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DirectoryFinance & InsuranceFiduciary OfficesBernFina Finanzplanung AG
Fina Finanzplanung AG Logo
Verified· 3 sources

Fina Finanzplanung AG

Summary

About the company

The core activity of FINA is financial planning and consulting for clients, particularly in the areas of taxes, investments, insurance, pension planning, retirement planning and real estate. The company provides independent and comprehensive consulting with the goal of providing clients with optimally regulated finances on a sustainable basis.

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Products & services

Industry:Fiduciary Offices
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Insurance Brokerage & Consulting
Property Management
✓ Offered7
Comprehensive financial advice
Independent, comprehensive financial advice for companies and private households, with support across all areas of financial planning and networking with real estate, tax and legal specialists.
Tax advisory
Have your tax return prepared, tax planning and tax optimisation, including withholding tax, for students and apprentices as well.
Retirement planning advice
Retirement planning advice covering AHV, BVG and the third pillar, including calculating coverage gaps, comparing pillar 3a/3b and planning retirement.
Independent insurance advice
Independent advice on insurance and health insurance schemes, with comparisons, an insurance check, coverage analysis and support for existentially necessary risks.
Real estate and mortgage advice
Advice related to owner-occupied housing, mortgage comparisons, affordability calculations, property valuation, and the purchase and sale of real estate.
Reviews

Aggregated rating

Aggregated rating
4.8
of 5

Aggregated from 133 reviews across all connected sources

Sources
GGoogle4.8133
★TrustpilotSoon
PProvenExpertSoon

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Location

Gerechtigkeitsgasse 52
3011 Bern
Opening hours
Mon
10:00 - 18:00
Tue
10:00 - 18:00
Wed
10:00 - 18:00
Thu
10:00 - 18:00
Fri
10:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-237.626.028
Founded
2017 · 9 years
Last commercial register change
September 29, 2025
Employees
21 to 50

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