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DirectoryFinance & InsuranceFiduciary OfficesWetzikon ZhFinakon Treuhand AG
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Finakon Treuhand AG

Summary

About the company

The core activity of Finakon Treuhand AG encompasses the provision of services in the areas of trust, taxes, financial planning, advance care and estate planning, insurance consulting, real estate sales, and financing consulting. Specifically, the company offers the following services: tax consulting and declaration, accounting and annual financial statements, financial planning and asset management, advance care and estate planning, including inheritance law and patient advocacy, insurance consulting, real estate sales and financing consulting, and support for private individuals in legal and administrative matters, particularly in old age or in cases of health impairment. The company focuses on advising and supporting private individuals and small and medium-sized enterprises (SMEs) in these areas.

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Products & services

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Fiduciary services
Tax advice, filing tax returns for SMEs and private individuals, and bookkeeping for SMEs and self-employed professionals.
Tax advice
Preparing tax returns and advising on tax options for private individuals.
Financial planning
Financial planning for income and expenses, assets, tax burden, the retirement provision situation and succession arrangements; also comprehensive retirement planning.
Advice on personal protection and estate planning
Advice and support with advance directives for incapacity, powers of attorney, wills, patient directives and inheritance-law arrangements; also safekeeping of documents and executorship.
Insurance advisory
Analysis and optimization of mandatory health insurance, support with implementation, and submission and review of doctors' and hospital bills.
Real estate sales
Assistance with the sale of properties, from sales documentation and listings to inquiries and viewings, through to negotiations and preparation of the purchase contract.
Mortgage financing advice
Advice on mortgage strategy, negotiation of financing terms, analysis of financing and purchase contracts, and support throughout the purchase of a property.
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Location

Kastellstrasse 6
8623 Wetzikon Zh

At a glance

Legal form
Corporation
UID
CHE-110.270.062
Founded
2003 · 23 years
Last commercial register change
March 8, 2024
Employees
1 to 10

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