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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMendrisioEtra Consulting Sagl
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Verified· 3 sources

Etra Consulting Sagl

Summary

About the company

The core activity of Etra is the provision of financial services, particularly in the areas of financial consulting, investment consulting, risk management, pension planning, tax planning, succession planning, and insurance consulting. The company offers individual solutions for private and institutional clients, focusing on the needs and goals of each individual client.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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Financial advice
Personalised financial advice, analysis of the economic situation, investment planning, risk management and tax advice.
Insurance brokerage
Insurance brokerage for private individuals, families, companies and professionals, with research and comparison of life, health, home and business policies.
Wealth planning
Strategic wealth planning, asset management, inheritances and donations, tax optimisation and protection of assets.
Retirement planning
Retirement planning with personalised pension plans, performance analysis, optimisation of contributions and advice on supplementary pension provision.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 11 reviews across all connected sources

Sources
GGoogle511
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Via Industria 5
6850 Mendrisio
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-436.296.975
Founded
2019 · 7 years
Last commercial register change
March 31, 2020
Employees
1 to 10

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Mendrisio