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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSt. GallenClaudia Rechsteiner GmbH
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Claudia Rechsteiner GmbH

Summary

About the company

The core activity of Rechsteiner Finanzplanung is independent and individual financial consulting for private individuals and companies. The services include the creation of financial plans, the analysis and optimization of pension and insurance solutions, tax consulting and planning, as well as the brokerage of financial, pension and insurance products. The company also offers trust services and supports customers in achieving their financial goals.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered10
Financial planning
Financial planning for individuals and businesses, including analysis of the current situation, proposals for measures, selection of products and services, as well as implementation and adjustment.
Retirement planning advice
Analysis and advice on retirement planning, social insurance, pension funds, vested benefits (freizügigkeitsguthaben), retirement assets, and life insurance for individuals and businesses.
Insurance advisory
Advice on personal, liability and property insurance as well as health loss of earnings (daily sickness benefits) and accident insurance; including cost and benefit comparisons and product selection.
Wealth planning
Strategic allocation of assets, budget and liquidity planning, financing of real estate, and mortgages and amortisation.
Tax advice and tax return
Tax returns as well as tax advice and tax planning for individuals as part of overall financial planning.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Gartenstrasse 5
9000 St. Gallen

At a glance

Legal form
Limited Liability Company
UID
CHE-110.365.550
Founded
2003 · 23 years
Last commercial register change
December 20, 2011
Employees
1 to 10

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