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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBaarNaviga GmbH
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Naviga GmbH

Summary

About the company

Naviga GmbH provides financial advisory services to private clients and offers support, training and network services for financial advisers and firms. Services include personal financial analyses, investment and insurance advice, workshops, seminars and coaching, as well as administrative and technical infrastructure (contract processing, accounting, CRM) and access to alternative investment opportunities.

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Products & services

Industry:Insurance Brokerage & Consulting
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Self-employment for financial advisors
Support for employed and already self-employed financial advisors in becoming independent, including company setup, route planning, contractual infrastructure, tools, processes and network.
Financial advice for private individuals
Independent financial advice on investments and wealth building, financial planning and structuring, as well as insurance and protection, complemented by guidance on life situations.

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Location

Sihlbruggstrasse 105
6340 Baar

At a glance

Legal form
Limited Liability Company
UID
CHE-246.709.943
Founded
2022 · 4 years
Last commercial register change
January 6, 2025
Employees
1 to 10

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