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DirectoryFinance & InsuranceFinancial ServicesZugAndreas Buchmann FinConsulting
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Andreas Buchmann FinConsulting

Summary

About the company

The core activity of FinConsulting is the provision of financial advisory and services, including insurance, tax returns, pension planning, saving and investing, and real estate. The company offers independent financial coaching in the interest of the customer and supports private and business clients in their financial matters.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Advice on insurance and health insurance
Insurance and health insurance for household, buildings, motor vehicles, legal protection, life and health; needs, price and performance are reviewed and suitable solutions are developed.
Tax returns and tax optimisation
Tax returns for individuals and legal entities, tax planning, tax optimisation and support with completing forms as well as keeping an overview of tax documents.
Retirement and pension planning
Pension planning with an annuity or capital, early retirement, budget planning, taxes, home ownership situation, will and power of attorney for matters of personal welfare.
Saving and investing
Savings and investment advisory with accounts, investment funds, securities, insurance and real estate; defining objectives, budget, flexibility as well as opportunities and risks.
Homeownership advisory
Financing concepts and affordability for owner-occupied homes, mortgage models, contract review, purchase processing, market values and support with selling the property.
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Location

Baarerstrasse 59
6300 Zug

At a glance

Legal form
Sole proprietorship
UID
CHE-266.023.352
Founded
2011 · 15 years
Last commercial register change
April 11, 2011
Employees
1 to 10

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