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DirectoryPfäffikon SzVZ Vermögenszentrum AG, Zweigniederlassung Pfäffikon SZ
VZ Vermögenszentrum AG, Zweigniederlassung Pfäffikon SZ Logo
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VZ Vermögenszentrum AG, Zweigniederlassung Pfäffikon SZ

Summary

About the company

VZ Vermögenszentrum AG, Zweigniederlassung Pfäffikon SZ provides advisory and service offerings in asset management, retirement planning, taxes, insurance, mortgages and real estate. It also supports private individuals and companies with pension solutions, succession planning and other financial matters.

AI-generated
Offering

Products & services

✓ Offered9
Pension planning
Pension analysis, planning for pillars 1, 2 and 3, pillar 3a with index investments and vested benefits solutions; assessment of cover for disability, illness, part-time work or self-employment.
Investment advice and asset management
Investment advice, portfolio and asset management, ETF and index investments, securities accounts, and custody and portfolio checks to assess costs and performance.
Estate planning
Estate consultation, wills, inheritance agreements, powers of attorney and execution of wills; also corporate succession planning and secure storage of key documents in VZ Safe.
Mortgage and real estate advice
Mortgage strategy, property valuation, sale of residential property, advice on purchase and financing, plus ongoing mortgage rate comparisons and property listings.
Tax advice
Tax planning, completion of tax returns, review of the final tax bill and, if needed, discussions with the tax authorities; also tax questions on pensions, investments and succession.
Insurance advice
Insurance review, analysis of underinsurance and overinsurance, optimisation of premiums and cover, plus digital storage of policies in the insurance organiser.
Pension solutions for companies
Advice and implementation of pension fund and occupational benefit solutions for companies; including risk and administration costs, management pension schemes and bundled insurance cover.
Pension fund advisory
Advice for pension funds and companies on choosing the right solution, benefit packages, conversion rates and regular review of pension arrangements.
Corporate succession planning
Succession planning for business owners, company valuation, buyer or successor search, and tax and inheritance guidance for the transfer of the business.
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Location

Bahnweg 11
8808 Pfäffikon Sz

At a glance

Legal form
Branch
UID
CHE-257.334.534
Founded
2026 · 0 years
Last commercial register change
March 13, 2026
Employees
1 to 10

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