ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLenzburgPlüss Finanzberatungs AG
Plüss Finanzberatungs AG Logo
Verified· 3 sources

Plüss Finanzberatungs AG

Summary

About the company

The core activity of Plüss Finanzberatungs AG is the provision of financial advisory services.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
Financial and pension planning
Financial planning up to retirement and in retirement, early retirement, taking out capital or a pension fund annuity, support in implementation and long-term asset development.
Taxes
Tax planning, completing the tax return, reviewing the tax assessment and representing clients vis-à-vis the tax authorities; with a focus on deductions and optimisation opportunities.
Retirement provision / BVG
Retirement planning advisory with analysis of coverage gaps and overinsurance, review of existing pension plan contracts and solutions for BVG and KTG, also for SMEs.
Investments
Investment advice with a diversified, flexible investment strategy, defining the timing and amount of capital withdrawals and considering tax aspects.
Owner-occupied home
Advice for buying and financing a home, including mortgage product, interest rate negotiations and extension of mortgages.
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle41
★TrustpilotSoon
PProvenExpertSoon

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

Knowledge

No knowledge articles yet

Once Plüss Finanzberatungs AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Plüss Finanzberatungs AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Plüss Finanzberatungs AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Plüss Finanzberatungs AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Niederlenzerstrasse 25
5600 Lenzburg

At a glance

Legal form
Corporation
UID
CHE-115.941.099
Founded
2010 · 16 years
Last commercial register change
January 19, 2016
Employees
1 to 10

Similar companies

BI
Bucher Invest AG
Dättwil Ag
GM
gf marketing gmbh
Rothrist
PC
proinsura Cantillo
Kaiseraugst
NG
neocare GmbH
Zofingen