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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBaselFinanz Team Schweiz AG
Finanz Team Schweiz AG Logo
Verified· 3 sources

Finanz Team Schweiz AG

Summary

About the company

The company provides financial advisory services, including wealth management, insurance consulting and financial planning for private and corporate clients. The core activity includes independent consulting and brokerage of financial products, such as insurance, investments and loans, as well as the development of individual financial strategies for clients.

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Products & services

Industry:Insurance Brokerage & Consulting
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12
Independent financial advice
Independent financial advice with individual analysis, personal recommendations and ongoing support; covers insurance, retirement planning, investments and financing solutions.
Insurance advice for private clients
Insurance advice for private clients on health insurance, daily allowance insurance, property and assets insurance, and risk insurance, including questions about benefits.
Retirement planning advice
Retirement planning advice for old-age provision, private Pillar 3 and Pillar 2; including questions about disability, risk of death, inheritance and survivors.
Mortgage advisory
Mortgage advisory on mortgage models and the right financing solution for owner-occupied homes and other real-estate projects.
Investment advice
Investment advice and investment solutions for asset placement, investment strategy and a combination of different investment types tailored to personal needs, values and goals.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle510
★TrustpilotSoon
PProvenExpertSoon

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Location

Weisse Gasse 3
4001 Basel
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
11:00 - 13:00
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-224.546.785
Founded
2017 · 9 years
Last commercial register change
May 24, 2019
Employees
11 to 20

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