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DirectoryFinance & InsuranceFinancial ServicesFribourgReformas na Suiça Sàrl
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Reformas na Suiça Sàrl

Summary

About the company

The company offers services in the field of retirement planning and pension, particularly for individuals who have worked or are currently working in Switzerland. The core activities include: * Recovery of funds from the 2nd pillar (BVG, funds, and pensions) for returnees to Portugal * Planning of early retirement and pension * Analysis and calculation of accounts since the beginning of the career * Consulting and support for the restoration of LPP (Libre Passage) and asset management * Creation of digital documents, such as insurance cancellation letters * Mediation of insurance and loans The company supports clients in planning and implementing their retirement provision and offers comprehensive services to ensure their financial security and satisfaction.

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Products & services

Industry:Financial Services
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LPP-/2nd pillar search
Identifying BVG, 2nd-pillar and pension fund accounts, determining all accounts held under your name and all deductions.
Return to Portugal
Support with returning to Portugal, search for BVG/pension fund assets, contract termination and handling of situations in Switzerland.
Pension planning
Individual study for early retirement and retirement, pension and tax calculation when taking capital, compilation of all funds and paperwork.
Insurance
Insurance advice and brokerage for life, car and household contents insurance to protect people and assets.
Loans
Loan solutions for personal loans as well as home and business financing with flexible terms.

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Location

Avenue de Tivoli 3
1700 Fribourg

At a glance

Legal form
Limited Liability Company
UID
CHE-333.716.147
Founded
2021 · 5 years
Last commercial register change
January 20, 2025
Employees
11 to 20

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