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DirectoryFinance & InsuranceFinancial ServicesZumikonSwiss 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 providing brokerage, financial planning and pension planning services to small and medium-sized enterprises and private clients. Services include needs assessments, offer comparisons, risk analyses and claims support, as well as advice on occupational pension (BVG) and other corporate insurance solutions.

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Offering

Products & services

Industry:Financial Services
✓ Offered5
Insurance broker
Quote invitations and tenders, comparisons for new policies, optimisation of existing policies, risk analyses and insurance overviews, advisory services, national tenders, placement, implementation and documentation of policies, claims assistance.
Pension planning
Pension planning to secure the usual standard of living in retirement, with early planning starting at around age 50 and tailored solutions for the individual situation.
Financial planning
Financial planning with a planning report and advice on financial questions related to retirement provision and insurance.
SME advisory services
Advisory services for small and medium-sized enterprises with a planning report, analysis of the insurance-related situation, needs assessment, comparison of offers, risk advisory services and claims assistance.
Private client advisory services
Insurance advisory services for private clients with quote invitations and tenders, policy comparisons and optimisation, risk analyses, placement of contracts and support in the event of a claim.
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Location

Geissacher 6
8126 Zumikon
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
Branch
UID
CHE-191.190.679
Founded
2022 · 4 years
Last commercial register change
September 12, 2024
Employees
1 to 10

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