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DirectoryFinance & InsuranceExternal Asset ManagementRotkreuzArmida Finance AG
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Verified· 3 sources

Armida Finance AG

Summary

About the company

Armida Finance AG is an independent financial services firm offering private clients advice on pension provision, asset building, insurance and tax matters. Services are provided online or in person and include financial planning, savings and investment guidance and mortgage advice.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
Personal financial planning
Personal financial planning for analysing the current situation, creating a concrete financial plan, and regularly adjusting it to life circumstances and goals.
Saving and investing
Saving and investing with a savings and investment strategy, selecting savings or investment products on the open market, fund saving, and crypto investments.
Retirement planning advice
Retirement planning advice with a retirement check, analysis of risk tolerance, savings goals, as well as professional and private circumstances, including support with pillar 3a and 3b solutions.
Mortgage advice
Mortgage advice for owner-occupied home financing, calculation of the optimal mortgage amount, interest optimisation, comparison of offers, and support throughout the purchase process.
Tax advice and tax return
Tax advice for tax optimisation, tips and tricks to reduce the tax burden, completion of the tax return, and advice on pillar 3a, pension fund buy-ins, and homeownership.
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Reviews

Aggregated rating

Aggregated rating
4.7
of 5

Aggregated from 94 reviews across all connected sources

Sources
GGoogle4.794
★TrustpilotSoon
PProvenExpertSoon

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Location

Blegistrasse 1
6343 Rotkreuz
Opening hours
Mon
09:00 - 12:00, 13:30 - 17:30
Tue
09:00 - 12:00, 13:30 - 17:30
Wed
09:00 - 12:00, 13:30 - 17:30
Thu
09:00 - 12:00, 13:30 - 17:30
Fri
09:00 - 12:00, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-427.899.181
Founded
2019 · 7 years
Last commercial register change
April 1, 2026
Employees
11 to 20

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