Verified· 2 sources

Guerra & Partner AG

Summary

About the company

The core activity of Guerra & Partner AG is independent financial and pension consulting, including financial planning, asset management and retirement planning.

AI-generated

Offering

Products & services

Industry:External Asset Management

✓ Offered3

Asset management

Asset management with independent strategy review, risk and return optimization, client support without conflicts of interest, and regular review of the selected investment strategy.

Financial planning

Financial planning with analysis of the financial situation, a personal financial plan as a document, regular review and selection of suitable products from the banking and insurance world.

Retirement planning

Retirement planning advice with scenario comparisons, decision between pension and capital, securing income, tax optimization and support with estate and inheritance planning.

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.

Discover Leadhub

Guerra & Partner AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

Guerra & Partner AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

No knowledge articles yet

Guerra & Partner AG in comparison

Industry comparisons are coming soon

Similar companies