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DirectoryFinance & InsuranceFiduciary OfficesDietikonTREUFIN GmbH
TREUFIN GmbH Logo
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TREUFIN GmbH

Summary

About the company

The company's core activity encompasses the provision of services in the fields of finance, real estate, insurance, and trust. Specifically, the company offers the following services: financial coaching for private individuals and SMEs, succession planning, patient advocacy, company formation, organization and structuring of companies, networking, accounting, trust services, insurance services, and property management. The company positions itself as a full-service provider for the financial and legal needs of private individuals and companies.

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Products & services

Industry:Fiduciary Offices
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✓ Offered12
Property valuation
Professional and accurate property valuation for houses prior to sale or refinancing, to assess market value and as a basis for the sales price or mortgage terms.
Real estate brokerage
Buying and selling real estate, building plots and commercial properties, including advice and support in finding suitable properties and during the sale.
Property management
Professional property management service for private and commercial clients, including care of the property and ongoing management.
Real estate financing
Real estate financing with an offer, collaboration with banks, and choice among different repayment types, interest rates and terms.
Property renovation
Renovations, refurbishments, new builds and extensions of properties, with support in design and construction services.
Tax returns and tax consulting
Processing of all types of tax returns and consulting on tax matters, including complete handling of the tax return.
Accounting
Ongoing accounting for companies, so clients can focus on their business.
Business consulting
Consulting on marketing, sales and operations, as well as support for scaling up businesses based on long-standing experience.
Company restructuring
Support with company restructurings, from reorganisation through to merger, sale or other solutions.
Legal support
Legal support for individuals, small and medium-sized enterprises in various matters.
Insurance consulting and insurance solutions
Insurance solutions for individuals and SMEs, including independent advice, protection for family and business, and service as an insurance broker.
Financial coaching
Personal or telephone financial coaching for planning and achieving short- and long-term financial goals.

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Location

Lerzenstrasse 8
8953 Dietikon
Opening hours
Mon
08:30 - 17:00
Tue
08:30 - 17:00
Wed
08:30 - 17:00
Thu
08:30 - 17:00
Fri
08:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-474.099.370
Founded
2022 · 4 years
Last commercial register change
June 7, 2022
Employees
1 to 10

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