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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceInsurance Brokerage & ConsultingUnterseenRolli Finanzplanungen GmbH
Rolli Finanzplanungen GmbH Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Rolli Finanzplanungen GmbH provides financial planning and advisory services to private clients and SMEs. Services include pension and retirement planning, pension fund advice, tax optimisation, assistance with tax returns, estate planning, support for property sales and business succession planning.

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Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
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Rolli Finanzplanungen GmbH

Financial planning
Holistic financial planning with pension advice, retirement planning, tax optimisation, inheritance planning, plus planning for home ownership and wealth building.
Pension planning advice
Advice on pension questions, retirement provision and financial security across different life stages.
Retirement planning
Planning for retirement and early retirement, including income, needs and financial sustainability.
Tax optimisation
Tax optimisation within personal financial and pension planning.
Inheritance planning
Advice on inheritance matters, estate arrangements and family-related succession topics as a neutral point of contact.
Property advisory
Advice on buying and selling real estate, and on home ownership in connection with financial planning.
Trust & reputation

ranQ Trust Score of Rolli Finanzplanungen GmbH: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Rolli Finanzplanungen GmbH has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Rolli Finanzplanungen GmbH scores 83.0 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Rolli Finanzplanungen GmbH scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Rolli Finanzplanungen GmbH scores 8.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.8.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Rolli Finanzplanungen GmbH reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Bahnhofstrasse 37
3800 Unterseen

At a glance

Legal form
Limited Liability Company
UID
CHE-105.726.990
Founded
2001 · 25 years
Last commercial register change
February 23, 2021
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
88.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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