Verix GmbH provides financial advisory services, including financial planning, retirement planning, insurance and wealth-building solutions, as well as tax and real-estate advisory.
AI-generated
Offering
Products & services
Industry:Financial Services
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Budget planning, asset management and financial analysis; support with keeping an overview of finances and achieving financial goals.
Retirement planning advice
Individual retirement solutions for the future; guidance for securing one’s standard of living and for planning for retirement.
Insurance advice and coverage
Advice on health insurance as well as property and asset protection; aligning insurance coverage with personal needs and property.
Wealth building and investment advice
Tailored investment strategies, advice on different asset classes and support in building a personal portfolio.
Real estate consulting
Guidance with planning, financing, buying and selling real estate; support with valuation, selection and financial structuring of owner-occupied homes and income properties.
Tax planning
Tax structuring and planning to make use of potential savings; relief regarding deadlines and financial optimisation of obligations.
Comparisons
Verix GmbH in comparison
Soon
Industry comparisons are coming soon
We're preparing industry comparisons that rank Verix GmbH by reviews, experience and specialisations.
Knowledge
No knowledge articles yet
Once Verix GmbH has claimed this profile, we'll publish editorial articles and case studies here together.