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DirectoryFinance & InsuranceExternal Asset ManagementZofingenVZ Vermögenszentrum AG, Zweigniederlassung Zofingen
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VZ Vermögenszentrum AG, Zweigniederlassung Zofingen

Summary

About the company

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen provides independent asset management, financial advice and retirement planning. The branch also handles mortgages and real estate services, investment management mandates and offers digital tools such as the VZ Finanzportal.

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Products & services

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7
Investments & Wealth Management
Investment advice, wealth management mandates, ETF investments, account reviews and securities custody accounts; review of weaknesses, hidden costs and investment strategies.
Retirement
Retirement and pension planning, including questions about pension vs. capital, AHV, pension fund, early retirement, taxes and financial protection.
Real estate and mortgages
Advice for buying, selling and financing properties, mortgage strategy, mortgage monitoring, property valuation and property sales.
Retirement provision
Provision analysis, pillar 3a with index investments, portability of vested benefits (freizügigkeit), and review of coverage for accident, illness, disability or death.
Estate
Estate planning, will and inheritance arrangements, advance directive, appointment of an estate executor, representation of heirs and business succession.
Insurance
Insurance advice, insurance check, optimization of policies, digital insurance folder and retirement provision planning for protecting the family.
Taxes
Tax advice, tax planning, completing the tax return and support for tax-optimized handling of retirement provision, investments, real estate and estates.
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Location

Vordere Hauptgasse 68
4800 Zofingen

At a glance

Legal form
Branch
UID
CHE-146.889.402
Founded
2026 · 0 years
Last commercial register change
April 2, 2026
Employees
1 to 10

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