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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingPullyCabinet d'assurances MRJ - associés - Meyer, Rod et Jost
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Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost

Summary

About the company

The company Cabinet MRJ offers services in the areas of insurance, pension planning, financing, real estate, inheritance and transfer. It is a consulting and service company that supports customers in these specific areas.

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Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered9
Insurance brokerage and advisory
Advice, management and brokerage of insurance for private individuals, SMEs, independent businesses and liberal professions, including portfolio analysis, optimisation and defence of interests.
Private and occupational provision
Life and provision insurance, occupational pension according to the LPP, retirement planning and coverage of risks related to individuals.
Real estate financing and mortgage loans
Reorganisation of real estate financing, mortgage loans and support related to financing as part of wealth management.
Wealth management and investments
Wealth management, investment strategy, savings and investments, with research of suitable solutions and portfolio optimisation.
Estate planning
Organisation of the succession and optimisation of the estate settlement within wealth and financial advisory.
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Location

Avenue de Lavaux 35
1009 Pully

At a glance

Legal form
General Partnership
UID
CHE-450.836.830
Founded
2013 · 13 years
Last commercial register change
August 5, 2013
Employees
1 to 10

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