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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingGeroldswilPegasos Finance GmbH
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Pegasos Finance GmbH

Summary

About the company

The core activity of Pegasos Finance GmbH is the provision of financial services, including consulting and support for customers in the financial sector.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered5
Retirement planning advice
Free comparative analysis in retirement provision, identifying gaps in provision, measures to close those gaps, and pointers to potential premium savings in case of overinsurance.
Financial optimisation
Needs- and risk analysis, an individually tailored structure for personal financial management, administrative tasks, and support in building assets.
Tax advisory
Analysis of the tax situation, sustainable cost optimisation, representation with authorities and insurers, and preparation of the tax return.
Property brokerage and valuation
Property viewings and free valuation, definition of a sale price, support in the sale, and taking over administrative activities.
Asset planning
Overview of the financial situation, systematic planning of asset development, financial and inheritance planning, and consideration of personal and professional goals.
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Location

Steinhaldenring 8
8954 Geroldswil

At a glance

Legal form
Limited Liability Company
UID
CHE-452.507.509
Founded
2024 · 2 years
Last commercial register change
December 30, 2024
Employees
1 to 10

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