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DirectoryFinance & InsuranceFinancial ServicesHergiswil NwFähndrich Finanz GmbH
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Fähndrich Finanz GmbH

Summary

About the company

The company's core activity is comprehensive financial consulting for private individuals, entrepreneurs and companies. This includes the areas of finance, insurance and pension planning. The company offers independent and neutral consulting by working with around 60 renowned providers. The consulting is designed to break down complex financial topics to a understandable level, in order to offer customers a suitable solution for their individual needs.

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Products & services

Industry:Financial Services
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Financial advice
Holistic financial advice, wealth building, tax optimization, retirement provision analysis, pension planning, insurance and wealth optimization, and clarifications regarding matrimonial property and inheritance law.
Retirement provision advice Pillar 3
Advice on private retirement provision 3a and 3b, including retirement provision analysis, AVS calculation, tax optimization, risk analysis, and implementation and support.
Retirement planning
Planning for retirement, including analysis of early retirement, partial retirement, deferral, drawdown of a pension or a lump sum, budgeting, and tax and wealth optimization.
Wealth management
Independent wealth management with investment strategy, portfolio analysis, wealth building, and alignment with financial goals.
Insurance advisory
Analysis and optimization of private and business insurance, including liability, household contents, legal protection, travel, motor vehicle, health insurance, accident and business insurance.

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Location

Seestrasse 41
6052 Hergiswil Nw

At a glance

Legal form
Limited Liability Company
UID
CHE-281.211.085
Founded
2023 · 3 years
Last commercial register change
January 6, 2023
Employees
11 to 20

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