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DirectoryFinance & InsuranceFinancial ServicesFrauenfeldBeratungszentrum AG
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Beratungszentrum AG

Summary

About the company

The company 'Beratungszentrum' provides independent consulting services in the areas of insurance and asset management. The core activities include individual consulting for private and corporate clients in the selection and management of insurance and assets, as well as the brokerage of insurance products and the creation of asset management plans.

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Offering

Products & services

Industry:Financial ServicesInsurance Brokerage & Consulting
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✓ Offered5
Health insurance advice
Check health insurance, compare providers, analyse the deductible (franchise) and plan model, request suitable quotes, and handle termination, registration and switching.
Insurance consulting
Review existing policies, compare premiums, analyse coverage and additional benefits, and advise on home contents, liability, car, legal protection, building and travel insurance.
Assistance with tax returns
Prepare tax returns for the canton of Thurgau, check supporting documents, take deductions into account, meet deadlines and, on request, pick up or return documents.
Wealth management
Invest assets starting from CHF 10'000/20'000, define a personal investment strategy, show costs transparently and make the portfolio accessible online.
Depot analysis
Review an existing depot for costs, risks, strategy and diversification, and identify optimization potential for the investment.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 11 reviews across all connected sources

Sources
GGoogle511
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

January 29, 2024Media
Tomaselli gründet Beratungszentrum
leaderdigital.ch

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Location

Langfeldstrasse 53c
8500 Frauenfeld
Opening hours
Mon
08:00 - 19:00
Tue
08:00 - 19:00
Wed
08:00 - 19:00
Thu
08:00 - 19:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-286.211.810
Founded
2022 · 4 years
Last commercial register change
July 23, 2026
Employees
11 to 20

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