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DirectoryFinance & InsuranceFinancial ServicesSolothurnWM Finanzplanung AG
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WM Finanzplanung AG

Summary

About the company

WM Finanzplanung AG provides financial planning and pension advisory services for private clients and SMEs. Services include pension and estate planning, advice on cohabitation (konkubinat) agreements, independent insurance analyses, and support through analysis, measures and implementation.

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Products & services

Industry:Financial Services
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4
Financial planning
Retirement provision analysis, financial planning, pension planning, inheritance planning and advice for cohabiting couples; analysis of the financial situation, measures and implementation as well as insurance analysis independent of providers.
SME consulting
Financial advice, planning and support for SMEs, new financing and refinancing, private financial planning in the succession process with tax optimisation, as well as independent insurance advice and support.
Fiduciary services
Bookkeeping with you or in our offices, closing advice and planning, tax advice and planning, tax returns for private individuals and companies, liquidity planning as well as pension fund advisory.
Property consulting and management
Property brokerage, management and administration of multi-family houses, affordability calculations for owner-occupied housing, return calculations and site analysis as well as new financing and refinancing.

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Location

Römerstrasse 66
4500 Solothurn

At a glance

Legal form
Corporation
UID
CHE-100.645.321
Founded
1999 · 27 years
Last commercial register change
May 15, 2024
Employees
1 to 10

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