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DirectoryFinance & InsuranceFiduciary OfficesGränichenSTEPHAN WEHRLI BERATUNG
STEPHAN WEHRLI BERATUNG Logo
Verified· 3 sources

STEPHAN WEHRLI BERATUNG

Summary

About the company

The core activity of Wehrli Beratung is investment and financial consulting for private individuals, particularly in the areas of: * Pension planning (pension mandate, living will, last will and testament, etc.) * Tax consulting (tax returns, tax optimization) * Cohabitation consulting (cohabitation agreements, legal advice for cohabiting couples) * Insurance consulting * Financial planning and budgeting. The company offers individual consulting and coaching for private individuals to improve their financial situation and secure their future.

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered7
Estate and care planning
Joint elaboration of a mandate for personal care, advance directives for medical treatment, instructions in the event of death, powers of attorney, emergency card, succession and a will.
Tax advisory
Preparation of tax returns, comparison with tax assessments, objections, analysis of tax developments, strategies for future tax periods and simple bookkeeping for sole proprietorships.
Cohabitation counselling
Preparation of a cohabitation agreement, household budget, will, mandate for personal care, advance directives for medical treatment, and coordination of insurance arrangements for couples living in concubinage.
Insurance consulting
Risk analysis, optimization of existing insurance policies, ongoing support and regular review of contracts, as well as assistance in the event of an insurance claim for individuals and companies.
Fiduciary and property management
Support in accounting, taxes, payroll, annual financial statements, administration, insurance and property management.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 9 reviews across all connected sources

Sources
GGoogle59
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Location

Mitteldorfstrasse 46
5722 Gränichen
Opening hours
Mon
09:00 - 11:30, 14:00 - 18:00
Tue
09:00 - 11:30, 14:00 - 18:00
Wed
09:00 - 11:30, 14:00 - 18:00
Thu
09:00 - 11:30, 14:00 - 18:00
Fri
09:00 - 12:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-246.758.410
Founded
2019 · 7 years
Last commercial register change
December 18, 2019
Employees
1 to 10

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