Financial advisor in the
Canton of Aargau

KB Partners GmbH

Since 2019 · 11–20 empl.·4.6(10)

KB Partners GmbH brokers and sells real estate and manages residential and commercial properties, including condominium ownership. It also advises on wealth and investments, retirement planning, mortgages and home financing, and provides administrative financial services.

Sinvest Finanz AG

Since 1989 · 11–20 empl.·4.8(6)

Sinvest Finanz AG is an independent wealth management firm serving private clients. Its services include asset management, retirement and financial planning, tax return preparation, and property valuation and brokerage.

RÜETSCHI ZEHNDER AG

Since 1969 · 1–10 empl.

RÜETSCHI ZEHNDER AG is an independent asset manager serving private and corporate clients as well as employer-sponsored foundations. Its services also include financial planning, tax planning and optimisation, inheritance advice and executor services.

Travex Versicherungstreuhand AG

Since 1987 · 1–10 empl.

Travex Versicherungstreuhand AG advises clients on insurance and pension matters and arranges insurance products. Its services include insurance portfolio analysis and management, risk advice, employee insurance and claims support, as well as advice on investments and precious metals.

Vomag Finanz AG

Since 1991 · 1–10 empl.

Vomag Finanz AG provides asset management, portfolio analysis and financial planning for individuals and companies. Its services include developing investment strategies and support with wealth building, retirement planning and estate matters.

ARGOVIESION AG

Since 1995 · 1–10 empl.

ARGOVIESION AG advises private and business clients on insurance and pension matters. Its services include financial and pension planning, tax optimisation, asset management, and ongoing support for insurance portfolios.

Müller Treuhand & Finanz AG

Since 1997 · 1–10 empl.

Müller Treuhand & Finanz AG provides fiduciary, accounting and audit services for businesses and individuals. Its services also include tax and business advisory, including support with company formation, restructuring and succession, as well as investment advice and financial planning.

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH

Since 1997 · 1–10 empl.

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH provides financial planning and asset management. Its services include financial, retirement and pension planning, as well as advice on investments, taxes, estate matters and home ownership.

ITERA AG

Since 1999 · 11–20 empl.

ITERA AG provides fiduciary and tax advisory services, as well as services in accounting, controlling, IT, personnel and legal matters. Its activities also include auditing, financial and pension planning, and support with business succession.

ATG Allfinanz & Treuhand Group AG

Since 2000 · 11–20 empl.

ATG Allfinanz & Treuhand Group AG is an independent financial planning and fiduciary services firm. Its services include financial and retirement planning, investment, pension and tax advice, as well as fiduciary services, accounting and advice on matrimonial and inheritance law.

AarauInvest AG

Since 2000 · 1–10 empl.

AarauInvest AG is an independent asset manager serving primarily private clients. Its services include portfolio management, financial and retirement planning, and advice on property financing; it prefers direct investments.

Dreier Consulting GmbH

Since 2002 · 1–10 empl.

Treuhand Service Ochsner GmbH

Since 2002 · 1–10 empl.

Treuhand Service Ochsner GmbH provides fiduciary and business consulting services, with a focus on digitalisation. Its services include financial, payroll and accounts payable/receivable accounting, tax returns and planning, and business and pension advisory.

Beratungs-Center Epochal GmbH

Since 2004 · 1–10 empl.

Beratungs-Center Epochal GmbH provides fiduciary and consulting services to individuals and businesses. Its services include bookkeeping, tax returns and tax advice, as well as insurance, pension and business consulting.

ARGUSCH AG

Since 2005 · 11–20 empl.

ARGUSCH AG provides independent insurance brokerage and asset management services. Its activities include insurance analysis, tailored investment strategies and financial planning, including pension provision, retirement and tax optimisation.

Behmen Management AG

Since 2005 · 11–20 empl.

Behmen Management AG provides business consulting. It advises companies on management decisions and supports their development, including changes to business models and strategies, as well as measures to improve efficiency and reduce costs.

Behmen Versicherungsbroking AG

Since 2006 · 11–20 empl.

Behmen Versicherungsbroking AG arranges insurance and pension solutions for businesses and individuals. Its services include risk analyses, reviews of insurance portfolios and comparisons of insurance offers.

Assuan Special GmbH

Since 2009 · 1–10 empl.

Assuan Special GmbH provides advisory services in finance and real estate. Its activities include advice on financial investments, real estate and real estate funds, as well as property financing and the purchase and sale of residential and commercial properties.

Finance Solutions Roth

Since 2009 · 1–10 empl.

Finance Solutions Roth advises individuals and businesses on tax matters and financial planning. Its services include preparing tax returns, calculating tax liabilities and developing tailored capital plans for households.

Prior Finanz- & Pensionsplanungen AG

Since 2010 · 1–10 empl.

