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DirectoryFinance & InsuranceFinancial ServicesLachen SzDönni Finanzbutler GmbH
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Verified· 3 sources

Dönni Finanzbutler GmbH

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.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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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

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