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DirectoryFinance & InsuranceFinancial ServicesZurichSFG Swiss Finance Group GmbH
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SFG Swiss Finance Group GmbH

Summary

About the company

SFG Swiss Finance Group GmbH provides financial planning and advisory services, including pension (private pension/3a), mortgage and home‑financing consulting, investment solutions and insurance brokerage. The company develops tailored concepts and coordinates cross‑sector topics such as pension funds, banks, insurers and related tax or inheritance considerations.

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Products & services

Industry:Financial Services
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Retirement planning
Retirement planning covering state, occupational and private provision with AHV, BVG, Freizügigkeit and Pillar 3a/3b; advice on taking capital, pledging, amortisation and tax aspects.
Financing
Financing for residential property with advice on mortgages, choosing a lender, own funds, loan-to-value, amortisation and incorporating pension fund assets.
Capital investments
Capital investments with advice on shares, bonds, custody accounts and real estate investments, as well as on the tax consequences of interest income and capital gains.
Insurance
Insurance advisory for health insurance, supplementary insurance, daily sickness benefits, property, assets, business and building insurance, as well as pet and motor vehicle insurance.

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Location

Hier entsteht die Karte
Albulastrasse 42
8048 Zurich
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-294.107.528
Founded
2021 · 5 years
Last commercial register change
November 27, 2025
Employees
1 to 10

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