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DirectoryYverdon-Les-BainsVZ Vermögenszentrum AG, Succursale Yverdon-les-Bains
VZ Vermögenszentrum AG, Succursale Yverdon-les-Bains Logo
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VZ Vermögenszentrum AG, Succursale Yverdon-les-Bains

Summary

About the company

VZ Vermögenszentrum AG, Succursale Yverdon-les-Bains is a financial consultancy branch. It advises private and corporate clients on retirement planning, investments, taxes, insurance, mortgages, real estate and estate planning.

AI-generated
Offering

Products & services

✓ Offered7
Asset Management and Investment Advisory
Asset management with simple, transparent and liquid investments, regular portfolio analysis and investment proposals; also ETF savings plans, securities custody accounts and personal advice.
Retirement Planning
Retirement planning with analysis of the financial situation, early-retirement questions, family protection and coordination of AHV, pension fund and pillar 3a.
Pension and Insurance Planning
Analysis of pension coverage, protection in case of accident, illness, disability or death, plus solutions for pillar 3a, vested benefits and optimal insurance coverage.
Mortgage and Real Estate Advisory
Property valuation, property sales, mortgage strategy, mortgage monitoring and advice on purchase, financing and investment properties.
Tax Advisory and Tax Planning
Tax planning to reduce the tax burden over time, optimisation of pension, investment, real-estate and inheritance matters, and advice on withdrawals.
Insurance Advisory and Analysis
Analysis of existing policies, review of over- and under-insurance, optimisation of benefits and premiums, plus a digital insurance dossier.
Business Advisory
Advice on business succession, pension funds, executive benefits, insurance management and company formation; also support for institutional clients.
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Location

Rue des Remparts 16
1400 Yverdon-Les-Bains

At a glance

Legal form
Branch
UID
CHE-208.107.861
Founded
2026 · 0 years
Last commercial register change
July 15, 2026

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