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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesForchOptima Finanzberatungen GmbH
Optima Finanzberatungen GmbH Logo
Verified· 3 sourcesTrust Score
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.
Financial coaching
Company-related financial coaching on a subscription basis or by the day and hour, tailored to growth and entrepreneurial freedom.
Business and financial management
As-is analyses, business-related assessments, concepts, reports, recommendations and expert opinions as a basis for strategic decisions.
Succession planning
Planning and implementation of succession solutions for entrepreneurs who withdraw from the company entirely or in part.
Loans and mortgages
Preparation of loan applications, comparisons of terms, financing and refinancing proposals, as well as negotiations with financial service providers for private individuals, self-employed professionals and SMEs.
Accounting
Chart of accounts, bookkeeping, social security and VAT reporting, interim, quarterly and annual financial statements, budget as well as investment and financial plan.
Real estate
Advice on buying and selling single-family houses, condominium ownership (unit ownership), multi-family houses and commercial properties, including affordability calculations, financing and tax planning.
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3.8/5

Optima Finanzberatungen GmbH

Trust & reputation

ranQ Trust Score of Optima Finanzberatungen GmbH: 3.8 out of 5.0

Trust Score3.8/ 5.0

High

x

Data basis 96% · As of October 2026

Optima Finanzberatungen GmbH scores 49.8 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.68.224%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.17.610%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.35.08%
Optima Finanzberatungen GmbH scores 83.0 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Optima Finanzberatungen GmbH scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Optima Finanzberatungen GmbH scores 1.1 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.1.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Optima Finanzberatungen GmbH reaches a ranQ Trust Score of 3.8 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 1 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
88.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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