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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBolligenH. E. Schlumpf & Partner GmbH
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H. E. Schlumpf & Partner GmbH

Summary

About the company

H. E. Schlumpf & Partner GmbH is an independent bank and insurance broker advising corporate, association and private clients on financial and insurance matters. Services include risk and operational analysis, insurance placement, mortgages, asset management and health insurance consulting.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered5
Insurance consulting and broking
Insurance solutions for business and private clients, collaboration with all Swiss insurance companies, selection of suitable policies, and optimization of premiums and benefits.
Risk and business analysis
Analysis of risks, hazards, and insurance portfolios, clarification of legal obligations, identification of coverage gaps, and proposal of a tailored insurance concept.
Health insurance consulting
Comparison of total premiums and required benefits across health insurers, search for savings through switching, and support for families as well as small, medium and large companies.
Mortgage consulting
Advisory services on mortgages and suitable financing solutions within the scope of financial consulting, with personal support for bank-related questions.
Wealth management
Support in financial matters, in particular for safeguarding or increasing wealth, pensions and inheritance; advice on banking products and wealth-related issues.
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Location

Dorfmärit 16
3065 Bolligen

At a glance

Legal form
Limited Liability Company
UID
CHE-469.841.997
Founded
2012 · 14 years
Last commercial register change
June 25, 2012
Employees
1 to 10

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