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DirectoryFinance & InsuranceFinancial ServicesBaselJeker Finance
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Jeker Finance

Summary

About the company

The core activity of Jeker Finance is to provide services in the fields of tax consulting, financial planning, investment, insurance and legal consulting, particularly in the preparation of tax returns and the calculation of personal tax liabilities.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered6
Tax Return
Annual tax return for local individuals and expats with an international background; preparation, extension of deadlines, power of attorney, review of provisional invoices and final tax assessments.
Tax Advisory and Tax Planning
Tax advisory and tax planning to optimize current and future tax burden; calculations, simulations, analysis of the tax return and consideration of international links.
Tax Representation
Tax representation with power of attorney before tax authorities and municipal administrations; direct responses to follow-up questions, requests for extensions of deadlines and handling of objections.
Investment Advisory
Investment advisory with a personal risk profile, investment strategy, review of existing portfolios, consideration of ethical values and regular adjustments to financial goals.
Financial Planning
Comprehensive financial planning for purchasing a home, budgeting, provision, social insurance, family, inheritance and foreign pensions; including tax consequences and financial impacts.
Insurance Advisory
Independent insurance advisory with comparison of offers and analysis of coverage gaps; for Pillar 3a, life insurance, property insurance, health insurance, legal protection, travel protection and pets.
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Location

Gellertstrasse 55
4052 Basel

At a glance

Legal form
Sole proprietorship
UID
CHE-466.768.306
Founded
2020 · 6 years
Last commercial register change
January 13, 2025
Employees
1 to 10

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