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DirectoryWädenswilmh treuhand und finanzberatung - Marco Heldner
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mh treuhand und finanzberatung - Marco Heldner

Summary

About the company

mh treuhand und finanzberatung - Marco Heldner provides wealth management mandates, investment advisory services and general financial consultancy. Services include independent portfolio analysis, advice on inheritance and real estate matters, facilitation of bank contacts, and bookkeeping and tax return preparation in cooperation with Heldner Treuhand (Angela Heldner).

AI-generated
Offering

Products & services

✓ Offered7
Wealth management mandate
Wealth management mandate to relieve individual investment decisions, with a personal discussion basis and implementation of an investment strategy tailored to clients' wishes.
Investment advice
Classic investment advice with proposals for capital investment, reinvestment of maturing bonds, advice on your own investment ideas and forwarding of stock exchange orders to the bank.
Advice across the entire financial sector
Advice across the entire financial sector, including contact with banks for banking transactions such as mortgages and independent analysis of a securities portfolio.
Estate and will execution
Inheritance and will, as well as an executor mandate to manage estate matters and to support the implementation of the testator's directives.
Real estate consulting
Real-estate-related advice as part of the offer, in the context of assets, banking transactions and financial planning.
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Reviews

Aggregated rating

Aggregated rating
1
of 5

Aggregated from 1 reviews across all connected sources

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Location

Oberdorfstrasse 16
8820 Wädenswil
Opening hours
Mon
08:00 - 12:00, 14:00 - 17:00
Tue
08:00 - 12:00, 14:00 - 17:00
Wed
08:00 - 12:00, 14:00 - 17:00
Thu
08:00 - 12:00, 14:00 - 17:00
Fri
08:00 - 12:00, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-114.436.226
Founded
2008 · 18 years
Last commercial register change
January 11, 2023
Employees
1 to 10

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