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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBaselB&F Partner GmbH
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B&F Partner GmbH

Summary

About the company

The company provides comprehensive financial services, including tax optimization, wealth accumulation, pension planning, home ownership planning, estate planning, and expatriate services. The core activity involves creating and implementing individual financial plans to support clients in achieving their financial goals.

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Products & services

Industry:Insurance Brokerage & Consulting
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Tax planning and optimization
Tax advice for private individuals and sole proprietorships, including tax returns, use of deduction options, tax credits and tax structuring.
Pension planning
Advice on retirement provision with personalized strategies, design of pension plans, optimization of savings, investments and income, as well as regular reviews.
Expatriate service
Holistic advice for moving to and from Switzerland, covering finances, bank accounts, insurance, taxes, pension transfers and wealth transfers.
Home ownership planning
Advice on buying and financing owner-occupied property, including equity, insurance, ongoing costs, tax aspects and risk assessment.
Wealth building and investment planning
Advice on building, managing and increasing wealth with personalized investment strategies, risk assessment, geographic preferences and tax planning.
Estate planning
Estate advisory with mandate for personal protection, advance medical directives, power of attorney, executor appointment, as well as advice on inheritance law provisions and tax obligations.
Education and training
Financial trainings and workshops for companies, clients and expatriates on social security, retirement provision, taxes, pensions and legislative changes.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 30 reviews across all connected sources

Sources
GGoogle4.930
★TrustpilotSoon
PProvenExpertSoon

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Location

Freie Strasse 2a
4001 Basel
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 12:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-396.753.651
Founded
2013 · 13 years
Last commercial register change
March 3, 2022
Employees
1 to 10

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