Verified· 2 sources

CSFI Partners SA

Summary

About the company

The core activity of CSFI Partners SA is the consulting and brokerage of financial services, particularly in the field of real estate financing, as well as the brokerage of insurance solutions. The company offers its clients independent and neutral advice in the selection of mortgages, loans and insurance, and negotiates on behalf of its clients with renowned financial institutions.

AI-generated

Offering

Products & services

Industry:Insurance Brokerage & Consulting

✓ Offered5

Real estate financing

Advice on real estate financing, financial planning, negotiation of the terms of mortgage loans, choice of amortisation and support for the purchase, construction or land in Switzerland and France.

Insurance brokerage

Insurance brokerage to cover the real estate project, in particular loan insurance, life insurance and disability insurance, with selection of solutions in Switzerland and France.

Tax advice

Tax advice related to the real estate project, the financial situation and wealth planning, in Switzerland as in France.

Wealth advisory

Wealth advisory to structure capital, taking into account taxation, social cover and personal objectives.

Retirement planning

Retirement planning linked to real estate financing, retirement provision, taxation and the insured's objectives.

Outbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub

CSFI Partners SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

CSFI Partners SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

No knowledge articles yet

CSFI Partners SA in comparison

Industry comparisons are coming soon

Similar companies