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DirectoryFinance & InsuranceExternal Asset ManagementUrtenen-SchönbühlValency Finance GmbH
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Verified· 3 sources

Valency Finance GmbH

Summary

About the company

The core activity of Valency Finance is independent insurance and financial consulting, including insurance broking, financial planning, trust, tax and corporate consulting.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
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Insurance brokerage
Insurance analysis, needs assessment, premium and benefit comparison, submissions and negotiations with insurers, plus ongoing policy administration and monitoring.
Financial advice and asset management
Advice on investments and asset management, account, custody account and risk analysis, home financing with real estate and mortgages, plus retirement, pension and estate planning.
Tax advice and tax returns
Preparation of tax returns, tax advice, long-term tax planning and withholding-tax calculation for private individuals, estates, co-ownership and foreign real estate.
Fiduciary and business advisory
Fiduciary matters, business advisory and support for start-ups, company formations, small, medium and large enterprises in insurance matters.
Administration and subscription services
Standard, Silver and Gold subscriptions with tax return preparation, support services, financial tips, insurance and financial coaching, and an individual family-office solution.
Claims support
Claims support with an insurer overview, loss notification and assistance via hotline and online claim forms from partner insurers.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 34 reviews across all connected sources

Sources
GGoogle4.934
★TrustpilotSoon
PProvenExpertSoon

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Location

Zentrumsplatz 3
3322 Urtenen-Schönbühl

At a glance

Legal form
Limited Liability Company
UID
CHE-150.657.243
Founded
2017 · 9 years
Last commercial register change
February 1, 2024
Employees
1 to 10

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