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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBernLehmann & Partner Consulting AG
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Lehmann & Partner Consulting AG

Summary

About the company

The core activity of Lehmann & Partner Consulting is the brokerage and management of insurance solutions, mortgages and investment advice for private individuals and SME customers. The company offers personal consulting, optimization and management of insurance portfolios, asset building and expansion, as well as pension planning and retirement planning.

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Products & services

Industry:Insurance Brokerage & Consulting
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3
Insurance solutions for SMEs
Insurance strategy, selection and negotiation of insurance solutions, management and optimisation of the insurance portfolio, claims handling and representation with insurers.
Insurance solutions for private clients
Advice on life insurance and wealth building, mortgages, retirement planning, pension planning, and support with gaps in retirement provision, AHV, pension fund, taxes, real estate, securities and estate planning.
Pillar 3a retirement solutions
Restricted retirement provision solutions for tax optimisation and building up retirement capital, with personal review of the best options by advisors.
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Location

Länggassstrasse 31
3012 Bern

At a glance

Legal form
Corporation
UID
CHE-474.256.882
Founded
2019 · 7 years
Last commercial register change
December 9, 2024
Employees
11 to 20

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