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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesOberwil BlFinanzplanung Katja Lagger GmbH
Finanzplanung Katja Lagger GmbH Logo
Verified· 3 sourcesTrust Score
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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3.8/5

Finanzplanung Katja Lagger GmbH

✓ Offered9
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.
Insurance advisory
Review and optimisation of insurance coverage, removal of unnecessary policies, and support with questions about the required insurance at the start of life or a business.
Retirement planning advisory
Planning for retirement provision and the third pillar, closing any gaps in coverage, assessing the financial situation after retirement, and preparing for early retirement.
Divorce advisory
Financial reorientation after a divorce, with support regarding the far-reaching financial consequences and outstanding financial questions.
Start-up and self-employment advisory
Advisory support when taking the step into self-employment, addressing questions about insurance, AHV, pension fund and the required investments.
Trust & reputation

ranQ Trust Score of Finanzplanung Katja Lagger GmbH: 3.8 out of 5.0

Trust Score3.8/ 5.0

High

x

Data basis 96% · As of October 2026

Finanzplanung Katja Lagger GmbH scores 56.6 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
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CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.70.824%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.27.910%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.50.08%
Finanzplanung Katja Lagger GmbH scores 70.2 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.70.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Finanzplanung Katja Lagger GmbH scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Finanzplanung Katja Lagger GmbH scores 3.7 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.3.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Finanzplanung Katja Lagger GmbH reaches a ranQ Trust Score of 3.8 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 2 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.88.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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