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DirectoryFinance & InsuranceFinancial ServicesRotkreuzSwiss First Broker Partners AG
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Swiss First Broker Partners AG

Summary

About the company

Swiss First Broker Partners AG is an insurance broker offering brokerage, financial, tax and pension-planning services. The firm serves SMEs and private clients with insurance portfolio analysis, risk assessments, multi-insurer offer comparisons and claims handling.

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Offering

Products & services

Industry:Financial Services
✓ Offered9
Insurance broker
Insurance tender offers, comparisons for new policies, optimisations of existing policies, risk analyses, insurance overviews, placement and administration of insurance contracts, as well as claims assistance.
Financial planning
Planning reports on income, expenses, assets, debts, income gaps and liquidity; proposals for optimising income and assets, investment choice, implementation and ongoing reporting.
Retirement planning
Retirement planning with individual solutions, analysis of income and support to maintain the usual standard of living as far as possible after retirement.
Occupational pension provision (pension fund)
Occupational pension provision for corporate clients with full insurance or a partially autonomous pension fund model, including coverage for old age, survivors and invalidity.
Collective accident insurance
Mandatory accident insurance for employees with coverage of medical treatment costs and cash benefits; can be supplemented with additional insurance for hospital stay, reductions, as well as death and disability capital.
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Location

Grundstrasse 4b
6343 Rotkreuz
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-474.745.891
Founded
2014 · 12 years
Last commercial register change
May 1, 2026
Employees
1 to 10

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