The core activity of the company 'Grob Finanz GmbH' is independent financial consulting for private individuals and self-employed persons, including tax optimization, financial planning, asset management, depot check and pension consulting.
AI-generated
Offering
Products & services
Industry:Financial Services
✓ Offered7
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Financial planning for individuals and self-employed persons, including a retirement provision check, tax aspects, insurance and risk protection, questions regarding retirement, and planning major financial steps.
Tax optimization
Tax optimization for individuals and self-employed persons, including an analysis of the personal situation, use of legally permissible deductions, review of pension provision and inheritance aspects, and support with the tax return.
Wealth management
Wealth management including a securities account check, assessment of fees, risk, diversification and product structure, as well as implementation of a tailored investment strategy.
Pillar 3a provision
Advice and support for Pillar 3a, with account and securities solutions, review of existing Pillar 3a accounts or 3a policies, and information on contributions and withdrawals.
Retirement provision check
Retirement provision check for individuals, including review of insurance, illness and accident coverage, tax consequences, income situation in old age, and potential coverage gaps.
Knowledge
No knowledge articles yet
Once Grob Finanz GmbH has claimed this profile, we'll publish editorial articles and case studies here together.