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DirectoryFinance & InsuranceFinancial ServicesChurGrischaFinanz, Marc Gfeller
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GrischaFinanz, Marc Gfeller

Summary

About the company

The core activity of GrischaFinanz is the provision of financial services, particularly in the areas of: Private pension planning and retirement, Saving and investing, Tax consulting, Insurance, Real estate, Financial planning and consulting for small and medium-sized enterprises (SMEs). The company offers individual and holistic financial solutions and has a federally recognized financial planner.

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Industry:Financial Services
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Retirement planning advice
Advice on retirement provision: old-age pension, disability, death benefit coverage, amortisation of the owner-occupied home, purchases into the pension fund and vested benefits (droits de libre passage).
Retirement counselling
Comprehensive, individual advice for retirement: pension level, early retirement, bridging income gaps, and choosing between an annuity and a lump-sum payment.
Saving / Investing
Advice on building wealth with savings plans, investment strategy, risk profile, investment risk, diversification and alternatives to a savings account.
Tax return
Preparation of the tax return, including questions about tax savings, inheritance, marriage, divorce and taxes when selling real estate.
Insurance consulting
Free, non-binding review of insurance policies, including deductible, casco, household contents coverage, income protection and life insurance.

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Location

Tittwiesenstrasse 61
7000 Chur

At a glance

Legal form
Sole proprietorship
UID
CHE-297.699.462
Founded
2016 · 10 years
Last commercial register change
September 21, 2021
Employees
1 to 10

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