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DirectoryFinance & InsuranceFinancial ServicesSierreMy Tangram Sàrl
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My Tangram Sàrl

Summary

About the company

The core activity of My Tangram is the provision of financial services, particularly in the areas of: financial planning and analysis, tax consulting and optimization, pension planning and retirement provision, mortgages and real estate financing, investment consulting, and education financing. The company offers individual consulting and solutions for private individuals, especially for expats and people living and working in Switzerland.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Financial advice
Personalized financial advice, analysis of personal and professional circumstances, recommendations for saving, investments, taxes and long-term planning.
Retirement planning advice
Advice on retirement provision around the 1st pillar (AHV), the 2nd pillar (BVG) and the 3rd pillar, with explanations, optimisation and retirement planning.
Retirement planning
Retirement planning, choice of pension or capital, preparation for retirement and structuring a savings plan tailored to future goals.
Tax optimisation
Tax optimisation based on the Swiss context, explanations of the tax system and tailored recommendations to better structure saving, retirement provision and assets.
Wealth management
Wealth management to grow savings and investments, with analysis of goals, personal profile and solutions for the short, medium and long term.
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Location

Avenue Général-Guisan 29
3960 Sierre

At a glance

Legal form
Limited Liability Company
UID
CHE-315.182.236
Founded
2020 · 6 years
Last commercial register change
May 1, 2020
Employees
1 to 10

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