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DirectoryFinance & InsuranceFinancial ServicesErmatingenFinanzberatungen Rubino
Finanzberatungen Rubino Logo
Verified· 3 sources

Finanzberatungen Rubino

Summary

About the company

The core activity of Rubino Finanzberatungen is independent and commission-free financial consulting for private individuals and corporate clients, with the goal of supporting customers in achieving their financial objectives and improving their quality of life. The consulting services include the creation of individual financial plans, minimization of risks, reduction of costs and taxes, as well as optimization of investment strategies.

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Products & services

Industry:Financial Services
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Financial planning
Comprehensive financial planning for all life stages, covering retirement provision, insurance, real estate, investments, liquidity planning, taxes, gifts and inheritance.
Pension planning
Independent pension planning with analysis of AHV, pension fund, pillar 3, taxes, budget, real estate, estate planning and pension or lump-sum questions.
Money coaching
Money coaching for financial clarity, understanding finances and retirement provision, and identifying growth potential and unnecessary risks.
Portfolio account check
Independent portfolio account check to analyse risks, fees, costs, taxes and untapped opportunities, and to compare the strategy with other providers.
Life insurance check
Review of existing life insurance policies for fit, benefits and possible surprises at payout, disability or death.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 31 reviews across all connected sources

Sources
GGoogle531
★TrustpilotSoon
PProvenExpertSoon

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Location

Oberstadgasse 4
8272 Ermatingen
Opening hours
Mon
10:00 - 17:00
Tue
10:00 - 17:00
Wed
10:00 - 17:00
Thu
10:00 - 17:00
Fri
10:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-237.142.925
Founded
2020 · 6 years
Last commercial register change
June 8, 2020
Employees
1 to 10

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