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DirectoryFinance & InsuranceExternal Asset ManagementFrauenfeldAnderes Finanzberatung AG
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Verified· 3 sources

Anderes Finanzberatung AG

Summary

About the company

The company's core activity is financial consulting and wealth management. The company offers services such as investment advice, wealth management, financial and pension planning, inheritance and estate planning, as well as home financing.

AI-generated
Offering

Products & services

Industry:External Asset Management
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6
Investment advice and wealth management
Investment strategy, portfolio management, long-term value growth and capital preservation, selection of understandable investments and companies, tailored to individual objectives, risk appetite and investment horizon.
Sustainable asset management
Sustainable wealth management considering environmental, social and governance factors in the interest of future generations.
Financial and pension planning
Financial planning, pension planning and tax planning with analysis of your personal financial situation, retirement provision, investment and tax aspects, and review of gaps in retirement coverage.
Financing for owner-occupied homes
Advice on financing solutions in the real-estate sector, selection of the financial institution and inclusion of options beyond traditional offerings.
Will, marriage and inheritance contract
Estate planning with transfer of assets, safeguarding close persons, avoiding disputes over inheritance and professional, neutral distribution of the estate as executor.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Location

Stammeraustrasse 9
8500 Frauenfeld

At a glance

Legal form
Corporation
UID
CHE-101.409.071
Founded
2000 · 26 years
Last commercial register change
March 12, 2024
Employees
11 to 20

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