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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingEbikonVersicherungs-Treuhand Haas GmbH
Versicherungs-Treuhand Haas GmbH Logo
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Versicherungs-Treuhand Haas GmbH

Summary

About the company

Versicherungs-Treuhand Haas GmbH provides personal advisory and brokerage services for insurance, health insurance, pension matters, and loans including mortgages. The firm also offers fiduciary and accounting services as well as real-estate related financing and tax support.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered7
Insurance advisory
Insurance for private and business clients, premium check, traffic legal protection, private legal protection, private liability insurance, motor vehicle, home contents and travel insurance.
Health insurance advice
Individual advice on health insurance with quotation service and online application; support in selecting suitable health insurance solutions and premium savings.
Retirement planning advice
Provision solutions to safeguard AHV, the 2nd and 3rd pillars; advice on securing retirement finances and on tax benefits.
Loan and mortgage advice
Personal loans, mortgages and instalment protection; advice on the process, financial strength analysis and support with switching banks.
Property and mortgage advice
Advice on buying property, existing properties, mortgages and market developments; financing planning as well as analysis and optimization of existing mortgages.
Fiduciary services
Financial bookkeeping, accounts receivable and accounts payable bookkeeping, annual and interim financial statements, VAT returns, payroll administration and social security contribution reporting.
Tax advisory
Tax returns, review of assessments and tax support as part of fiduciary and retirement planning services.
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Location

Sagenhofweg 10
6030 Ebikon

At a glance

Legal form
Limited Liability Company
UID
CHE-108.424.539
Founded
1995 · 31 years
Last commercial register change
March 1, 2018
Employees
1 to 10

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