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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingKreuzlingenFinex-Group GmbH
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Finex-Group GmbH

Summary

About the company

The core activity of Finex-Group GmbH is independent financial consulting and support for private individuals in the areas of pension planning, wealth management, insurance, real estate and taxes. The company provides individual consulting and accompaniment in planning and implementing financial goals, including financing of owner-occupied homes, optimizing taxes and selecting insurance policies.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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Retirement planning advice
Advice on Pillars 1, 2 and 3, pension planning, vested benefits accounts, Pillar 3a and Pillar 3b counselling, as well as tax matters related to retirement planning.
Health insurance advice
Health insurance advice including model and deductible selection, supplementary benefits, offer comparison, and advice on property insurance, retirement analysis and tax consulting.
Have your tax return prepared
Professional preparation of your tax return, checking deduction options and optimising taxes; for individuals and married couples (or couples) on request via an online offer inquiry.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Schlossstrasse 1
8280 Kreuzlingen

At a glance

Legal form
Limited Liability Company
UID
CHE-144.466.798
Founded
2020 · 6 years
Last commercial register change
March 17, 2023
Employees
11 to 20

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