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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMontheyCagliesi Conseils SA
Cagliesi Conseils SA Logo
Verified· 3 sources

Cagliesi Conseils SA

Summary

About the company

The core activity of Cagliesi Conseils SA is the provision of services in the field of financial consulting, insurance and real estate financing. The company offers neutral and professional advice to support customers in selecting the most suitable insurance company or bank. It also provides free information events for companies and individuals to inform them about various financial topics.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered5
Private insurance advisory
Independent advice for private insurance, comparison of offers, contract management, assistance in the event of a claim for home, liability, vehicles, private provision, legal protection, travel, pets, cyber and health.
Brokerage and advice for business insurance
Analysis of needs and risks, selection and negotiation of insurance solutions, administrative follow-up, claims handling and financial advice for start-ups and established SMEs.
Real estate financing advisory
Support for mortgage financing, from project analysis to signing with the notary, including determination of purchasing capacity, structuring of the financing, negotiation and tax and inheritance advice.
Retirement planning
Consulting dedicated to retirement planning, with a tailored analysis of the financial and asset situation, financial projections and practical advice to secure future income.
PPE (condominium) service
Support for PPE condominium administrators to assess building insurance needs, identify risks and monitor claims.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 105 reviews across all connected sources

Sources
GGoogle5105
★TrustpilotSoon
PProvenExpertSoon

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

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Location

Rue de Venise 8
1870 Monthey
Opening hours
Mon
08:00 - 18:30
Tue
08:00 - 18:30
Wed
08:00 - 18:30
Thu
08:00 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-430.691.132
Founded
2024 · 2 years
Last commercial register change
February 8, 2024
Employees
1 to 10

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