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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,924 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesCoppetConseilia Sàrl
Conseilia Sàrl Logo
Verified· 3 sources

Conseilia Sàrl

Summary

About the company

Conseilia offers ethical consulting services, particularly in the areas of finance, taxes, insurance and retirement planning. The core activity includes individual consulting for private individuals, both Swiss citizens and cross-border commuters, in planning and implementing their financial goals. This includes, among other things, asset management, tax planning, selecting insurance solutions and planning for retirement.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Tax analysis and optimisation
Tax analysis of personal situations, tax returns, corrections, optimisations and deductions for Swiss residents; support with withholding tax, cantonal differences, and 2nd/3rd pillar planning.
Health insurance advisory (CMU/LAMal)
Comparisons and advice between CMU and LAMal for cross-border workers, including cost, coverage, residence and family situation, and suitable solutions.
Insurance advisory
Advice on Swiss insurance, especially supplementary health cover, household, liability, car, property and pet insurance, with tailored comparisons.
Pension and retirement planning
Advice on AHV/AVS, occupational pension and 3rd pillar planning, including retirement planning, LPP asset search, tax-advantaged saving and withdrawal options.
Real estate advisory and financing
Support for property projects, income-producing real estate and tax optimisation; help with investments, wealth building and property-related solutions.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 210 reviews across all connected sources

Sources
GGoogle5210
★TrustpilotSoon
PProvenExpertSoon

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Location

Route de Founex 6
1296 Coppet
Opening hours
Mon
08:00 - 20:00
Tue
08:00 - 20:00
Wed
08:00 - 20:00
Thu
08:00 - 20:00
Fri
08:00 - 20:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-227.200.975
Founded
2022 · 4 years
Last commercial register change
July 22, 2024
Employees
21 to 50

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