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DirectoryFinance & InsuranceFinancial ServicesBaarUrsula Steinauer GmbH
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Ursula Steinauer GmbH

Summary

About the company

Ursula Steinauer GmbH provides financial advice and personal support to private clients, especially during challenging life events such as divorce or bereavement. Services include independent investment analysis, tax review and assistance with tax returns, real estate and mortgage advice, and retirement planning including power of attorney/wardship and inheritance planning; the owner is a certified financial planner (Eidg. Finanzplanungsexperte).

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Products & services

Industry:Financial Services
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5
Financial consultations
Financial consultations for household budgets, financial questions, and personal support with financial decisions.
Retirement and investment advisory
Advice on investments, the risk of financial investments, independent analysis, and questions related to financial planning.
Tax advisory and tax returns
Review of the tax situation, questions about tax optimization, completion of tax returns, and preparation of inter-cantonal tax allocations.
Financing and mortgage advisory
Advice for purchasing real estate, financing needs, mortgage options, and existing mortgages, including a second opinion.
Retirement and inheritance planning
Advice on family protection, powers of attorney, support/assistance arrangements, and inheritance planning for retirement provisions that require clarification.

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Location

Früebergstrasse 28
6340 Baar

At a glance

Legal form
Limited Liability Company
UID
CHE-417.540.318
Founded
2015 · 11 years
Last commercial register change
March 2, 2015
Employees
1 to 10

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