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DirectoryFinance & InsuranceFinancial ServicesDorfGrob Finanz GmbH
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Grob Finanz GmbH

Summary

About the company

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.

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Products & services

Industry:Financial Services
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Financial planning
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.

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Location

Winkelacker 3
8458 Dorf

At a glance

Legal form
Limited Liability Company
UID
CHE-473.590.700
Founded
2020 · 6 years
Last commercial register change
January 27, 2025
Employees
11 to 20

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