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DirectoryFinance & InsuranceFinancial ServicesSteckbornVorsorge Impuls GmbH
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Verified· 3 sources

Vorsorge Impuls GmbH

Summary

About the company

The core activity of Vorsorge Impuls GmbH is financial planning and consulting for private individuals, particularly in the areas of provision, pension and estate planning. This includes creating individual financial plans, advising on the implementation of measures, provision consulting, pension consulting and estate consulting.

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Offering

Products & services

Industry:Financial Services
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✓ Offered3
Provision planning advice
Provision planning advice for accidents, illness, death, AHV, pension fund, 3rd pillar, mortgage, starting a family, divorce and self-employment.
Pension planning advice
Pension planning advice with financial planning for retirement, situation assessment, budget, liquidity and asset planning, tax optimisation, and questions regarding AHV and BVG.
Estate planning advice
Estate planning advice on advance directive for incapacity, patient directive, marriage contract, inheritance contract, will, beneficiary designation, asset protection and arrangements for the event of death.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Mühlhofstrasse 29a
8266 Steckborn

At a glance

Legal form
Limited Liability Company
UID
CHE-195.015.236
Founded
2022 · 4 years
Last commercial register change
September 25, 2024
Employees
1 to 10

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