

Sulzerallee 70
8404 Winterthur

At a glance

Legal form
Limited Liability Company
UID
CHE-107.645.664
Founded
1994 · 32 years
Last commercial register change
June 12, 2026
Employees
1 to 10

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