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DirectoryFinance & InsuranceFinancial ServicesCheseaux-Sur-LausanneSicuro Finance & Prévoyance Sàrl
Sicuro Finance & Prévoyance Sàrl Logo
Verified· 3 sources

Sicuro Finance & Prévoyance Sàrl

Summary

About the company

Sicuro Finance & Prévoyance Sàrl provides financial and pension advice, including mortgage financing support, pension/retirement analysis and financial planning. Other services cover tax matters (including tax returns), administrative assistance in cases of death or divorce, third‑pillar life insurance and support for property sales.

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Products & services

Industry:Financial Services
✓ Offered5
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Mortgage financing
Mortgage credit for the purchase of a primary residence, finding a financial partner, comparing offers, explaining the terms and supporting you through the process.
Mortgage renewal
Renewal and termination of a mortgage, requesting competitive offers, analysing the terms and supporting you through to choosing the right solution.
Retirement and protection analysis
Analysis of AHV/IV, BVG/UVG and third-pillar coverage, assessment of coverage gaps in the event of invalidity or death, and tailored recommendations based on your profile and objectives.
Financial planning
Retirement planning, analysis of AHV/BVG pensions, tax and inheritance considerations, choice of lump sum or annuity, and preparation for leaving employment at retirement.
Life insurance (3rd pillar)
Life insurance for pillar 3a and 3b, savings, death cover, invalidity and loss of earning capacity, succession planning, and mortgage amortisation.
Reviews

Aggregated rating

Aggregated rating
4.5
of 5

Aggregated from 25 reviews across all connected sources

Sources
GGoogle4.525
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Route d'Yverdon 1
1033 Cheseaux-Sur-Lausanne
Opening hours
Mon
08:30 - 12:00, 14:00 - 17:30
Tue
08:30 - 12:00, 14:00 - 17:30
Wed
08:30 - 12:00
Thu
08:30 - 12:00, 14:00 - 17:30
Fri
08:30 - 12:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-318.286.607
Founded
2019 · 7 years
Last commercial register change
June 14, 2023
Employees
1 to 10

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