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DirectoryFinance & InsuranceFinancial ServicesLes DiableretsEquiFinance, Sandra Iannaccio
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EquiFinance, Sandra Iannaccio

Summary

About the company

The core activity of EquiFinance is to provide financial advisory services, particularly for medical professionals and self-employed individuals. The founder and financial advisor Sandra Iannaccio offers individual consulting and support in planning and implementing projects, including the establishment of medical practices, financial planning and corporate governance.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered8
Financial advice
Independent and neutral financial advice for life projects, savings, taxation, budget, financing, insurance, provision and administrative and financial management.
Financial planning
Financial planning at every stage of life, with a statement of assets, solutions for the future, tax optimization and budget organisation.
Financing
Support for private or professional financing, end-to-end handling, search for optimal terms and financial structuring.
Insurance and provision
Analysis of current and future needs, proposal of tailored solutions, insurance and professional provision.
Administrative and financial management
Advice and follow-up for administrative and financial management, with time savings, efficiency and support with formalities.
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Location

Route Royale 12
1865 Les Diablerets

At a glance

Legal form
Sole proprietorship
UID
CHE-291.677.841
Founded
2015 · 11 years
Last commercial register change
March 5, 2015
Employees
1 to 10

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