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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSeonPrior Finanz- & Pensionsplanungen AG
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Prior Finanz- & Pensionsplanungen AG

Summary

About the company

The company's core activity is the provision of financial services, particularly in the areas of pension planning, tax optimization, asset accumulation and investment consulting. The company offers individually tailored concepts and strategies to support customers in planning and implementing their financial goals and enabling them to enjoy a worry-free retirement.

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Products & services

Industry:Insurance Brokerage & Consulting
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Pension planning
Analysis and optimization of existing pension plans to ensure maximum retirement income; individual adjustments, long-term financial stability and support through changes.
Tax optimization
Minimizing the tax burden related to retirement provision; targeted tax savings, tailored solutions and integration into long-term financial planning.
Investment advisory
Advisory on investing assets for long-term growth and stability; individual strategies, diversification and market analysis.

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Location

Oberdorfstrasse 28
5703 Seon

At a glance

Legal form
Corporation
UID
CHE-115.871.814
Founded
2010 · 16 years
Last commercial register change
February 29, 2024
Employees
1 to 10

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