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DirectoryFinance & InsuranceExternal Asset ManagementRotkreuzAA Group Financial Consulting AG
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AA Group Financial Consulting AG

Summary

About the company

The core activity of aa group is the provision of financial services, particularly in the areas of: * Financial consulting for private and corporate clients * Investment consulting * Insurance and pension consulting * Risk management and consulting for corporate clients * Accompaniment during company formation and creation of individual risk profiles. The company thus offers comprehensive financial services for private and corporate clients, with the goal of developing and implementing individual solutions for their financial needs.

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Offering

Products & services

Industry:External Asset Management
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Financial advice for private clients
Insurance, provisions, investments, financing and financial planning for individuals and families; advice depending on their life situation, as well as support during unexpected events.
Financial and insurance advice for corporate clients
Review of the risk situation, creation and ongoing adjustment of risk profiles, support during company formation, insurance administration and assistance in the event of a claim.
Occupational pension advice
Review of pension fund solutions and employee retirement provision, in particular when contracts expire; advice on the second pillar and timely termination of follow-up contracts.
Investment advice
Product recommendations based on the best-in-class approach and selection of products from a broad range tailored to customers’ needs.
Financing advice
Advice on financing a primary residence, assessment of the investment amount that is affordable, and support in the decision between renting and buying.
Reviews

Aggregated rating

Aggregated rating
4.8
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle4.85
★TrustpilotSoon
PProvenExpertSoon

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Location

Grundstrasse 2
6343 Rotkreuz
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.018.096
Founded
2009 · 17 years
Last commercial register change
October 20, 2023
Employees
11 to 20

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