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DirectoryFinance & InsuranceFinancial ServicesCrans-MontanaSans Tracasserie Sàrl
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Sans Tracasserie Sàrl

Summary

About the company

Sans Tracasserie Sàrl provides administrative and personal support services such as mail handling, correspondence drafting, assistance with tax declarations, and budget and payment management. The company also offers e-banking and digital literacy training, accompaniment or representation with third parties, and explanations of clients' overall financial/patrimonial situation and risks.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Administrative support
Undertake administrative procedures, explain and handle correspondence, print the required documents, give access to the internet, and help people become self-sufficient.
Personal budget and payments management
Pay and track invoices, set up a balanced personal budget, train on payment tools, organize payments and monitor that the budget is kept.
Tax assistance
Prepare the tax return, handle requests for assistance, and support tax procedures linked to the personal financial situation.
Training in digital tools and E-Banking
Train people to use payment tools, make them familiar with websites and mobile applications, explain new technologies and reduce the digital divide.
Advice on personal financial management
Analyze the financial steps for retirement, assess the financial situation, set up and manage the personal budget, and help people understand indebtedness.
Wealth guidance
Summarize the asset situation, explain the existing risks, review the alternatives, and put clients in touch with reliable partners.
Social and personal support
Make the information received easier to understand, make social assistance searches more human, relieve family members of burdensome tasks, and organize appointments.
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Location

Route des Sommets de Crans 23
3963 Crans-Montana

At a glance

Legal form
Limited Liability Company
UID
CHE-150.172.276
Founded
2023 · 3 years
Last commercial register change
July 7, 2023
Employees
1 to 10

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