ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Partner program
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesMarin-EpagnierBureau Conseils Chételat et partenaires Sàrl
Bureau Conseils Chételat et partenaires Sàrl Logo
Verified· 2 sourcesTrust Score
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.

AI-generated
Offering

Products & services

Industry:Financial Services
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
4.1/5

Bureau Conseils Chételat et partenaires Sàrl

✓ 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.
Tax optimisation
Tax optimisation for individuals, with analysis of options to reduce the tax burden and adapt the tax situation.
Mortgage financing
Mortgage financing for individuals, with assessment of the purchase, support for taking out or renewing a mortgage and comparison of providers.
Comprehensive insurance advice
Comprehensive insurance advice for private insurance, with analysis of desired benefits and the covers already in place in the insurance portfolio.
Pillar 3a / 3b – our approach
Support in choosing pillar 3a / 3b, with a comparison between insurance, bank and wealth management depending on the family situation and estate situation.
Estate planning
Estate planning for individuals, with consideration of transferring assets and the consequences at the time of death.
Occupational pension provision
Occupational pension provision for companies, with mandatory LPP plans, over-mandatory provision and executive plans, as well as selection of the contractual partner.
Personal insurance and property insurance for businesses
Personal insurance and property insurance for businesses, including loss of earnings due to illness, mandatory accident insurance, property cover, buildings, motor vehicles and liability.
Trust & reputation

ranQ Trust Score of Bureau Conseils Chételat et partenaires Sàrl: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Bureau Conseils Chételat et partenaires Sàrl has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Bureau Conseils Chételat et partenaires Sàrl scores 89.7 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
Bureau Conseils Chételat et partenaires Sàrl scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Bureau Conseils Chételat et partenaires Sàrl scores 1.7 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.1.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Bureau Conseils Chételat et partenaires Sàrl reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

No knowledge articles yet

Once Bureau Conseils Chételat et partenaires Sàrl has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Bureau Conseils Chételat et partenaires Sàrl in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Bureau Conseils Chételat et partenaires Sàrl by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Bureau Conseils Chételat et partenaires Sàrl to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.88.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
  • Full methodology

    Similar companies

    SS
    SHANSA SA
    Bevaix
    FC
    Finex Conseils SA
    Neuchâtel
    SL
    Swiss Life, Agence générale de Neuchâtel-Jura, Antonio de Sousa, Agent Général
    Neuchâtel
    AG
    ATOM Group SA
    Neuchâtel
    FS
    FoxAdvisor SA
    Neuchâtel
    NH
    Neuchâtel Hypothèques Sàrl
    Neuchâtel
    BB
    Banque Bonhôte & Cie SA
    Neuchâtel
    AG
    Alto Groupe SA
    Auvernier