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DirectoryFinance & InsuranceFinancial ServicesPfäffikon SzMonfort International GmbH
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Verified· 3 sources

Monfort International GmbH

Summary

About the company

The core activity of Monfort International is the provision of financial services, including: financial planning and consulting, mortgage consulting, education planning, pension planning, insurance services, investment consulting, Swiss pension planning (1st to 3rd pillar) and international account management. The company provides independent consulting and develops individual strategies for its clients to achieve their financial goals.

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Offering

Products & services

Industry:Financial Services
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✓ Offered8
Free financial plan
Free financial plan with a five-stage video consultation process, analysis of the current situation and goals, followed by a personalised financial plan with recommendations.
Retirement provision advice
Advice on Switzerland’s pension system, forecasts for retirement savings and international pension assets as part of financial planning.
Pension planning
Pension planning for early retirement, analysis of the options, selection of suitable pensions and support with structuring retirement provision.
Investment advice
Investment advice tailored to the risk profile, with selection of Cash, Bonds, Equities, Funds, ETFs, Commodities, Options and Futures.
Insurance advice
Insurance advice as part of financial planning to protect individuals, family and assets, and to select suitable policies.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 146 reviews across all connected sources

Sources
GGoogle5146
★TrustpilotSoon
PProvenExpertSoon

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Location

Churerstrasse 154
8808 Pfäffikon Sz
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-404.147.549
Founded
2021 · 5 years
Last commercial register change
June 3, 2021
Employees
11 to 20

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