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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMarin-EpagnierSquar SA Partenaires Associés
Squar SA Partenaires Associés Logo
Verified· 3 sources

Squar SA Partenaires Associés

Summary

About the company

The company provides independent financial advisory services, particularly in the areas of retirement planning, pillar 3, insurance, mortgages, real estate and wealth management. It acts as a neutral intermediary and works with various partners to offer customers the best solutions.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered7
Retirement planning
Retirement planning from age 45, with analysis of the financial situation, comparison of scenarios, ongoing monitoring and coordination with notaries, lawyers, banks and insurers.
Third pillar
Third pillar tied (3a) and free (3b), in the form of a bank account or life insurance, with advice on contributions, taxation, withdrawals and indirect mortgage amortisation.
Insurance brokerage
Insurance brokerage for life and non-life policies for individuals, self-employed people and SMEs, with comparison of benefits and prices, administrative handling and follow-up of claims.
Provision analysis
Provision analysis covering retirement, disability and death, identification of gaps, advice on coverage and options for tax optimisation.
Mortgage financing
Mortgage financing with dossier preparation, comparison of banking and insurance offers, advice on amortisation and integration of taxation and pension provision.
Real estate brokerage
Real estate brokerage for the sale of properties, including valuation, sales brochure, home staging, listing publication, viewings and support up to signing.
Asset management
Asset management of assets from the third pillar or 2nd-pillar vested benefits (free passage), with analysis and portfolio consolidation, risk management and asset allocation.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

avenue des Champs-Montants 16b
2074 Marin-Epagnier
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-105.377.168
Founded
2000 · 26 years
Last commercial register change
February 18, 2025
Employees
1 to 10

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