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DirectoryFinance & InsuranceFiduciary OfficesWettingenSTEFAN WEBER VorSorgePlanung
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STEFAN WEBER VorSorgePlanung

Summary

About the company

The core activity of Stefan Weber VorSorgePlanung is independent financial and retirement planning for private individuals, including pension planning, asset management and tax consulting.

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered4
Pension planning
Pension planning for private individuals, including tax optimization, budget after retirement, withdrawal of pension assets, mortgage structure, investment structure and succession planning.
Tax advice and tax return
Tax advice for sustainable tax optimization, preparation of the tax return, review of the tax assessment and recommendations for tax optimization.
Asset management
Asset management to supplement AVS and pension fund pensions, with an investment model, implementation via two asset managers, and solutions for pillar 3a and vested benefits.
Financial planning 45+
Financial planning from age 45 with tax optimization via pension fund and pillar 3a, optimizing private insurance, mortgage structure, investment assets and succession planning.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
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Location

Dorfstrasse 12
5430 Wettingen

At a glance

Legal form
Sole proprietorship
UID
CHE-109.952.060
Founded
2022 · 4 years
Last commercial register change
December 13, 2022
Employees
1 to 10

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