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DirectoryFinance & InsuranceFinancial ServicesZugEcofinanz.ch GmbH
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Ecofinanz.ch GmbH

Summary

About the company

The core activity of Ecofinanz encompasses the provision of services in the following areas: Insurance: consulting and brokerage of insurance solutions Mortgages: consulting and brokerage of mortgages and financing for owner-occupied homes Pension planning: consulting and planning of financial security and provision Taxes: tax consulting and handling to avoid delays and save costs. The company positions itself as a credit, insurance and trust office that strives for long-term customer and partner relationships and relies on expertise and connections in the banking and insurance industry.

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Offering

Products & services

Industry:Financial Services
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✓ Offered4
Mortgage advisory
Advisory for financing an apartment, house or property, including an affordability analysis, support with buying real estate and negotiation of better terms with banks.
Insurance advisory
Analysis of existing insurance policies, needs assessment, comparison of offers and adjustment to actual needs for business and private insurance.
Retirement planning advisory
Advisory on retirement provision, early retirement as well as disability and capital protection, including an analysis of gaps in coverage and recommendations for financial security.
Tax advisory
Organisation and preparation of tax returns, support with tax savings, and collection and evaluation of the required documents for private individuals and property owners.
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

Fridbachweg 19
6300 Zug

At a glance

Legal form
Limited Liability Company
UID
CHE-492.267.240
Founded
2012 · 14 years
Last commercial register change
January 10, 2025
Employees
1 to 10

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