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DirectoryFinance & InsuranceFiduciary OfficesKaltenbachDW Finanz GmbH
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DW Finanz GmbH

Summary

About the company

The core activity of DW Finanz GmbH is the independent and neutral consulting and brokerage of financial matters, particularly in the areas of: tax returns and consulting, accounting and trust services, pension planning, financial planning, mortgages and home ownership, loans and credit cards, insurance, health insurance, and business consulting and self-employment. The company thus offers comprehensive financial services for private individuals and companies.

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Products & services

Industry:Fiduciary Offices
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6
Tax returns/tax advice
Tax returns for private individuals, with property or self-employed people; filling in documents according to legal requirements, advice on tax-saving opportunities, as well as review of tax assessment records and objections.
Accounting/fiduciary
Bookkeeping with financial accounting, accounts receivable and accounts payable, preparation of financial statements, VAT and AVS reporting, payroll accounting, and support with company formation.
Retirement/pension planning
Analysis of the pension situation in the event of invalidity, death and old age, identification of gaps in coverage and overinsurance, as well as comparison and selection of suitable solutions.
Financial planning
Analysis of the financial situation, definition of wishes and goals, identification of financial and pension coverage gaps, and preparation of a personal financial plan.
Mortgages/home ownership
Comparison of mortgage offers from banks and insurance companies, review of financing, repayment and amortisation options, and preparation of the documents.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Im Bölli 16
8259 Kaltenbach

At a glance

Legal form
Limited Liability Company
UID
CHE-113.368.852
Founded
2007 · 19 years
Last commercial register change
November 8, 2012
Employees
1 to 10

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