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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzSwiss Group Wealth Management AG
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Verified· 3 sources

Swiss Group Wealth Management AG

Summary

About the company

The company's core activity is the provision of financial services, in particular independent consulting and asset management for private individuals and companies, with the aim of achieving financial security and independence.

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Products & services

Industry:External Asset Management
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9
Asset planning
Investment advice and asset planning with a systematic investment process, tailored investment solutions and delegation of investment activities according to the customer’s instructions.
Financial planning
Financial planning for private households with budgeting, reduction of insurance, administrative and tax costs, and regular review of the portfolio.
Homeownership financing
Homeownership financing with mortgages, construction loans, amortisation, special financing, property sale, individual home search and coverage for the house and apartment.
Retirement planning advice
Retirement planning advice with a personal retirement planning analysis, premium comparisons, adjustments to the retirement situation, income protection, family protection and 3a advice.
Professional investment advice and asset planning
Professional investment advice with selection of market-available financial instruments, an individual investment strategy, transparent solutions and independent support.
Reviews

Aggregated rating

Aggregated rating
4.5
of 5

Aggregated from 85 reviews across all connected sources

Sources
GGoogle4.585
★TrustpilotSoon
PProvenExpertSoon

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Location

Industriestrasse 1
8808 Pfäffikon Sz
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-424.170.379
Founded
2013 · 13 years
Last commercial register change
February 26, 2025
Employees
11 to 20

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