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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMünchensteinStefan Meier Beratungen GmbH
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Stefan Meier Beratungen GmbH

Summary

About the company

Stefan Meier Beratungen GmbH provides financial advisory and planning services for private clients and businesses, including pension planning, insurance advice, investment/portfolio analysis and support for people relocating to Switzerland.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance consulting
Insurance for private individuals and businesses, impartial advice on suitable solutions, support with questions related to coverage and policies.
Retirement planning advice
Provision with a focus on Pillar 3a and the pension fund, needs analysis, outlining possible solutions and designing a suitable retirement provision plan.
Pension planning
Analysis of your personal situation before retirement, presentation of the pros and cons of different options, decision-making basis for retirement.
Investment advice
Free portfolio analysis, analysis of securities portfolios and assets, support with assessing individual funds and larger portfolios.
Advice for newcomers in Switzerland
Advice on insurance and health insurance for people before or after moving to Switzerland.

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Location

Freilager-Platz 7
4142 Münchenstein

At a glance

Legal form
Limited Liability Company
UID
CHE-104.957.920
Founded
1998 · 28 years
Last commercial register change
June 5, 2024
Employees
1 to 10

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