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DirectoryFinance & InsuranceFinancial ServicesFelben-WellhausenSIGMA Finanz GmbH
SIGMA Finanz GmbH Logo
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SIGMA Finanz GmbH

Summary

About the company

The core activity of Sigma Finanz GmbH is the provision of financial services, particularly: * Pension, retirement and tax planning * General insurance (private and SME) * Wealth management (EAM) * Estate planning (including marriage and inheritance contracts) * Business start-ups * Financial accounting * Taxes * Administration of insurance policies (ServicePack) The company offers individual, independent and serious advice for private individuals and small and medium-sized enterprises (SMEs) in these areas.

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Products & services

Industry:Financial Services
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Financial, Pension and Tax Planning
Financial, pension and tax planning for individuals and SMEs, including individual planning in every life stage and the development of solutions for individuals and legal entities.
Tax Return Filing
Tax return filings with timely and accurate submission, support for reducing the tax burden, and ongoing advice for individuals and member organizations.
Estate Planning
Estate planning including prenuptial and inheritance agreements, with preparation for the event of inheritance and the arrangement of personal wishes.
Insurance Advisory
General insurance for individuals and SMEs, including home contents insurance, legal expenses coverage, and master insurance agreements for practices such as professional liability, loss of earnings due to illness coverage, and UVG.
Asset Management (EAM)
External asset management (EAM) for the supervision and administration of assets within the scope of financial planning.
Business Setup
Advisory services and support for starting a business, as part of the financial services offering for SMEs.
Financial Accounting
Financial accounting for companies, as part of the administrative and financial support in the SME environment.
Retirement Provision Analysis and Pension Planning
Retirement provision analysis and pension planning for doctors and individuals, including analysis of the current retirement situation and planning for retirement.
Mortgage and Practice Financing
Financing for mortgages and practices, as part of the FMH Services support for doctors.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

Lerchensangstrasse 13
8552 Felben-Wellhausen

At a glance

Legal form
Limited Liability Company
UID
CHE-112.363.504
Founded
2005 · 21 years
Last commercial register change
March 14, 2022
Employees
1 to 10

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