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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingHinwilBBS Finanzplanung AG
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BBS Finanzplanung AG

Summary

About the company

The core activity of BBS Finanzplanung AG is the independent brokerage of financial and insurance products, including investment advice and needs assessment, for private households and small and medium-sized enterprises (SMEs).

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance broker service
Independent needs assessment, quotation comparison and advice for private clients and SMEs; support with taking out insurance as well as claims and formalities.
Financial planning
Independent analysis and evaluation of financial topics such as investments, retirement provision, pension planning and owner-occupied property financing; advice with suitable offers from banks and insurers.
Investment advisory
Personal creation of an investor profile, selection of suitable investment strategies and compilation of transparent solutions for safety- or return-oriented investments.
Retirement and pension planning
Development of a personal retirement provision concept, clarification of the required assets and guidance on the path to a secured retirement.
Home financing
Advice on financing a first owner-occupied home, on refinancing existing mortgages and on planning real-estate investments.

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Location

Bachtelstrasse 38
8340 Hinwil
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:30
Tue
08:00 - 12:00, 13:30 - 17:30
Wed
08:00 - 12:00, 13:30 - 17:30
Thu
08:00 - 12:00, 13:30 - 17:30
Fri
08:00 - 12:00, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-108.676.650
Founded
1997 · 29 years
Last commercial register change
June 11, 2020
Employees
1 to 10

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