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DirectoryFinance & InsuranceInsurance CompaniesKlotenSANTANNA Invest GmbH
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Verified· 3 sources

SANTANNA Invest GmbH

Summary

About the company

The core activity of Santanna Invest GmbH is the provision of services in the field of finance and insurance, particularly in the following areas: Insurance (private and corporate clients): offering and brokering insurance policies for various risks such as liability, illness, accident, property damage, etc. Financing and investments: supporting the financing of real estate and investments, including mortgages and loans. Taxes: optimizing finances through tax consulting and planning. Legal protection: offering legal protection services for private and corporate clients. Pensions: advising and supporting retirement planning and pension planning. Business consulting: providing pragmatic and goal-oriented solutions for economic challenges faced by companies. The company positions itself as a trusted partner for all investment and financial needs of its clients.

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Offering

Products & services

Industry:Insurance Companies
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✓ Offered8
Insurance and Financial Advice for Private Customers
Insurance and financial matters for private customers, including car insurance, household insurance, private liability, health insurance fund, provision, legal protection, pet insurance, mortgages and taxes.
Insurance Advice for Business Customers
Insurance matters for businesses, including business property insurance, business liability insurance, accident insurance UVG / UVG-Z, collective health insurance, BVG, legal protection for companies as well as vehicle and fleet insurance.
Mortgage Advice
Mortgage solutions and construction loans for financing owner-occupied property, with support when applying for a mortgage and choosing suitable terms.
Provision Planning Advice
Analysis of the personal situation and advice on provision, saving for retirement, disability income, death cover, home financing and children's savings insurance.
Tax Return
Completion of tax returns for private individuals and businesses, focused on saving time and money.
Property Sale and Market Value Assessment
Sale of real estate, determination of market value and support from the initial meeting to contract signing.
Business Consulting
Advice on business plans, company formation, changes of legal form, personnel management, financing options as well as marketing and communication strategies.
Loans
Personal loans, small loans and car loans with flexible use, financing for purchases and fast payout.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 9 reviews across all connected sources

Sources
GGoogle59
★TrustpilotSoon
PProvenExpertSoon

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

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Location

Marktgasse 7
8302 Kloten
Opening hours
Mon
10:00 - 12:00, 13:30 - 16:30
Tue
10:00 - 12:00, 13:30 - 16:30
Wed
10:00 - 12:00, 13:30 - 16:30
Thu
10:00 - 12:00, 13:30 - 16:30
Fri
10:00 - 12:00, 13:30 - 16:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-297.154.671
Founded
2020 · 6 years
Last commercial register change
February 6, 2023
Employees
1 to 10

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