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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,805 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesLucerneXperts Finanz AG
Xperts Finanz AG Logo
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Xperts Finanz AG

Summary

About the company

The core activity of Xperts Finanz AG encompasses the following areas: Trust services: Support and consulting for important decisions, Pension planning: Consulting on pension planning matters, Taxes: Tax consulting and planning, Real estate: Real estate services, without further specification. The company positions itself as a competent partner for taxes, trust services and pension planning.

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Products & services

Industry:Fiduciary Offices
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Insurance Brokerage & Consulting
✓ Offered4
Fiduciary services
Advice and support for individuals and SMEs with company start-ups, bookkeeping, advice on financial statements, payroll administration and business consulting.
Tax advisory
Preparation of tax returns for natural and legal persons, review of tax bills and assessments, legal representation, objections, appeals and tax apportionments.
Pension planning
Personal pension planning with BVG solutions, purchases into occupational pension provision, solutions for executives, inclusion of the 2nd and 3rd pillars and tax planning.
Real estate
Brokerage and sale as well as purchase support for residential properties such as single-family houses, apartments and villas; presented on the website with properties from the real-estate sector.

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Location

Münzgasse 6
6003 Lucerne
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-428.168.789
Founded
2024 · 2 years
Last commercial register change
March 20, 2025
Employees
1 to 10

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