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DirectoryFinance & InsuranceFinancial ServicesBioggioAncora Consulting sagl
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Ancora Consulting sagl

Summary

About the company

The core activity of Ancora Consulting is the provision of services in the field of financial and insurance consulting, including: * Pension and provident fund consulting * Insurance consulting * Mortgage consulting * Investment consulting * Mandate and pension consulting * Financial education and training. The company positions itself as an independent advisor with a strong ethical code and offers its customers individual solutions in the mentioned areas.

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Products & services

Industry:Financial Services
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Financial advisory
Comprehensive financial advisory with tailored solutions to protect the future, the family and projects; includes mortgages, investments, pension provision, precautionary mandate and insurance.
Mortgages
Mortgages with affordability analysis, property valuation, search for the best financing and financial planning for real-estate investments.
Investments
Customised investment strategies to grow assets, with diversified portfolios, risk analysis, continuous monitoring and strategic advisory.
Retirement provision
Analysis of the pension situation, advice on the pension fund and private retirement provision, with tax optimisation for retirement planning.
Precautionary mandate
Advisory to draft a legal document that defines who may dispose of assets in the event of loss of capacity, with asset protection and family safeguards.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle55
★TrustpilotSoon
PProvenExpertSoon

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Location

Via della Posta 21
6934 Bioggio
Opening hours
Mon
09:00 - 20:00
Tue
09:00 - 20:00
Wed
09:00 - 20:00
Thu
09:00 - 20:00
Fri
09:00 - 20:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-435.111.487
Founded
2024 · 2 years
Last commercial register change
August 14, 2024
Employees
1 to 10

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