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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingTägerwilenKGM Finance GmbH
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KGM Finance GmbH

Summary

About the company

KGM Finance GmbH provides independent financial advisory services focused on tax optimization, retirement planning and wealth accumulation for teachers, educators and social workers. Services include personalised financial plans, pension and investment advice, insurance reviews and initial consultations, often delivered online. The firm is registered with FINMA and lists VBV certification.

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Products & services

Industry:Insurance Brokerage & Consulting
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Financial advice for teachers and social educators
Individual financial advice for teachers, educators and social educators; analysis of the personal situation, financial plan, guidance online via Zoom, as well as recommendations on taxes, retirement provision and building wealth.
Tax optimisation
Reduce taxes through individual financial planning, making full use of legal options and structured implementation; repeatedly cited as the key result of the advice for educators.
Retirement planning advice
Advice on retirement provision, building a stable pension, optimising existing pension solutions and additional retirement income in old age.
Wealth building
Building private wealth with suitable investment solutions, long-term capital growth and financial concepts tailored to the personal life situation.
Investment advice
Advice on investment solutions, selection of suitable options with their pros and cons, sustainable and secure investments, and support with implementation.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 24 reviews across all connected sources

Sources
GGoogle524
★TrustpilotSoon
PProvenExpertSoon

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Location

Lohstampfestrasse 11
8274 Tägerwilen
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-229.717.172
Founded
2011 · 15 years
Last commercial register change
January 28, 2020
Employees
1 to 10

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