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DirectoryReal EstateReal Estate BrokerageBaarValentum AG
Valentum AG Logo
Verified· 3 sources

Valentum AG

Summary

About the company

Valentum AG is an independent Swiss financial services provider. The company advises private individuals and businesses on taxes, retirement planning, mortgages, wealth building, investments, and insurance.

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Products & services

Industry:Real Estate Brokerage
✓ Offered5
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Tax return
Have your tax return completed professionally, review documents, optimise deductions and submit digitally to the authorities; also for individuals, married couples and students/apprentices.
Retirement planning analysis
Retirement planning analysis for AHV, BVG and Säule 3a/3b, including retirement income planning, coverage gaps, risk protection and review of existing retirement solutions.
Mortgage comparison
Compare mortgages, check terms from banks and insurers, analyse affordability and arrange suitable financing for owner-occupied homes, refinancing or new builds.
Build wealth
Build wealth via Säule 3a, Säule 3b, children’s savings plans and investment products, with tax optimisation, independent selection and long-term support.
Investments
Investments in German real estate for Swiss investors, from property selection and financing to management, tenant support and tax coordination.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 124 reviews across all connected sources

Sources
GGoogle4.9124
★TrustpilotSoon
PProvenExpertSoon

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Location

Ruessenstrasse 12
6340 Baar

At a glance

Legal form
Corporation
UID
CHE-336.462.167
Founded
2024 · 2 years
Last commercial register change
December 3, 2025
Employees
1 to 10

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