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DirectoryFinance & InsuranceFiduciary OfficesAigleSwiss Patrimonial Consulting Sàrl
Swiss Patrimonial Consulting Sàrl Logo
Verified· 3 sources

Swiss Patrimonial Consulting Sàrl

Summary

About the company

Swiss Patrimonial Consulting Sàrl is an independent insurance intermediary that compares insurance offers and provides brokerage and contract-management services for private clients and businesses. The firm also offers tax-declaration services and is registered with FINMA (No. F01220339) and as an AFA insurance intermediary with CICERO (No. 29068).

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered3
Insurance advice
Insurance advice for individuals and businesses, comparison of offers, selection of suitable coverages, personalised follow-up on your file and contract management with the insurers.
Online insurance offer
Online insurance offer with a request form, comparison of two to three offers, choice of the type of insurance and forwarding of the request to a partner.
Tax return
Tax return for individuals and businesses, completion of the tax form, personalised advice and a dedicated service to reduce the tax burden.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue du Rhône 16
1860 Aigle
Opening hours
Mon
08:00 - 12:00, 14:00 - 18:30
Tue
08:00 - 12:00, 14:00 - 18:30
Wed
08:00 - 12:00, 14:00 - 18:30
Thu
08:00 - 12:00, 14:00 - 18:30
Fri
08:00 - 12:00, 14:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-497.661.271
Founded
2011 · 15 years
Last commercial register change
March 4, 2021
Employees
1 to 10

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