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DirectoryFinance & InsuranceFiduciary OfficesBeggingenFocus Wanner GmbH
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Verified· 3 sources

Focus Wanner GmbH

Summary

About the company

The core activity of Focus Wanner GmbH is the provision of services in the field of finance and insurance, particularly: insurance solutions, insurance trusteeship, pension planning, financial consulting, and property financing. The company provides consulting and information in these areas and works with all insurance companies and health insurance providers.

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Offering

Products & services

Industry:Fiduciary OfficesInsurance Brokerage & Consulting
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Insurance solutions
Insurance solutions for private needs and business customers, including needs assessment, comparison of offers, policy conclusion and ongoing insurance adjustments.
Insurance fiduciary management
Fiduciary support for insurance, risk clarification, analysis and adjustment of existing policies, management of the insurance portfolio, and advice on AVS, BVG, accident and health insurance.
Pension planning advice
Pension planning advice for AVS, BVG and private provision, including clarification of existing benefits, calculation of gaps and optimization in case of invalidity and death.
Retirement planning
Retirement planning with asset build-up before retirement, asset drawdown after retirement, advice on Pillar 3a, purchase into the pension fund, retirement income or lump-sum withdrawal.
Financial advisory
Financial advisory including budget advice, analysis of available funds, risk analysis, assessment of risk capacity and willingness, and selection of suitable investment products.
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

Bohlgass 2
8228 Beggingen

At a glance

Legal form
Limited Liability Company
UID
CHE-114.617.360
Founded
2008 · 18 years
Last commercial register change
February 17, 2025
Employees
1 to 10

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