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DirectoryFinance & InsuranceFinancial ServicesSolothurnSolofinanz René Lemp
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Verified· 3 sources

Solofinanz René Lemp

Summary

About the company

The core activity of SoloFinanz is the provision of financial and insurance services, including financial planning, mortgage financing, retirement and pension planning, tax returns, insurance, health insurance and social security, as well as trust and asset management for private individuals, companies and non-profit organizations.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered11
Independent financial advice
Independent, comprehensive advice for businesses, institutions and individuals on financial and insurance matters; solution proposals, needs and risk analyses, ongoing support.
Insurance brokerage
Brokerage for businesses, non-profit organisations and individuals; build-up and optimisation of insurance portfolios, tenders, product comparisons and support in claims.
Comprehensive advisory mandate
Comprehensive advisory mandate for financial, insurance and retirement matters; integrated advice and support instead of individual services.
Financial planning
Financial planning for individuals and businesses; planning of finances, financing, capital investments and wealth management within the scope of the advice.
Retirement and pension planning
Retirement, pension and social insurance planning for individuals and businesses; analysis, advice and support regarding retirement matters.
Tax return and fiduciary services
Tax returns and fiduciary services as a standalone service or as part of comprehensive advisory support.
Financing
Advice and support with financing, in particular for home and business financing as well as owner-occupied property financing.
Capital investment and wealth management
Capital investment and wealth management for individuals and businesses; advice and support regarding investment and wealth matters.
Insurance and social insurance solutions
Insurance and social insurance solutions for individuals, businesses and non-profit organisations; advice, comparisons and management of policies.
Claims reporting and claims handling
Claims reporting for private and business customers online, by post or by telephone; support for the efficient handling of claims.
Brokergate
Platform for brokers, intermediaries and fiduciaries with access to partner companies, specialist network, back office, market know-how and an IT solution.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Location

Rosenweg 2
4500 Solothurn

At a glance

Legal form
Sole proprietorship
UID
CHE-112.657.940
Founded
2005 · 21 years
Last commercial register change
July 17, 2008
Employees
1 to 10

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