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DirectoryFinance & InsuranceFiduciary OfficesBaselBlattner Partner GmbH
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Blattner Partner GmbH

Summary

About the company

The core activity of BlattnerPartner GmbH is neutral and independent financial consulting for private individuals and companies in the areas of: * Retirement planning * Tax consulting * Wealth consulting * Provision consulting * Pension fund consulting. The company does not offer its own financial products, but advises customers on the selection and optimization of existing offers from banks, pension institutions and insurance companies.

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Products & services

Industry:Fiduciary Offices
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Retirement Planning
Retirement planning for early, partial and ordinary retirement; coordination of pension fund, AHV, taxes, assets, mortgages and estate planning.
Tax Advisory
Tax advisory for individuals, self-employed clients and companies; tax optimisation, tax planning, pillar 3a, retirement, inheritances, salary and dividend coordination.
Wealth Advisory
Wealth advisory for analysing and structuring assets; wealth concept, ETFs, risk profile, cost optimisation, property financing and tax-efficient structuring.
Pension and Insurance Planning
Pension and insurance planning to coordinate the three pillars; analysis of coverage gaps, protection against disability and death, advice for self-employed and employees.
Pension Fund Advisory
Pension fund advisory for companies and self-employed clients; analysis of existing solutions, optimisation of benefits and costs, 1e plans, executive pension plans and investment strategy.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Heuberg 7
4051 Basel
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
Limited Liability Company
UID
CHE-104.897.583
Founded
1998 · 28 years
Last commercial register change
November 2, 2018
Employees
1 to 10

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