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 & InsuranceInsurance Brokerage & ConsultingUnterseenRolli Finanzplanungen GmbH
Rolli Finanzplanungen GmbH Logo
Verified· 2 sources

Rolli Finanzplanungen GmbH

Summary

About the company

Rolli Finanzplanungen GmbH provides financial planning and advisory services to private clients and SMEs. Services include pension and retirement planning, pension fund advice, tax optimisation, assistance with tax returns, estate planning, support for property sales and business succession planning.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
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
Financial planning
Holistic financial planning with pension advice, retirement planning, tax optimisation, inheritance planning, plus planning for home ownership and wealth building.
Pension planning advice
Advice on pension questions, retirement provision and financial security across different life stages.
Retirement planning
Planning for retirement and early retirement, including income, needs and financial sustainability.
Tax optimisation
Tax optimisation within personal financial and pension planning.
Inheritance planning
Advice on inheritance matters, estate arrangements and family-related succession topics as a neutral point of contact.
Property advisory
Advice on buying and selling real estate, and on home ownership in connection with financial planning.
Comparisons

Rolli Finanzplanungen GmbH in comparison

Soon

Industry comparisons are coming soon

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

Is this your company?

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

Secure profile

Location

Bahnhofstrasse 37
3800 Unterseen

At a glance

Legal form
Limited Liability Company
UID
CHE-105.726.990
Founded
2001 · 25 years
Last commercial register change
February 23, 2021
Employees
1 to 10

Knowledge

No knowledge articles yet

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

Get started

Similar companies

MA
mmberatung ag
Bern
FF
Fina Finanzplanung AG
Bern
BV
Berner Versicherungen AG
Ostermundigen
GM
Gate-Swiss Maklerservice GmbH
Kirchberg Be
AG
assimed gmbh
Rüegsauschachen
FF
FH Finance & Home GmbH
Langenthal
RM
R. Meyer & Partner GmbH
Bern
PV
Pulfer Versicherungstreuhand AG
Lengnau Be