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DirectoryFinance & InsuranceFinancial ServicesEschenbach SgSFS Santoro Financial Services
SFS Santoro Financial Services Logo
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SFS Santoro Financial Services

Summary

About the company

The core activity of SFS Financial Services (Santoro Financial Services) is comprehensive financial consulting and planning for private individuals and companies. This includes in particular: Financial planning and asset building, Tax planning and tax returns, Pension planning and estate planning, Insurance consulting, and Financing of owner-occupied homes. The company offers a holistic approach and consulting from a single source to support customers in planning and managing their finances.

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Offering

Products & services

Industry:Financial Services
✓ Offered11
Financial planning
Tailored financial planning for businesses and private households, including analysis of the current situation, identification of gaps and ongoing implementation and support.
Tax planning
Tax planning to actively reduce the tax burden, taking into account insurance, investments, real estate and other factors.
Tax return
Preparation of the tax return, calculation of the tax burden, handling of submission documents, support with objections and follow-ups with the tax authorities.
Retirement planning
Retirement planning including analysis of the starting situation, coverage in case of loss of income, provision for the family, retirement provision and a tax-optimised planning solution.
Pension planning
Pension planning for early retirement, regular retirement or longer working life, including analysis of pension shortfalls, pension or lump-sum withdrawal, taxes and the mortgage.
Insurance consulting
Independent insurance consulting for private individuals and businesses, including review of health insurance, liability, household contents, vehicle, travel, buildings and other insurance policies.
Wealth building
Wealth building with savings plans, analysis of the financial situation, review of existing investments and selection of suitable investment products.
Owner-occupied home financing
Owner-occupied home financing with selection of financing partners, refinancing, switching financing partners, mortgage amortisation and mortgage consulting.
Advance directive for care and documents
Advance care directive, patient directive, will and document safekeeping in the event of incapacity.
Estate planning
Estate planning including provisions for the distribution of inheritance, a will, reserved shares and support to ensure legally correct documentation.
Health insurance consulting
Consulting on health insurance providers, models, deductibles (franchises) and supplemental insurance, including review of savings and optimisation options.
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Location

Schrennenstrasse 9
8733 Eschenbach Sg

At a glance

Legal form
Sole proprietorship
UID
CHE-202.940.398
Founded
2011 · 15 years
Last commercial register change
June 27, 2023
Employees
1 to 10

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