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DirectoryFinance & InsuranceFiduciary OfficesBernGasser Finanzplanung
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Gasser Finanzplanung

Summary

About the company

Gasser Finanzplanung is an independent advisory firm providing financial and tax concept solutions. Services include portfolio management and investment concepts, pension and estate planning, tax and fiduciary services, insurance advisory, and mortgage and real-estate financing; the firm is registered with FINMA as an insurance intermediary and is a member of the SRO VQF.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered3
Financial and Tax Advisory
Concept solutions in the areas of finance and taxation, in particular custody account management, investment concepts, pension funds, retirement and pension planning, estate planning, taxes/tax returns and bookkeeping.
Insurance Advisory
Advice on health insurance, property insurance, asset insurance and retirement provision solutions as part of financial planning.
Real Estate Advisory and Financing
Mortgages, financing, advice for brokering real estate (buy/sell) and property management.
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Location

Schlossstrasse 131
3008 Bern

At a glance

Legal form
Sole proprietorship
UID
CHE-110.322.948
Founded
2003 · 23 years
Last commercial register change
April 22, 2009
Employees
1 to 10

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