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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLangenthalValvero Finanzberatung GmbH
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Valvero Finanzberatung GmbH

Summary

About the company

The core activity of Valvero Finanzberatung GmbH is independent financial, investment and pension consulting for private individuals and SMEs.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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Insurance brokerage
Independent analysis of insurance needs, selection of suitable offers on the market and guidance with decision-making information and alternatives for private individuals, self-employed persons and SMEs.
Financial planning
Tailored financial planning concepts based on personal wishes, plans, goals and life circumstances; identifying optimisation potential and developing implementable solutions.
Finance service subscription
Ongoing support for all questions related to money, including proactive information on financial market and legal updates that affect clients.
Fiduciary services
Complete financial administration, documentation management and correspondence with insurers, offices and authorities; support also in crisis situations such as death or disability.
Property purchase and sale
Guidance for the purchase or sale of real estate, including valuation, financing and negotiation support up to completion.
Second Opinion / Zweitmeinung
Review of bank or insurance offers for fit with needs and value for money, so alternative solutions can be compared more easily.
Company formation, succession planning, sale of the business
Advice on business formation, succession and sale of the company, taking into account finance-related topics such as taxes as well as private aspects such as marriage and inheritance law.
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Location

St. Urbanstrasse 21
4900 Langenthal

At a glance

Legal form
Limited Liability Company
UID
CHE-147.928.217
Founded
2016 · 10 years
Last commercial register change
December 29, 2020
Employees
1 to 10

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