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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingGlattpark (Opfikon)fenix Consulting GmbH
fenix Consulting GmbH Logo
Verified· 3 sources

fenix Consulting GmbH

Summary

About the company

The company offers services in the areas of insurance, financing, real estate, accounting, and trust. The core activities include: insurance consulting and brokerage, financing consulting and brokerage (loans, mortgages), real estate consulting and brokerage, accounting and business management analysis, and trust services (company formation, tax planning, tax optimization). The company positions itself as a full-service provider for businesses and private individuals, taking over all administrative tasks so that customers can focus on their core business.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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✓ Offered7
Insurance consulting
Insurance consulting for private clients and businesses, risk analysis, selection of suitable individual insurance policies and insurance packages, and support for covering life, property, and liability risks.
Retirement planning
Retirement planning for private old-age provision, analysis of benefit shortfalls, and development of an individual concept to complement the AHV and the pension fund.
Fiduciary services
Fiduciary services for accounting, tax consulting, and administrative tasks, including financial accounting, annual financial statements, budgeting, cash flow forecasts, and representation to tax authorities.
Real estate consulting and property management
Real estate consulting, property analysis, sale, administration, management, and marketing of real estate, as well as tax consulting in the real estate sector.
Loan brokerage
Loan brokerage and support with financing for both private and business needs.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

Boulevard Lilienthal 63
8152 Glattpark (Opfikon)
Opening hours
Mon
09:00 - 12:00, 13:30 - 17:00
Tue
09:00 - 12:00, 13:30 - 17:00
Wed
09:00 - 12:00, 13:30 - 17:00
Thu
09:00 - 12:00, 13:30 - 17:00
Fri
09:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-112.478.952
Founded
2005 · 21 years
Last commercial register change
July 5, 2018
Employees
11 to 20

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