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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingKlotenKB Beratungen AG
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KB Beratungen AG

Summary

About the company

KB Beratungen AG provides advisory services in the areas of mortgages, retirement planning and other financial topics. The KB Beratungen AG supports clients from the initial analysis through implementation and ongoing assistance.

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Products & services

Industry:Insurance Brokerage & Consulting
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Mortgage advice
Optimize the mortgage, find suitable financing, and provide guidance from the first consultation through to the mortgage conclusion.
Retirement planning advice
Occupational retirement planning, retirement, vested benefits accounts, and calculations for old-age provision, including explanation of the system and support for future planning.
Insurance advice
Guidance for personal protection, individual support from the first idea through implementation, and advice for well-founded decisions.
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Location

Oberfeldstrasse 14
8302 Kloten

At a glance

Legal form
Corporation
UID
CHE-269.793.050
Founded
2012 · 14 years
Last commercial register change
December 19, 2025
Employees
1 to 10

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