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DirectoryFinance & InsuranceFinancial ServicesHeimenschwandFinkoor Financial Solutions, Matthias Prisi
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Finkoor Financial Solutions, Matthias Prisi

Summary

About the company

The core activity of FINKOOR is the provision of financial services, particularly in the areas of: * Wealth management * Investments * Private and occupational pension provision * Mortgages * Insurance solutions for private and corporate clients * Financial coaching * Pension and insurance coaching. The company operates as a neutral financial and insurance broker and offers sound financial, pension and provision planning.

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Offering

Products & services

Industry:Financial Services
✓ Offered5
Retirement and insurance coaching
Advice and support for private and corporate clients; risk analysis, insurance broking, claims management, retirement planning and selection of insurance and retirement solutions.
Financial coaching
Advice on financial and pension planning, asset management and investments; coordinated solutions based on a holistic perspective and close support.
Mortgage advisory
Advice on mortgages as part of personal retirement and financial topics, integrated into comprehensive planning and ongoing support.
Succession planning
Succession planning for business clients and estate planning for private clients, with integrated advice within financial and retirement topics.
New company start-ups
Support for new company start-ups for business clients, complemented by external bookkeeping and taxes in the context of business consulting.
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Location

Büelzun 7
3615 Heimenschwand

At a glance

Legal form
Sole proprietorship
UID
CHE-492.230.969
Founded
2021 · 5 years
Last commercial register change
December 22, 2025
Employees
1 to 10

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