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DirectoryFinance & InsuranceFinancial ServicesForchOptima Finanzberatungen GmbH
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Optima Finanzberatungen GmbH

Summary

About the company

The core activity of Optima Finanzberatungen GmbH is the provision of financial services, including: tax consulting, asset and real estate consulting, financial and pension planning, family law, foundations and transformations, financial coaching, business and financial management, succession planning, loans and mortgages, accounting, and real estate. The company thus offers comprehensive financial services for private individuals and companies.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered11
Taxes
Tax return, tax advice and tax planning for direct federal taxes as well as cantonal and municipal taxes, including tax optimization and real estate capital gains taxes.
Wealth management and real estate
Wealth analysis, investment strategy, implementation and monitoring for capital investments and real estate; support with banks and wealth managers.
Financial and retirement planning
A financial plan tailored to needs with budget, assets/real estate, insurance, retirement planning, taxes and estate planning, plus support for implementation.
Family law
Advice on matrimonial property law, advance care mandate, advance directive, divorce and inheritance law, including support with financial arrangements and provisions.
Incorporations and reorganisations
Advice, risk analysis, solution proposals and support in implementing incorporations and reorganisations.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
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Location

Hohe Promenade 1b
8127 Forch

At a glance

Legal form
Limited Liability Company
UID
CHE-115.124.114
Founded
2009 · 17 years
Last commercial register change
October 13, 2009
Employees
1 to 10

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