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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingWetzikon ZhDaniel Item Beratungen GmbH
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Daniel Item Beratungen GmbH

Summary

About the company

The core activity of Daniel Item's company is the provision of financial services, particularly in the areas of: * Pension planning and analysis * Retirement planning * Concubinage and inheritance law * Individual non-life insurance solutions The company provides professional advice and solutions for customers to shape their financial future and achieve their goals.

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Products & services

Industry:Insurance Brokerage & Consulting
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Retirement planning advice and analysis
Individual retirement planning advice, analysis of the current situation and future needs, focusing on pension planning as well as the three pillars of AHV, BVG, and private provision.
Pension planning
Custom pension planning to shape financial prospects and secure the standard of living in retirement.
Advice on cohabitation and inheritance law
Personal advice on cohabitation and inheritance law to regulate non-marital partnerships and protect legal interests.
Advice on non-life insurance
Personal advice on household contents, liability, and other non-life insurance for home, businesses, or personal assets.

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Location

Pfrundweidweg 22
8620 Wetzikon Zh
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-456.689.651
Founded
2016 · 10 years
Last commercial register change
March 16, 2016
Employees
1 to 10

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