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DirectoryFinance & InsuranceFinancial ServicesMarin-EpagnierBureau Conseils Chételat et partenaires Sàrl
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Bureau Conseils Chételat et partenaires Sàrl

Summary

About the company

The company 'Bureau Conseils • Chételat & Partenaires Sàrl' offers consulting and support services in the field of financial and insurance planning. The core activities include: analysis and optimization of pension plans, planning of retirement and old-age provision, financial planning and consulting, tax returns and optimization, real estate financing, insurance consulting and management, support and consulting during business succession and transfer, as well as consulting and support in the design of assets and inheritances. The company positions itself as an independent advisor and companion, supporting its clients in planning and implementing their financial and insurance-related goals.

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Products & services

Industry:Financial Services
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✓ Offered12
Global financial advice
Global financial advice in insurance and finance, with wealth management support, retirement planning, investments, tax, mortgage financing and estate planning.
Pension / protection analysis
Protection/pension analysis for individuals, with an examination of cover in the event of illness or accident and clarification of the insured benefits.
Retirement planning
Retirement planning for individuals, with answers on early retirement, withdrawal from the 2nd pillar, tax situation and mortgage indebtedness in retirement.
Financial investments
Traditional and sustainable financial investments, with the presentation of financial partners and consideration of economic profitability and the ESG impact.
Tax return
Tax return for individuals, with pointers to optimize the tax burden and improve the tax situation.

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Location

Rue de la Gare 13
2074 Marin-Epagnier

At a glance

Legal form
Limited Liability Company
UID
CHE-114.339.853
Founded
2008 · 18 years
Last commercial register change
February 14, 2025
Employees
21 to 50

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