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DirectoryFinance & InsuranceFinancial ServicesOberwil BlPaul Stöcklin WEG-Beratung
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Paul Stöcklin WEG-Beratung

Summary

About the company

The company's core activity is the independent consulting and support of private individuals and companies in financial and legal matters, particularly in the areas of: financial planning and consulting, tax consulting, estate planning and wills, pension planning, project management, and mediation. The company also provides analysis and consulting in specific areas such as mortgages and online banking. The founder of the company, Paul Stöcklin, brings over 40 years of experience from the financial industry, particularly from his time at the Basellandschaftliche Kantonalbank.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered10
Pension planning advice
Pension planning advice in all areas of retirement provision, with support in choosing the provider and implementing it to the goal.
Will / Executor mandate
Drafting wills, carrying out executor mandates, and handling steps after a death, including support with financial matters for relatives.
Analyses
Analyses and comparisons of different offers, in particular for investments, securities accounts, and retirement planning proposals.
Financial matters
Assistance and support with financial matters, including financing the house, mortgages, choosing the bank, and support when selling the house.
Taxes
Support with filing your tax return, checking property capital gains tax invoices, and calculating tax implications when buying a house.
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Location

Stephan Gschwind-Strasse 10b
4104 Oberwil Bl

At a glance

Legal form
Sole proprietorship
UID
CHE-495.811.051
Founded
2023 · 3 years
Last commercial register change
December 19, 2023
Employees
1 to 10

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