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DirectoryFinance & InsuranceFinancial ServicesOberwil BlFinanzplanung Katja Lagger GmbH
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Verified· 3 sources

Finanzplanung Katja Lagger GmbH

Summary

About the company

The core activity of the company "Finanzplanung Katja Lagger GmbH" is investment consulting and insurance brokerage. The company provides consulting services in the field of financial planning, including the analysis of investment opportunities and the brokerage of insurance policies.

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Products & services

Industry:Financial Services
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Financial advisory
Personal, comprehensive financial advisory with individual support, situation analysis on a fee basis, and tailor-made solutions for different life stages.
Comprehensive fee-based financial analysis
Expert overall view of the complete financial setup, with an initial meeting to define the fee and an analysis of the main topics discussed.
Product solutions for insurance, investments and mortgages
Development of product solutions including product comparisons and arranging policies in the areas of insurance, investments and mortgages, with ongoing support if needed.
Investment advisory
Analysis of the personal situation, selection of suitable investment opportunities, and tailor-made investments taking into account returns, risk, inheritances and retirement/estate planning mandates.
Mortgage advisory
Support with financing owner-occupied property, selection of the optimal financing and terms, and assessment of the mortgage interest rate within the overall evaluation.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Bottmingerstrasse 27
4104 Oberwil Bl

At a glance

Legal form
Limited Liability Company
UID
CHE-356.488.313
Founded
2020 · 6 years
Last commercial register change
July 24, 2020
Employees
1 to 10

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