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DirectoryFinance & InsuranceFiduciary OfficesZurichCDC Dietrich GmbH
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CDC Dietrich GmbH

Summary

About the company

The core activity of CDC Dietrich GmbH is neutral all-financial consulting for private individuals in the areas of: National tax law, Social insurance and pension planning, Financial investments and real estate, Marriage and inheritance law, Succession planning, and Business start-ups. The company provides individual consulting and accompanies customers in the optimal use of their financial resources. It works independently of product sales and focuses on customer benefits. Additionally, the company offers board of directors and accounting services.

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Products & services

Industry:Fiduciary Offices
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Tax advisory
Advice on national tax law, support with tax matters, representation before authorities and optimal use of financial resources.
Insurance advisory
Advice on insurance, social security and retirement planning, with independent support with insurers and authorities.
Investment advisory
Advice on financial investments and the deployment of assets, with independent support for needs-based financial planning.
Real estate advisory
Advice on real estate within financial and family planning, tailored to the personal situation.
Family and inheritance law advisory
Advice on family and inheritance law, in particular regarding private assets and estate matters.
Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 19 reviews across all connected sources

Sources
GGoogle4.619
★TrustpilotSoon
PProvenExpertSoon

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Location

Aemtlerstrasse 17
8003 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-438.995.966
Founded
2021 · 5 years
Last commercial register change
August 31, 2021
Employees
1 to 10

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