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DirectoryFinance & InsuranceFinancial ServicesEbikonVERSICHERUNGS-TREUHAND HAAS
VERSICHERUNGS-TREUHAND HAAS Logo
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VERSICHERUNGS-TREUHAND HAAS

Summary

About the company

The core activity of the company "Versicherungs-Treuhand Haas" includes individual and personal consulting in the following areas: * Insurance (private and business customers) * Health insurance * Real estate (mortgages, financing models) * Pensions (1st, 2nd and 3rd pillar) * Trust services * Taxes (tax returns) The company thus offers comprehensive financial and insurance services.

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Offering

Products & services

Industry:Financial Services
✓ Offered7
Insurance advisory
Insurance advisory for private and business clients, including analysis of existing policies, premium review and selection of suitable insurance solutions.
Health insurance advisory
Health insurance advisory with an individual offer, selection of the suitable option and support with processing the documents.
Mortgage and credit advisory
Mortgage and credit advisory for personal loans and real estate financing, including financial capacity analysis, information on maturity, installment protection and switching banks.
Retirement planning advisory
Retirement planning advisory covering the 1st, 2nd and 3rd pillars, with solutions for securing the future, retirement planning and individual design of the third pillar.
Fiduciary services
Fiduciary services including financial bookkeeping, receivables and payables accounting, annual and interim financial statements, VAT reporting and payroll administration.
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Location

Sagenhofweg 10
6030 Ebikon

At a glance

Legal form
Sole proprietorship
UID
CHE-193.656.536
Founded
2021 · 5 years
Last commercial register change
February 3, 2021
Employees
1 to 10

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