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DirectoryFinance & InsuranceFiduciary OfficesMuhenOptifinanz GmbH
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Optifinanz GmbH

Summary

About the company

Optifinanz GmbH provides independent fee-based financial advisory services covering financial planning, advance-care and pension planning, estate arrangements, tax advice and real-estate consulting. Services include preparing individual financial and pension plans and advising private clients on tax and property matters.

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Products & services

Industry:Fiduciary Offices
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Financial Services
Insurance Brokerage & Consulting
✓ Offered6
Financial Advisory
Financial advisory for financial goals, expense planning, wealth building, as well as pension and tax questions; independent, personal analysis and tailored strategy.
Retirement Planning
Retirement planning with analysis of pension income, capital or annuity withdrawal, early, partial and delayed retirement, plus tax optimisation and ongoing support.
Personal Care Planning
Personal care planning with mandate for incapacity, advance healthcare directive and funeral instructions; drafting, review and updating of documents for personal, medical and financial representation.
Estate Planning
Estate planning with wills, inheritance contracts, estate division agreements, executor services and funeral planning; drafting, review and adjustment of estate documents.
Real Estate Advisory
Real estate advisory for buying, selling and valuing properties, plus home financing planning; independent analysis with financial and tax considerations.
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Location

Hauptstrasse 75
5037 Muhen

At a glance

Legal form
Limited Liability Company
UID
CHE-330.141.026
Founded
2023 · 3 years
Last commercial register change
January 30, 2026
Employees
1 to 10

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