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DirectoryFinance & InsuranceFinancial ServicesKirchberg BeInvesta-Group GmbH
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Investa-Group GmbH

Summary

About the company

The core activity of Investa Group is independent financial planning and consulting, particularly in the areas of real estate, health, tax optimization, financial solutions and pension planning. The company offers transparent and fair services by comparing hundreds of rates and providing fee-only consulting with reimbursement of any compensation from third parties.

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Offering

Products & services

Industry:Financial Services
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7
Tax optimization
Complete tax returns, tax analysis and tax optimization for individuals, married couples and more complex cases involving investments or real estate.
Retirement and protection planning
Retirement provision, disability provision as well as a welfare mandate and advance directive; additionally, protection for partners in a cohabiting relationship, spouses and real estate in the event of death.
Insurance consulting
Independent insurance consulting including risk analysis, market tendering, offer comparisons and advice on basic and supplementary insurance.
Wealth building
Wealth check, analysis of existing investments, investment advice and support for the long-term building and preservation of assets.
Real estate advisory
Advice for purchasing real estate including affordability assessment, purchase price estimation, mortgage comparison, negotiation and protection of the purchase property.

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Location

Neuhofstrasse 6
3422 Kirchberg Be

At a glance

Legal form
Limited Liability Company
UID
CHE-227.750.566
Founded
2024 · 2 years
Last commercial register change
July 31, 2024
Employees
11 to 20

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