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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingHünenbergOVB Vermögensberatung (Schweiz) AG
OVB Vermögensberatung (Schweiz) AG Logo
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OVB Vermögensberatung (Schweiz) AG

Summary

About the company

The company's core activity is wealth advisory and financial planning for private individuals and companies. The company offers individual consulting services to support customers in planning and implementing their financial goals. This includes analyzing the financial situation, developing financial solutions, and selecting suitable financial products such as insurance, loans, and capital investments.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered5
Financial advisory
Personal, tailor-made financial advice for financial goals, life situation and long-term planning; with an analysis meeting, solution development and advice on site, at home or online.
Retirement planning
Retirement planning with a choice of state, occupational and private provision; advice on retirement products, pension gaps, tax benefits and a suitable retirement strategy.
Health insurance and supplementary insurance
Advice on health insurance with an analysis of basic coverage and individual supplementary insurance such as dental, travel and hospital insurance, as well as tariff optimisation.
Household budget optimisation
Analysis of the household budget, cost optimisation and concrete saving strategies to create financial room for goals and wishes.
Customer service
Personal customer service for questions, issues and complaints; contact by service phone number, contact form, advisor on site or at the head office.
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Location

Bösch 69
6331 Hünenberg

At a glance

Legal form
Corporation
UID
CHE-105.849.871
Founded
1993 · 33 years
Last commercial register change
November 17, 2022
Employees
11 to 20

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