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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBaselUnivista GmbH
Univista GmbH Logo
Verified· 3 sources

Univista GmbH

Summary

About the company

Univista GmbH provides asset management, tax planning, pension and retirement planning, and insurance advisory services. The firm advises on pension, tax and insurance matters and is a member of the VQF.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered5
Asset management
Asset management for private clients, with individual financial and investment advice and ongoing support as part of the financial services.
Insurance advice
Insurance advice for private clients, including independent analysis and support in selecting suitable insurance solutions.
Retirement provision advice
Retirement provision advice for planning financial provision, aligned with personal goals and life situations.
Retirement planning
Retirement planning with support for planning your retirement, including early retirement.
Tax planning
Tax planning to align financial decisions with their tax implications and personal goals.
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Reviews

Aggregated rating

Aggregated rating
4.4
of 5

Aggregated from 22 reviews across all connected sources

Sources
GGoogle4.422
★TrustpilotSoon
PProvenExpertSoon

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Location

Leimenstrasse 4
4051 Basel

At a glance

Legal form
Limited Liability Company
UID
CHE-104.020.462
Founded
2005 · 21 years
Last commercial register change
August 12, 2010
Employees
1 to 10

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