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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLiestalPekaFina AG
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Verified· 3 sources

PekaFina AG

Summary

About the company

The core activity of PekaFina AG is independent financial consulting and planning for small and medium-sized enterprises, self-employed individuals and private individuals. Specifically, this includes the areas of pension fund concepts and solutions, financial planning, and trusteeships. The company offers professional consulting and long-term support in these areas, with the goal of finding a comprehensive and individual solution for the financial needs of its clients.

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Products & services

Industry:Insurance Brokerage & Consulting
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Pension Fund Solutions
Tailored solutions for pension funds and personal insurance, including as-is analysis, coordination with needs and budget, implementation of adjustments and ongoing contract management.
Financial Planning
Personal financial planning covering topics such as taxes, retirement provision, budget, financing, investments, marriage and inheritance law, as well as investment and liquidity planning.
Assistance Mandates
Assistance mandates under adult protection law with bookkeeping, asset management, representation vis-à-vis authorities and institutions, and preparation of tax returns.
Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle44
★TrustpilotSoon
PProvenExpertSoon

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Location

Grammetstrasse 14
4410 Liestal

At a glance

Legal form
Corporation
UID
CHE-321.595.339
Founded
2011 · 15 years
Last commercial register change
July 20, 2026
Employees
1 to 10

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