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DirectoryFinance & InsuranceFinancial ServicesAuensteinch Finanzberatung GmbH
ch Finanzberatung GmbH Logo
Verified· 3 sources

ch Finanzberatung GmbH

Summary

About the company

The core activity of ch Finanzberatung GmbH is independent financial consulting and planning for private individuals. The services include, among others, budget planning, asset accumulation, provision, investments, insurance, real estate, retirement, taxes, and property and inheritance law. The company offers individual and tailored solutions to meet the financial needs of its clients.

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Products & services

Industry:Financial Services
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Budget planning
Joint preparation of a detailed budget, review of income and expenses, identification of savings opportunities and optimisation potential.
Wealth building
Advice on systematically setting money aside and on the strategy for building wealth and achieving financial goals.
Retirement and disability planning
Provision analysis for disability and retirement, identifying gaps in coverage and closing them with suitable products.
Investment advice
Clarifying suitable investment options, reviewing and optimising existing portfolios.
Insurance consultation
Review of existing policies, avoiding overlapping coverages, and looking for more cost-effective offers.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle57
★TrustpilotSoon
PProvenExpertSoon

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

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Location

Hausacher 19
5105 Auenstein
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
08:00 - 12:00
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-252.992.049
Founded
2023 · 3 years
Last commercial register change
January 19, 2023
Employees
11 to 20

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