CB Consulting AG is an independent asset management and financial planning firm. Its services include asset management, financial planning, tax return preparation and tax advice, insurance and health-insurance brokerage, mortgage comparisons, pension and inheritance advisory, and support for property sales.
AI-generated
Offering
Products & services
Industry:Insurance Brokerage & Consulting
Outbound 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.
Professional and independent management of significant private and institutional assets across various asset classes, with ongoing monitoring of the investment portfolio.
Financial planning
Preparation of financial plans for private households and businesses, including capital requirements planning, liquidity planning and integrated consideration of taxes, law and retirement/pension provision.
Tax returns, tax consulting and tax planning
Completion of tax returns, tax consulting and tax planning, support with tax optimisation, real estate capital gains tax, and representation before tax authorities.
Insurance & health insurance
Intermediation, administration and support of individually tailored insurance and health insurance solutions, including assistance in the event of a claim or illness.
Mortgage comparisons
Comparison and brokerage of mortgages for owner-occupied housing and rental properties, with selection of suitable financing models and optimisation of the interest burden.
Knowledge
No knowledge articles yet
Once CB Consulting AG has claimed this profile, we'll publish editorial articles and case studies here together.