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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBettingenBeo Naiss United GmbH
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Beo Naiss United GmbH

Summary

About the company

The core activity of Beo Naiss United GmbH is the independent consulting and brokerage of insurance and financial products for private and corporate clients. The company offers individual solutions and services such as financial planning, tax consulting and claims reporting, without distributing its own products, in order to maintain objectivity and independence.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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6
Insurance advice and placement for private clients
Insurance advice, selection of suitable coverages, comparison of current offers, independent support, provision for retirement, home ownership, wealth building and pension planning.
Insurance advice and administration for business clients
Advice for companies on insurance, pension plans and social insurance, as well as, on request, analysis, optimization and administration of the entire insurance portfolio.
Financial planning
Individual financial planning for career starters, business founders and other clients; analysis of assets and overall situation, risk willingness, budgeting, cash flow and long-term financial future.
Tax optimization
Tax optimization and tax planning for private individuals and businesses; tailored tax models, risk analysis, optimization of tax returns, deductions, depreciation and taxation of capital gains.
Claims reporting
Claims reporting for insurance cases with details on policyholder, loss event, date and time, plus file upload; categories such as inventory-buildings, liability, motor vehicle, persons and business interruption.

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Location

Baiergasse 58
4126 Bettingen

At a glance

Legal form
Limited Liability Company
UID
CHE-373.957.705
Founded
2022 · 4 years
Last commercial register change
March 4, 2026
Employees
1 to 10

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