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DirectoryFinance & InsuranceFinancial ServicesBernWinnewisser Vermögensplanung AG
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Winnewisser Vermögensplanung AG

Summary

About the company

Winnewisser Vermögensplanung AG provides comprehensive wealth planning and financial advisory services, developing personalised financial strategies and advising on retirement, securities, real estate, mortgages, insurance and tax matters. Services include a financial concierge, investment advisory (registered advisors), financing support and pension planning.

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Products & services

Industry:Financial Services
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Wealth planning
Tailored wealth planning, personal financial strategy, advice on retirement provision, securities investments, real estate, mortgages, insurance and taxes.
Investment advisory
Investment advice to align investment solutions with your personal wealth situation, including investor profile, investment strategy, investment instruments and adjustments in response to changes.
Financing
Financing concepts, financing files, obtaining financing offers from partners and support during the purchase process for a home or construction project.
Retirement planning
Financial and pension planning to optimize income and tax situation, define financial goals and continuously adjust to life changes.
Finance concierge
All-in-one support for financial matters with a single point of contact, transparent and independent advice, as well as comprehensive advice from one source.
Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 12 reviews across all connected sources

Sources
GGoogle4.612
★TrustpilotSoon
PProvenExpertSoon

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Location

Zentweg 21d
3006 Bern
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:00
Tue
08:00 - 12:00, 13:00 - 17:00
Wed
08:00 - 12:00, 13:00 - 17:00
Thu
08:00 - 12:00, 13:00 - 17:00
Fri
08:00 - 12:00, 13:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-281.168.130
Founded
2024 · 2 years
Last commercial register change
February 2, 2024
Employees
21 to 50

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