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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesLachen SzDönni Finanzbutler GmbH
Dönni Finanzbutler GmbH Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of the company 'Dönni Finanzbutler GmbH' is independent financial planning and consulting for private individuals, including services such as retirement planning, tax consulting, provision planning, mortgage financing, investment and estate planning.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered10
Comprehensive financial advice
Comprehensive financial advice with a written financial plan, a free initial consultation, ongoing support, administrative assistance, as well as negotiations with banks, insurers or tax authorities.
Retirement planning
Retirement planning with analysis of the AHV, pension fund and Pillar 3a, early retirement, receipt of a pension or a lump-sum payout, tax consequences and a written basis for decision-making.
Mortgage advisory
Independent mortgage advisory for owner-occupied home financing, including strategy planning, selection of the appropriate lending institution, repayments and negotiation of terms and conditions.
Wealth planning
Wealth planning for building, structuring and using savings, including Pillar 3a, retirement provision, real estate and alignment with personal life phases.
Portfolio analysis
Portfolio analysis with review of investment strategy, portfolio composition, diversification, concentration risks, costs, taxes and implementation using passive products.
Tax advice and tax return
Tax advice and completion of the private tax return, including tax planning, pension contributions, securities portfolio, property maintenance and staggered pension withdrawals.
Retirement and insurance planning
Advisory on benefits for illness, accident, disability and death, as well as gaps in coverage, starting a family and home ownership.
Estate planning
Estate planning including wills, marriage and inheritance agreements, right of residence, usufruct, and support in more complex inheritance situations together with lawyers and notaries.
Advance directive and patient directive
Advance directive and patient directive to arrange representation, medical decisions and to avoid measures by the Kindes- und Erwachsenenschutzbehörde (KESB).
Retirement seminar
Free retirement seminar with information on retirement planning, the AHV, pension fund, Pillar 3a, taxes, owner-occupied home financing and the advance directive.
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3.8/5

Dönni Finanzbutler GmbH

Trust & reputation

ranQ Trust Score of Dönni Finanzbutler GmbH: 3.8 out of 5.0

Trust Score3.8/ 5.0

High

x

Data basis 96% · As of October 2026

Dönni Finanzbutler GmbH scores 49.8 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.68.224%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.17.610%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.35.08%
Dönni Finanzbutler GmbH scores 78.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.89.612%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Dönni Finanzbutler GmbH scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Dönni Finanzbutler GmbH scores 20.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.20.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Dönni Finanzbutler GmbH reaches a ranQ Trust Score of 3.8 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 1 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Mittlere Bahnhofstrasse 10
8853 Lachen Sz

At a glance

Legal form
Limited Liability Company
UID
CHE-331.099.409
Founded
2015 · 11 years
Last commercial register change
November 17, 2015
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
88.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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