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DirectoryFinance & InsuranceFinancial ServicesZuzwil SgATW Allfinanz Rubli
ATW Allfinanz Rubli Logo
Verified· 3 sources

ATW Allfinanz Rubli

Summary

About the company

Financial and wealth advisory services; planning in pension, insurance, tax, inheritance and financing matters

Commercial register, canton of SG·As of September 14, 2001View on Zefix
Offering

Products & services

Industry:Financial Services
✓ Offered8
Wealth advisory
Wealth advisory to align existing financial products, ongoing review of the asset mix, fair fees and long-term personal support.
Provision planning
Provision planning to secure family and income, prepare for retirement and develop an individual provision strategy.
Retirement planning
Retirement planning for early retirement, financial needs in retirement, income sources, capital requirements and questions about drawing from a pension fund or a pension.
Tax planning
Tax planning and tax advisory for individuals and legal entities, including tax returns, change of residence, gains on property sales, objections and inheritance and gift tax.
Home financing
Home financing for the purchase, construction and refinancing of owner-occupied property: financing concept, selection of the lending institution, amortisation and the bank dossier.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Kirchweg 1
9524 Zuzwil Sg
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
09:00 - 18:00
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-105.542.214
Founded
2000 · 26 years
Last commercial register change
September 14, 2001
Employees
1 to 10

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