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

Vita Finance GmbH

Summary

About the company

Vita Finance GmbH provides comparison and advisory services for insurance and financial matters, including health insurance, pension planning, investments, taxes and vested-benefit management.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered9
Health insurance
Comparison and advice for basic insurance, supplementary coverages, franchise and insurance models such as HMO, Telmed or family doctor; with a personal comparison available free of charge.
Insurance
Advice and comparison for life and property insurance, including private liability, home contents, car and legal protection insurance; including an analysis of coverage, prices and gaps.
Retirement planning
Advice for retirement provision with an analysis of AHV, the pension fund and private saving; planning for receiving a pension or a lump sum, early retirement and tax-optimized solutions.
Retirement planning
Retirement planning with review of gaps in provision, coordination of AHV and BVG, payout strategy as well as the decision between pension or lump sum and early or deferred retirement.
Taxes
Tax advice and tax planning in Switzerland including tax returns, deductions, issues for expats and cross-border commuters, moving abroad, double taxation and long-term tax optimisation.
Portability benefits
Advice on portability accounts and portability assets of the 2nd pillar, including investment solutions, transfer when changing jobs and early withdrawal planning.
Legal planning
Preparation of advance directives for patients, care mandates and powers of attorney; including legal review, digital delivery and secure storage of the documents.
Investments
Investment advice with diversified portfolios, ETFs, index funds and sustainable strategies; including risk profile, tax-optimized structuring and long-term wealth building.
Health insurance comparison
Comparison of basic insurance plans by model, franchise and monthly premium; with recommendations for the right health insurer and potential savings.
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Reviews

Aggregated rating

Aggregated rating
4.7
of 5

Aggregated from 211 reviews across all connected sources

Sources
GGoogle4.7211
★TrustpilotSoon
PProvenExpertSoon

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Location

Grenzstrasse 3b
6214 Schenkon
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-374.580.253
Founded
2014 · 12 years
Last commercial register change
March 5, 2026
Employees
11 to 20

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