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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingPerlyAGENCE MENDES Sàrl
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AGENCE MENDES Sàrl

Summary

About the company

The company offers services in the areas of insurance, mortgages, and financial planning. Specifically, it provides: * Insurance consulting and brokerage (health insurance, supplementary insurance, prenatal insurance, household liability insurance, building insurance, car insurance) * Mortgage consulting and brokerage (search for the best mortgage financing) * Financial planning and tax consulting (analysis and advice on pension planning, analysis and advice on tax matters) * Support in preparing tax returns (tax declaration) The company positions itself as an independent and neutral advisor, not tied to a specific insurance company or bank.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
Insurance consulting
Independent insurance advice, premium comparisons, support for taking out, cancelling, negotiating and following up claims.
Retirement planning analysis
Free retirement planning analysis, retirement projection, invalidity and death, identifying gaps, recommendations for the 3rd pillar, LPP buy-ins and tax optimisation.
Tax return
Tax return in Switzerland, occasional advice, complete data entry and submission of the file, optimisation of deductions, support for residents, cross-border commuters and B-permit holders.
Mortgage loan
Mortgage simulation, calculation of borrowing capacity, financing set-up, comparison of bank offers and support up to the signing of the home loan.
Health insurance
KVG comparisons, choice of insurer, plan and deductible, advice on supplementary cover, prenatal insurance and health insurance for cross-border commuters.
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Location

Route de Saint-Julien 277
1258 Perly

At a glance

Legal form
Limited Liability Company
UID
CHE-105.213.058
Founded
1999 · 27 years
Last commercial register change
July 24, 2026
Employees
11 to 20

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