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360riskmanagement Roger Eberhardt

Summary

About the company

The core activity of 360riskmanagement is comprehensive financial and risk consulting for private individuals and companies. This includes the management of assets, pension planning and insurance, including the brokerage of mortgages, as well as advice on tax, interest and capital investments.

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Offering

Products & services

Industry:Financial Services

✓ Offered6

Wealth Management

Independent wealth optimization with investment strategies tailored to personal goals and risk appetite; building and preserving assets for individuals and SMEs.

Retirement Planning

Tailored retirement solutions with an analysis of individual needs; a concept for financial security across personal and professional life stages.

Insurance Advisory

Independent advisory and regular policy reviews; optimal insurance coverage, avoiding gaps in coverage and duplicate insurance.

Pension Planning

Strategic preparation for retirement planning the third stage of life and securing one’s standard of living.

Mortgage Advisory

Advisory for real estate financing with comparison of terms for purchase, renovation and refinancing.

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360riskmanagement Roger Eberhardt

About the company

Products & services

Looking for direct email addresses and phone numbers?

360riskmanagement Roger Eberhardt

About the company

Products & services

Looking for direct email addresses and phone numbers?

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