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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,740 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichAM Swiss Finance GmbH
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AM Swiss Finance GmbH

Summary

About the company

The core activity of AM Swiss Finance GmbH is the independent and individual consulting of private individuals and self-employed/SMEs in the areas of insurance, finance and pension planning. This includes the analysis and optimization of insurance policies, the creation of asset and pension plans, as well as consulting on the implementation and monitoring of investment strategies.

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Products & services

Industry:Financial Services
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✓ Offered12
Financial Advisory
Independent, structured advice for self-employed people, families and professionals; bringing clarity to your finances, assessing your situation, providing clear recommendations for action and supporting implementation.
Insurance Advisory
Insurance and policy review with analysis of existing solutions, gaps and unnecessary costs; comparing offers and support when concluding suitable solutions.
Retirement Planning
Advice on Pillar 3a, the 2nd pillar and retirement provision; analysis of existing retirement solutions, identifying gaps and developing suitable optimization steps.
Financial Planning & Wealth Building
Personal financial planning with budget, structure and strategic wealth building; including an investment and investment strategy as well as guidance for long-term financial security.
Pension Planning
Planning for retirement with an assessment of your financial situation, provision and the steps required for the period after working life.

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Location

Flurstrasse 19
8048 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-171.819.014
Founded
2019 · 7 years
Last commercial register change
July 15, 2026
Employees
1 to 10

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