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DirectoryFinance & InsuranceFinancial ServicesSchlierenCercamondi Finanzen
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Verified· 3 sources

Cercamondi Finanzen

Summary

About the company

The core activity of CercaMoney is to provide financial education, consulting and coaching. The company offers free financial tips, blog posts, videos and recommendations to help people understand and improve their finances. It focuses on topics such as investing, finance, retirement planning and wealth building. Additionally, CercaMoney also offers specific services such as financial coaching and household budget creation.

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Offering

Products & services

Industry:Financial Services
✓ Offered5
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Financial coaching
Independent financial coaching for private individuals, covering budget, spending optimisation, an account system, an emergency reserve, retirement provision, an investment strategy, provider selection and investment savings plans.
Retirement provision advice
Retirement provision with the 3a pillar, including an explanation of 3a and 3b, contributions, tax deductions, withdrawal options and notes on several 3a solutions.
Investment advice
Investing in Switzerland with a focus on stocks, funds, cryptocurrencies and alternative investments; develop an investment strategy and select suitable providers.
Recommendations for financial providers
Recommended providers for brokerage accounts, banking, 3a retirement provision, crypto and ETF investments, including discount or bonus codes and brief provider notes.
Financial knowledge and education
Free financial education via blog, videos and articles on saving, investing money, retirement provision, real estate, taxes, inheritance, insurance and loans.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 11 reviews across all connected sources

Sources
GGoogle511
★TrustpilotSoon
PProvenExpertSoon

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Location

Brandstrasse 21
8952 Schlieren
Opening hours
Mon
17:00 - 21:00
Tue
17:00 - 21:00
Wed
17:00 - 21:00
Thu
17:00 - 21:00
Fri
16:00 - 20:00
Sat
09:00 - 14:00
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-471.300.788
Founded
2021 · 5 years
Last commercial register change
August 22, 2022
Employees
1 to 10

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