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DirectoryFinance & InsuranceFinancial ServicesNyonAssetial Sàrl
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Verified· 3 sources

Assetial Sàrl

Summary

About the company

The core activity of Assetial is the provision of financial services, particularly in the areas of: Mortgage and financing, Pension planning and prevention (Pillar 3a and 3b), Tax consulting and planning, Investments and asset management, Insurance and risk management. The company offers its customers individual solutions and consulting in these areas to improve their financial situation and achieve their goals.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Mortgage financing
Mortgage financing, finding the best rate, comparison of more than 36 banks, preparation of the application file, follow-up after the handover of the keys.
Quasi-resident
Tax support for cross-border workers and residents with a B permit, eligibility simulation, rectification of withholding tax, preparation and e-submission of the declaration.
Retirement
Retirement planning, early retirement, choice between capital and annuity, analysis of the tax impacts, pension buybacks and financial strategy.
Provision
Advice on private provision and free passage, comparison of pillar 3A and 3B, choice of bank or insurance, family protection and tax optimization.
Investment
Advice on sustainable investment, equities, bonds, investment funds, structured products and definition of a strategy based on risk profile and objectives.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 257 reviews across all connected sources

Sources
GGoogle5257
★TrustpilotSoon
PProvenExpertSoon

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Location

Route de Saint-Cergue 303
1260 Nyon
Opening hours
Mon
09:00 - 19:00
Tue
09:00 - 19:00
Wed
09:00 - 19:00
Thu
09:00 - 19:00
Fri
09:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-299.325.564
Founded
2020 · 6 years
Last commercial register change
August 27, 2020
Employees
1 to 10

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