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DirectoryFinance & InsuranceFiduciary OfficesBrügg BeSchweizer Finanzzentrum GmbH
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Schweizer Finanzzentrum GmbH

Summary

About the company

The core activity of the company "Schweizer Finanzzentrum GmbH" is comprehensive financial consulting and services for private individuals and companies. This includes in particular: all-round financial consulting (banking, insurance, pension planning), tax returns and accounting, pension planning and financial planning, financing and sale of residential property, investment and assets, legal consulting and notary services, architecture and planning, budget planning and life planning. The company thus offers a wide range of financial services to support the financial security and planning of its customers.

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Products & services

Industry:Fiduciary Offices
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Tax return
Tax returns for individuals and self-employed earners, in all German-speaking cantons; quick, accurate and deadline-compliant handling.
Comprehensive financial advice
Personal and business financial advice on budget, saving, investments, retirement planning, protection, taxes and financial goals.
Retirement planning
Financial retirement planning considering retirement planning components, assets, life goals, tax advantages as well as receiving a pension or capital.
Insurance check
Analysis of existing property and asset insurance for adequacy, gaps and double coverage; identifying optimization potential.
Finance crash course for young people
Practical finance course for 16- to 25-year-olds in education on budget, tax return, saving, insurance, retirement planning and first investments.
Budget consulting
Budget planning based on income and expenses; determining the personal savings rate and creating a suitable budget plan.
Accounting and taxes
Complete accounting and preparation of the company tax return; efficient, precise and on time via the partner firm.
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Location

Erlenstrasse 44
2555 Brügg Be

At a glance

Legal form
Limited Liability Company
UID
CHE-343.009.844
Founded
2017 · 9 years
Last commercial register change
January 5, 2021
Employees
1 to 10

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