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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingAadorfTölderer Consulting GmbH
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Tölderer Consulting GmbH

Summary

About the company

Tölderer Consulting GmbH provides consulting services in insurance, pension planning, asset management and tax matters. The company supports private individuals, families and businesses with analysis, optimisation and ongoing management of insurance and financial solutions.

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Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
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Insurance advisory
Insurance advisory for individuals and businesses, including portfolio analysis, optimisation of existing solutions, representation in the event of a claim, and ongoing contract amendments.
Retirement and pension planning
Retirement and pension planning with BVG and executive solutions, analysis of the retirement situation using the three-pillar concept, and planning ahead of retirement.
Tax advisory
Tax advisory and tax returns for individuals and businesses, with support on tax matters related to financial planning.
Risk management
Analysis and assessment of risks for private and business situations, including the development of suitable risk mitigation strategies and decision-making bases.
Portfolio administration
Ongoing administration of insurance and retirement solutions on a commission basis, as a broker or brokerage mandate, or against transparent fee expenses.

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Location

Châtelstrasse 5
8355 Aadorf

At a glance

Legal form
Limited Liability Company
UID
CHE-315.187.765
Founded
2025 · 1 year
Last commercial register change
April 3, 2025
Employees
1 to 10

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