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DirectoryFinance & InsuranceExternal Asset ManagementCourgenayWW Finance Group Sàrl
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Verified· 3 sources

WW Finance Group Sàrl

Summary

About the company

WW Finance Group Sàrl provides independent advisory and management services for insurance and pension matters. Services include insurance portfolio management mandates, premium reviews, claims handling, competitive tendering and searches for vested pension assets (libre‑passage), offered to private and corporate clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered5
Insurance brokerage
Independent insurance agent for individuals and businesses, with personalised review, optimisation of policies and negotiation with all Swiss insurance companies.
Retirement planning and provision
Analysis of gaps in retirement provision, optimisation of the 2nd and 3rd pillars, purchase of LPP, life and death insurance, simulation of capital or pension and tax planning.
Private insurance
Health, household and private liability insurance, vehicles, legal protection, travel and cancellation, valuables and roadside assistance.
Business insurance
LPP and occupational provision, LAA, IJM, professional liability, property insurance, cyber insurance and vehicle fleets for sole proprietors and SMEs.
Mortgages
Preparation of loan applications, bank assessment and monitoring of interest rates for tailored mortgage solutions, with support during the purchase of real estate.
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Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle44
★TrustpilotSoon
PProvenExpertSoon

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Location

Bellevue 7
2950 Courgenay
Opening hours
Mon
07:00 - 12:00, 13:30 - 17:30
Tue
07:00 - 12:00, 13:30 - 17:30
Wed
07:00 - 12:00, 13:30 - 17:30
Thu
07:00 - 12:00, 13:30 - 17:30
Fri
07:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-113.594.673
Founded
2007 · 19 years
Last commercial register change
September 9, 2024
Employees
1 to 10

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