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DirectoryFinance & InsuranceFinancial ServicesBaarMafinco GmbH
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Verified· 3 sources

Mafinco GmbH

Summary

About the company

The core activity of Mafinco is independent and transparent financial planning for private and corporate clients, including retirement planning, pension planning, financial planning, wealth growth, insurance management and mortgage consulting. The company offers tailored solutions for its clients' financial future and values long-term partnerships, honesty, transparency and individuality.

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Industry:Financial Services
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8
Financial planning
Comprehensive financial planning for retirement provision, pension planning, securities accounts, mortgages and legal protection; analysis of the financial situation, strategy development and long-term support.
Retirement provision planning
Retirement provision planning for death, disability and old age; analysis of AHV/IV, the pension fund and private provision, identification of coverage gaps and development of an individual provision plan.
Pension planning
Pension planning including budgeting, decision support between an annuity and a lump-sum payout, and optimization of AHV, pension fund and private provision benefits.
Mortgage management
Independent mortgage management for analysing existing mortgages, comparing market offers, optimizing terms and selecting between fixed-rate mortgages, SARON mortgages and other models.
Insurance management
Independent analysis and optimization of insurance contracts; review of coverage gaps, double insurance and premiums, as well as comparison and adjustment of policies.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Zugerstrasse 76b
6340 Baar
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-345.127.673
Founded
2024 · 2 years
Last commercial register change
March 19, 2024
Employees
1 to 10

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