Prior Finanz- & Pensionsplanungen AG provides financial and pension planning, tax optimisation and investment advice. Its services include analysing and optimising existing pension plans and developing individual investment strategies.

FB Investconsult AG

Since 2010 · 1–10 empl.

FB Investconsult AG is an independent wealth management and financial advisory firm. Its services include financial planning, risk management, asset allocation, portfolio management and liquidity management.

Haus und Versicherungs Verwaltung GmbH

Since 2011 · 1–10 empl.

Haus und Versicherungs Verwaltung GmbH provides independent insurance and financial advice and manages clients’ insurance policies. Its services include reviewing insurance needs and existing coverage, obtaining quotations from insurers, and handling renewals and new policies.

Lingam Master Institut Selvalingam

Since 2013 · 1–10 empl.

Lingam Master Institut Selvalingam is a language school offering German courses from A0 to C2 and tutoring in German, mathematics, French and Cambridge English. Its services also include exam preparation, group lessons, and insurance and financial advice for individuals and businesses.

hm&p financial services ag

Since 2014 · 1–10 empl.

hm&p financial services ag advises individuals and businesses on financial planning and pension provision. Its services include retirement planning, wealth building, mortgage advice and insurance reviews, as well as pension fund comparisons, executive pension plans and insurance management for businesses.

AKV Allfinanz GmbH

Since 2015 · 1–10 empl.

AKV Allfinanz GmbH provides insurance and financial advice. Its activities include insurance and pension advice, as well as insurance brokerage.

hilfiker & partner ag

Since 2015 · 1–10 empl.

hilfiker & partner ag provides interdisciplinary advisory services in insurance and pensions, legal matters, fiduciary services and succession planning. Its services include independent insurance and pension advice on a mandate basis, as well as support with retirement planning, pension analyses and insurance tenders.

DFS Treuhand GmbH

Since 2016 · 1–10 empl.

DFS Treuhand GmbH provides fiduciary and advisory services to individuals and businesses. Its services include accounting and financial reporting, tax and business consulting, pension planning, personnel administration, and real estate management.

Swiss Life, Generalagentur Aarau, Markus Rosenberg, Generalagent

Since 2016 · 21–50 empl.

Swiss Life, Generalagentur Aarau, Markus Rosenberg, Generalagent provides individuals and businesses with advice on pensions and finances, as well as investment solutions. The team also offers real estate advice and supports clients with property purchases, sales and searches for owner-occupied homes.

ASC-Infonet GmbH

Since 2017 · 1–10 empl.

ASC-Infonet GmbH advises small and medium-sized businesses on IT projects and supports them from planning through implementation. Its services include project management, business analysis, independent reviews of IT proposals, and evaluations of software and systems.

PIN Finanzen & Mentoring GmbH

Since 2017 · 1–10 empl.

PIN Finanzen & Mentoring GmbH provides financial and business consulting, financial planning, bookkeeping and fiduciary services. Its services include payroll and social insurance administration, tax returns, training and mentoring for start-ups.

Consula Treuhand GmbH

Since 2017 · 1–10 empl.

Consula Treuhand GmbH provides fiduciary and advisory services to businesses and individuals. Its services include accounting, tax advice, human resources, financial and real estate services, business consulting and financial planning for retirement.

Birchmeier Invest AG

Since 2020 · 51–100 empl.

Birchmeier Invest AG develops tailored real estate investment strategies for private and institutional clients and provides access to selected investment properties in the Swiss market. It also offers residential property projects to private buyers.

Foundation Fair Rates

Since 2021 · 1–10 empl.

Swizz Holding GmbH

Since 2016 · 1–10 empl.

Swizz Holding GmbH advises companies and private individuals on corporate, financial and fiduciary matters. Its services include company formation, management consulting, interim management, accounting and financing, as well as real estate services.

Versicherungstreuhand Beni Egloff

Since 2016 · 1–10 empl.

Versicherungstreuhand Beni Egloff advises individuals and businesses on insurance, retirement planning and investments. Its services also include tax optimisation and advice on insurance matters when setting up a business.

frauenversicherung.ch, U. Schirmer

Since 2009 · 1–10 empl.·5.0(4)

frauenversicherung.ch, U. Schirmer provides independent advice on and brokerage of insurance and investment products. Its services include health, accident, household, vehicle and travel insurance, as well as retirement planning and investment solutions.

Plutos Solutions AG

Since 2022 · 1–10 empl.·5.0(20)

ch Finanzberatung GmbH

Since 2023 · 11–20 empl.·5.0(10)

ch Finanzberatung GmbH advises on budgeting, wealth building, retirement and pension planning, investments, insurance, taxes, and matrimonial property and inheritance matters. It also assists with property financing and mortgages.