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DirectoryFinance & InsuranceFinancial ServicesZurichFinanzberatung Schlaginhaufen
Finanzberatung Schlaginhaufen Logo
Verified· 3 sources

Finanzberatung Schlaginhaufen

Summary

About the company

The company's core activity is financial consulting, particularly in the areas of: * Retirement planning * Tax optimization * Wealth management * Home ownership (mortgage financing) * Early and pension planning * Gift and inheritance consulting * Insurance * Company formation The company offers individual financial planning and consulting for private individuals and companies, with the goal of creating financial benefits and security.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered8
Retirement planning
Retirement planning for individuals and companies, with individual financial planning for their personal situation and long-term support.
Tax optimization
Tax optimization as part of financial planning, including an analysis of the personal situation and the search for tax advantages.
Wealth management advice
Individual investment strategies based on a needs analysis, review of the insurance and wealth portfolio, and optimization of returns and costs.
Homeownership advisory
Advisory on realizing and optimizing owner-occupied homes and home financing, tailored to the personal housing and financial situation.
Early retirement planning
Planning for early retirement and retirement, so that the transition into retirement can be prepared in good time and in a structured manner.
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Reviews

Aggregated rating

Aggregated rating
2.8
of 5

Aggregated from 11 reviews across all connected sources

Sources
GGoogle2.811
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PProvenExpertSoon

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Location

Heinrich-Wolff-Strasse 6
8046 Zurich

At a glance

Legal form
Sole proprietorship
UID
CHE-114.910.009
Founded
2009 · 17 years
Last commercial register change
June 17, 2009
Employees
1 to 10

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