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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesWettingenPatrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH
Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company's core activity is financial consulting and planning for private and corporate clients, including services such as asset management, pension planning, provision planning, inheritance consulting, tax optimization and succession planning.

AI-generated
Offering

Products & services

Industry:Financial Services
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4.1/5

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH

✓ Offered10
Financial planning
Financial planning looks at investments, retirement provision, insurance, taxes and budget holistically; analysis of the current situation, concrete optimization opportunities and support during implementation.
Retirement provision planning
Retirement provision planning for financial security in the event of disability, death and retirement; analysis of gaps in coverage, over-insurance, pensions, lump-sum withdrawals and insurance solutions 3a/3b.
Pension planning
Pension planning for the decision between a pension and a lump-sum withdrawal; clarification of taxes, pension fund benefits, estate matters and retirement financing.
Asset management
Asset management with investment planning taking into account taxes, risk willingness, risk capacity, liquidity needs and investment horizon; selection and monitoring of investment profiles.
Estate planning
Estate planning for timely arrangements, tax-optimal structuring, provision for a partner, as well as settlement and division of estates under the terms of the engagement.
Tax optimization
Tax optimization for private and corporate clients; tax planning, reduction of the tax burden, optimization related to retirement provision, investments, income and documents for the initial consultation.
Succession planning
Succession planning for businesses and assets; clarification of legal form, inheritance matters, holdings and retirement provision, including succession planning, will, marriage and inheritance contract, and executor mandate.
Property ownership
Advice on property ownership and real estate; purchase and sale, rent or buy, real estate capital gains tax, financing, affordability and a financing concept.
Training
Training on retirement provision, finance and planning topics; listed under services as an additional offering alongside publications, calculators and video conferencing.
Calculator
Calculator as a service for finance and retirement provision topics; listed in the service menu as a digital tool to support calculations.
Trust & reputation

ranQ Trust Score of Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH scores 83.0 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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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%
Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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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).83.322%
Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH scores 10.6 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 35.10.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, 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.

Knowledge

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Location

Landstrasse 107A
5430 Wettingen

At a glance

Legal form
Limited Liability Company
UID
CHE-108.706.601
Founded
1997 · 29 years
Last commercial register change
September 10, 2025
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.88.06%
  • 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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