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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingPullyFBK Conseils Sàrl
FBK Conseils Sàrl Logo
Verified· 3 sources

FBK Conseils Sàrl

Summary

About the company

FBK Conseils Sàrl is a fiduciary and advisory firm providing tax, retirement, real estate and insurance services for individuals and businesses. The company operates an online tax-declaration platform, offers financial and mortgage simulators plus informational content (blog and videos), and is registered as an insurance intermediary with FINMA (No. 35094).

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered10
Tax return
Tax return for individuals, with handling depending on the canton of Vaud, Geneva or Valais, and support via an online platform.
Subsequent ordinary taxation (TOU)
Subsequent ordinary taxation for persons taxed at source, with cases for Vaud, Geneva and Valais, in particular for cross-border workers and quasi-residents.
Retirement and pension planning
Advice on the three pillars, estimate of the future pension, analysis of the 3rd pillar, purchase of BVG years and withdrawal from the 2nd pillar.
Real estate and mortgage advice
Study and preparation of the mortgage file, negotiation of interest rates, simulation of the economic and tax impact of a purchase and support for the real estate investment.
Health insurance
Advice on LAMal and supplementary insurance, comparison of coverages, choosing the right insurance, cancellation and switch of insurance.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 83 reviews across all connected sources

Sources
GGoogle583
★TrustpilotSoon
PProvenExpertSoon

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Location

Avenue Général-Guisan 111
1009 Pully
Opening hours
Mon
09:00 - 19:00
Tue
09:00 - 19:00
Wed
09:00 - 19:00
Thu
09:00 - 19:00
Fri
09:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-329.647.017
Founded
2019 · 7 years
Last commercial register change
July 16, 2026
Employees
1 to 10

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