The core activity of Argoviesion AG is the provision of services in the field of finance and insurance, particularly in insurance consulting, brokerage services, financial planning, tax optimization, asset management and complex consulting.
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Industry:Insurance Brokerage & Consulting
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Neutral and independent advice on all insurance and retirement planning matters, for example when purchasing owner-occupied property, building retirement provision, or protecting income against illness.
Brokerage service
Ongoing management and monitoring of insurance portfolios, as well as needs-based solutions based on a risk analysis, in collaboration with partner Behmen Versicherungsbroking AG.
Financial planning
Comprehensive financial planning including pension planning, analysis of financial options, development of assets, expenses and tax implications, as well as implementation proposals.
Tax optimization
Tax planning and tax-optimising advice with options such as buying additional contribution years, tied retirement provision, and indirect amortisation.
Asset management
Individual asset investment and management of assets with transparent and independent partners.
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