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DirectoryFinance & InsuranceFiduciary OfficesZurichSchwarz & Partner Finanzkonsulenten AG
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Schwarz & Partner Finanzkonsulenten AG

Summary

About the company

The company's core activity is independent financial consulting and planning for private and corporate clients, including: financial planning, retirement planning, tax planning, estate planning, business succession, real estate financing, asset management, trust services, and brokerage of insurance contracts and loans. The company provides comprehensive and holistic solutions for its clients' financial needs and focuses on long-term care and consulting.

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Products & services

Industry:Fiduciary Offices
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Financial planning
Independent, comprehensive and holistic financial planning; coordination of all specialist areas related to financial planning under one roof.
Retirement planning
Retirement planning with interconnected solution concepts, tailored to customers’ individual needs and objectives.
Tax planning
Tax planning as part of holistic financial advice; conceptual, networked processing of tax-related questions.
Estate planning
Estate planning with individually tailored, viable and sustainable solution concepts.
Business succession
Planning and support for business succession as part of holistic financial advice.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Bellerivestrasse 5
8008 Zurich
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:00
Tue
08:00 - 12:00, 13:00 - 17:00
Wed
08:00 - 12:00, 13:00 - 17:00
Thu
08:00 - 12:00, 13:00 - 17:00
Fri
08:00 - 12:00, 13:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.605.517
Founded
2008 · 18 years
Last commercial register change
March 20, 2026
Employees
1 to 10

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