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DirectoryFinance & InsuranceFinancial ServicesDielsdorfKASSER Finanz- und Hypothekenberatung
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KASSER Finanz- und Hypothekenberatung

Summary

About the company

The core activity of Kasser Finanz- und Hypothekenberatung is the independent and holistic consulting of private individuals and small and medium-sized enterprises (SMEs) in the areas of: * Mortgages and loans * Investment assets * Pension and succession planning * Tax-optimized structures (private and business) The company offers neutral and transparent consulting services without contracts with financial institutions and without commissions or "kickbacks".

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Offering

Products & services

Industry:Financial Services
✓ Offered9
Mortgage advice
Analysis, proposals and arrangement of mortgages for purchase or construction financing of owner-occupied residential property, multi-family houses and commercial properties; restructuring of existing mortgages and ongoing monitoring.
Investment advice
Analysis, proposals and arrangement for investments such as securities and real estate; ongoing review of the investment strategy, products and rental income, and implementation of measures.
Pension provision advice
Analysis, proposals and arrangement of pension solutions from the 2nd and 3rd pillar; preparation of long-term financial plans and ongoing review of the pension solutions.
Financial planning
Development of long-term financial plans, high-level and detailed analysis of the financial situation, as well as ongoing review and implementation of measures.
Business financing
Analysis, proposals and arrangement for business financing such as investment and operating loans, start-up loans, leasing, as well as financial and liquidity planning.
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Location

Höhrainstrasse 17
8157 Dielsdorf

At a glance

Legal form
Sole proprietorship
UID
CHE-114.642.760
Founded
2008 · 18 years
Last commercial register change
December 29, 2008
Employees
1 to 10

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