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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesGlattbruggSM Finance GmbH
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Verified· 3 sources

SM Finance GmbH

Summary

About the company

The company's core activity is the provision of financial services, particularly: financial consulting and planning, asset management and accumulation, investment consulting, mortgage and real estate financing, tax consulting and declaration, trust and pension services, as well as health and accident insurance. Thus, the company offers a comprehensive range of financial services for private individuals and companies.

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Products & services

Industry:Financial Services
✓ Offered
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10
Health insurance consulting and comparison
Health insurance consulting and a neutral comparison of basic and supplementary coverages, including review of plans, deductibles, premiums and cancellation notice periods.
Insurance consulting and comparison
Insurance consulting and comparison of home contents, private liability, legal protection, motor vehicle, pet and travel insurance, including support for changes and in the event of a claim.
Retirement planning
Retirement planning for private old-age provision and the 3rd pillar, including a retirement review, planning retirement and coverage in case of disability or death.
Children’s savings plan
Children’s savings plan for children’s financial provision, with coverage from birth, protection for both parties and saving for education, further training or start-up capital.
Wealth accumulation and wealth advisory
Wealth accumulation through savings and investment planning, defining financial goals and selecting investment opportunities with a focus on long-term wealth growth.
Property and mortgage consulting
Property and mortgage consulting for buying, financing and selling residential properties, including a mortgage solution and a mortgage calculator.
Fiduciary services
Fiduciary services for businesses and private individuals, including bookkeeping, tax consulting, company formation, business consulting and pension planning for employees.
Tax advisory and tax optimization
Tax advisory and tax optimization, including completing the tax return, preparing tax concepts and improving the tax situation.
Financial consulting
Personal financial consulting for protection, retirement planning, investments and savings goals, including analysis, strategy, presentation, implementation and long-term coaching.
Service packages
Basic and premium service packages with an annual financial review, support with claims processing, health insurance and insurance checks, and personal guidance.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 41 reviews across all connected sources

Sources
GGoogle541
★TrustpilotSoon
PProvenExpertSoon

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

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Location

Hier entsteht die Karte
Schaffhauserstrasse 110
8152 Glattbrugg
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-353.518.567
Founded
2022 · 4 years
Last commercial register change
September 2, 2024
Employees
11 to 20

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