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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichCMK advice GmbH
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CMK advice GmbH

Summary

About the company

The core activity of CMK advice is independent financial planning and consulting for private and corporate clients in the areas of insurance, finance, real estate, pension planning and start-up support.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered
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7
Insurance consulting for private clients
Insurance check, analysis of existing policies, clarification of coverage gaps, creation of a personal insurance portfolio and comparison of competing offers.
Insurance consulting and administration for business clients
Consulting and administration of individual insurance contracts up to complete assumption of an in-house broker mandate for corporate clients.
Insurance consulting
Advisory services for household contents, private liability, buildings, motor vehicle, valuables, art, travel, legal protection, cyber and health insurance.
Financial analysis and retirement planning consulting
Budget planning, retirement provision 3a/3b, tax planning, pension fund analysis, disability and death coverage, retirement planning, as well as goal and savings planning.
Real estate consulting
Affordability analysis, financing models and mortgage types, as well as advice on insurance coverage for a house, apartment or holiday home in case of purchase, conversion or renovation.
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

Alderstrasse 40
8008 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-191.928.818
Founded
2013 · 13 years
Last commercial register change
July 31, 2020
Employees
11 to 20

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