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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingFrickColfina Finanz/Treuhand AG
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Colfina Finanz/Treuhand AG

Summary

About the company

Colfina Finanz/Treuhand AG provides financial and fiduciary services, with core offerings in financial planning, tax return preparation and accounting. It also advises on investments, real estate and home-financing, supports company formations and SME succession planning, and is registered as an insurance intermediary (VAG).

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
Financial planning
Holistic financial planning with analysis of goals, budget, wealth structure, risk and product comparison; including accumulation and retirement planning as well as taking account of marital and inheritance law.
Insurance
Insurance advice and administration as a brokerage service, with product comparisons, quotations, policy servicing, retirement planning analysis, life insurance, occupational pension provision and property insurance.
Taxes
Tax planning, completing tax returns, tax comparisons and support for expats; including review, representation before authorities and objections.
Investments
Advice on insurance investments, bank investments and real estate investments, taking into account risk profile, diversification, volatility and investment horizon.
Real estate brokerage
Advice and support for real estate transactions including property valuations, listings, viewings, sale negotiations, purchase agreements, handover, letting and management.
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Reviews

Aggregated rating

Aggregated rating
2.3
of 5

Aggregated from 9 reviews across all connected sources

Sources
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Location

Hauptstrasse 36
5070 Frick

At a glance

Legal form
Corporation
UID
CHE-113.555.199
Founded
2007 · 19 years
Last commercial register change
August 3, 2026
Employees
1 to 10

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