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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingFrickhm&p financial services ag
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hm&p financial services ag

Summary

About the company

hm&p financial services ag provides independent financial, pension and insurance advisory services to private clients and businesses. Services include financial planning, mortgage advice, asset-building strategies, insurance optimisation, pension fund comparisons and executive pension solutions.

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Products & services

Industry:Insurance Brokerage & Consulting
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Financial Planning
Financial planning for individuals: analysis of the personal situation, provision gaps for retirement, disability and death, and a decision between an annuity, a lump-sum withdrawal or a combination.
Mortgage Advisory
Mortgage advisory for new financing, increases, refinancing and conversion to SARON; comparison of same-day terms and conditions with over 50 banks, insurers and pension funds.
Wealth Accumulation Planning
Wealth accumulation planning with suitable investment options tailored to goals and risk profile, including tax optimization and long-term wealth building.
Insurance Advisory
Independent analysis of insurance and optimization of coverages for individuals; assess risks, identify underinsurance and overinsurance, and tailor insurance protection to needs.
Pension Fund Comparison
Pension fund comparison for companies: analysis of benefits, costs and administrative costs, identifying potential for improvement and providing specific solution proposals.

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Location

Hauptstrasse 99
5070 Frick

At a glance

Legal form
Corporation
UID
CHE-373.576.119
Founded
2024 · 2 years
Last commercial register change
January 26, 2024
Employees
1 to 10

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