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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingFrickheld finanzberatung
held finanzberatung Logo
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held finanzberatung

Summary

About the company

held finanzberatung provides independent financial advisory services, including pension planning, wealth and tax advice, insurance portfolio reviews, and mortgage/real-estate services.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered4
Retirement planning advisory
Retirement provision analysis, planning and regular review for personal financial protection and retirement provision.
Wealth and tax advisory
Independent advice on financial matters, wealth planning across all life stages, review of returns, costs and risks, as well as tax returns.
Insurance advisory
Independent insurance advisory, management of the insurance portfolio and review for over- and underinsurance.
Mortgage and real estate advisory
Independent mortgage advisory, support throughout real estate matters and real estate sales.
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Location

Hauptstrasse 99
5070 Frick

At a glance

Legal form
Sole proprietorship
UID
CHE-218.762.719
Founded
2021 · 5 years
Last commercial register change
September 7, 2021
Employees
1 to 10

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