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DirectoryFinance & InsuranceFiduciary OfficesBernGasser Finanzplanung GmbH
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Gasser Finanzplanung GmbH

Summary

About the company

The core activity of Gasser Finanzplanung encompasses comprehensive consulting and services in the areas of finance, taxes, and asset management. Specifically, the company offers the following services: * Asset management: portfolio management, investment concepts, pension funds, retirement planning, estate planning * Insurance: health insurance, property insurance, asset insurance, pension solutions * Taxes and trust: tax returns, accounting, trust, inheritance and gifts * Real estate: brokerage of real estate (buying/selling), property management, mortgages, financing * Financial planning: pension planning, financial consulting The company positions itself as an independent partner for conceptual solutions in the financial and tax sector and offers individual consulting and solutions for private individuals and companies.

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Products & services

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Financial and Tax Advisory
Concept solutions in the financial and tax area, with advice on assets, taxes, provision, estate and real estate matters.
Wealth Advisory
Custody account management, investment concepts, pension funds, retirement/annuity planning and estate planning.
Insurance Advisory
Health insurance, property insurance, asset insurance and provision solutions.
Tax and Fiduciary Services
Taxes and tax returns, bookkeeping, inheritance and gifts, pension planning.
Real Estate Advisory
Mortgages, financing, advice for real estate brokerage (purchase/sale) and property management.

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Location

Schlossstrasse 131
3008 Bern

At a glance

Legal form
Limited Liability Company
UID
CHE-450.037.823
Founded
2014 · 12 years
Last commercial register change
May 28, 2024
Employees
1 to 10

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