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DirectoryFinance & InsuranceFinancial ServicesSt. ErhardChristian Ottiger Beratungen AG
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Christian Ottiger Beratungen AG

Summary

About the company

Christian Ottiger Beratungen AG is a financial advisory firm providing advice on pension funds and AHV, retirement planning, and wealth management for individuals and small businesses. Services include pension analyses, pillar 3a solutions, portfolio and insurance advice, and assistance with vested benefits and tax-related matters.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Pension Fund and AVS Advice
Clear advice on the pension fund and AVS, including pension statements, vested benefits, foundations and investments; also support for SMEs on tax-related topics.
Wealth Management Advice
Wealth management advice with a risk profile, investment basis, and time horizon, support with opening investment accounts, ongoing administration, and analysis of existing investments.
Retirement Planning Advice
Retirement planning advice to review existing solutions, identify gaps and unnecessary products, and assess resilience to inflation and viability in an emergency.
Retirement Planning Analysis
Analysis of the entire retirement planning situation covering AVS/AI, the pension fund and private planning, including review of income in an emergency, budget, taxes, calculations and applications.
Pillar 3a Advice
Advice on Pillar 3a with a comparison of bank solutions and combined insurance solutions, including savings contributions and coverage in case of loss of earning capacity.
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Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 104 reviews across all connected sources

Sources
GGoogle4.9104
★TrustpilotSoon
PProvenExpertSoon

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Location

Kornfeld 1
6212 St. Erhard
Opening hours
Mon
09:00 - 21:00
Tue
09:00 - 21:00
Wed
09:00 - 21:00
Thu
09:00 - 21:00
Fri
09:00 - 21:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.708.241
Founded
2009 · 17 years
Last commercial register change
September 3, 2014
Employees
1 to 10

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