Financial advisor in
Baar

thinkIMPACT Consulting Group AG

Since 2017 · 1–10 empl.·5.0(7)

thinkIMPACT Consulting Group AG provides tax, financial and wealth advice, as well as financial and retirement planning. Its business services include fiduciary support such as accounting, annual financial statements, payroll and tax returns.

Centrio AG

Since 2022 · 1–10 empl.

Centrio AG provides retirement planning services under the vonmark brand. These include pension estimates and personal consultations on state, occupational and private pension provision; the company does not sell insurance or banking products.

Naviga GmbH

Since 2022 · 1–10 empl.

Naviga GmbH supports employed and self-employed financial advisers with becoming independent and developing their businesses. Its services include guidance through company formation, access to infrastructure and insurance agreements, digital tools and processes, and a professional network with opportunities for exchange and training.

Daniel Seglias GmbH

Since 2023 · 1–10 empl.

Daniel Seglias GmbH provides fee-based, independent advice on pillar 3a and private retirement provision. Its services include reviewing existing pension arrangements, preparing written analyses with recommendations, and providing one-to-one support with implementation.

Viawin GmbH

Since 2023 · 1–10 empl.

Viawin GmbH advises individuals and businesses on insurance, pensions and financial planning. It also supports businesses with risk management and assists clients with insurance matters.

Melina Scheuber AG

Since 2024 · 1–10 empl.

Melina Scheuber AG provides financial and investment advice, financial planning and pension planning for women and families. Its services include tailored financial strategies, risk protection, retirement planning and wealth building.

KG Consulting AG

Since 2011 · 1–10 empl.·5.0(1)

KG Consulting AG provides consulting services and presents itself under the motto “Performance Through Network.” The website mainly lists contact details and links to social media profiles.

Verix GmbH

Since 2024 · 1–10 empl.

Verix GmbH provides advice on financial planning, retirement provision, insurance and wealth building. Its services also include property planning and financing, support with property purchases and sales, tax planning, and the management of wealth and insurance portfolios.

Risk Services Schweiz AG

Since 2013 · 1–10 empl.·3.7(3)

Risk Services Schweiz AG is a financial services company advising corporate and private clients on insurance, pensions and financial planning. Its services include risk and insurance analyses, insurance administration, claims management, advice on social insurance and occupational pensions, and financial and retirement planning.

AZUREY Consulting GmbH

Since 2019 · 1–10 empl.·5.0(2)

The core activity of AZUREY Consulting GmbH is the provision of consulting and services for companies in the financial sector, particularly in the following areas: * Consulting: Strategic consulting and support in the implementation of regulatory requirements * Accounting & Audit: Provision of accounting and auditing services, including the preparation of financial reports * Training: Development of training and further education measures for employees in the financial sector, particularly in the areas of financial markets, accounting and risk management * Crypto Consulting: Consulting and support in the implementation of Distributed Ledger Technologies (DLT) and cryptocurrencies. The company supports its customers in the implementation of regulatory requirements, improving their efficiency and reducing their costs.

Mafinco GmbH

Since 2022 · 1–10 empl.·5.0(1)

Mafinco GmbH provides independent financial and pension advice to private and business clients. Its services include financial and retirement planning, insurance management, mortgage advice, and guidance on wealth building and financial protection for start-ups.

Cura Wealth GmbH

Since 2025 · 1–10 empl.

Cura Wealth GmbH provides advisory services for private clients in wealth management, mortgages, investments, and retirement planning. Its focus is on structure, tax aspects, and long-term asset building.

Revicounsel AG

Since 2001 · 1–10 empl.

Revicounsel AG provides business consulting, fiduciary services and investment advice to companies and individuals. It also provides advice on insurance matters.

RF Investment AG

Since 2002 · 1–10 empl.

RF Investment AG provides investment advice and asset management. It advises clients on their investment objectives and manages portfolios with active risk control.

ZA Consulting Zaugg & Partner AG

Since 2003 · 1–10 empl.

ZA Consulting Zaugg & Partner AG is an independent insurance consultancy specialising in healthcare. It advises individuals and businesses on insurance, retirement provision, retirement planning and taxes, and provides coverage recommendations tailored to their needs.

Communicare SA

Since 2006 · 1–10 empl.

Communicare SA provides financial advice on financial planning and private placements. Its services include assessing clients’ financial situations and goals and selecting products from banks, insurers and investment firms.

Synergy Financial Concepts AG

Since 2007 · 1–10 empl.

Synergy Financial Concepts AG supports clients with investments in renewable energy.

Ursula Steinauer GmbH

Since 2015 · 1–10 empl.

Ursula Steinauer GmbH provides financial advice to private individuals on investments, taxes, property financing and mortgages. Its services also include retirement and estate planning, as well as assistance with tax returns.

C+H - Issever Consulting GmbH

Since 2016 · 1–10 empl.

C+H - Issever Consulting GmbH provides insurance, pension and mortgage advice to individuals and businesses. Its services include analysing and administering insurance portfolios and advising on personal, property and business insurance, as well as saving and investing.

Bolmen Group GmbH

Since 2018 · 1–10 empl.

Bolmen Group GmbH is a financial markets advisory firm. It helps clients assess costs and investment portfolios, provides regular financial market briefings, and advises on restructuring underperforming portfolios.

Matrix and Us Swiss AG

Since 2020 · 1–10 empl.

The core activity of Matrix & US Swiss AG is the brokerage and consulting of investments in the areas of blockchain, cryptocurrencies, finance & asset management, as well as real estate. The company offers personalized investment plans tailored to the individual needs of its clients, aiming for long-term financial freedom.

Aetas Investment Caruso

Since 2020 · 1–10 empl.

Aetas Investment Caruso provides investment and financial consultancy for private investors. Its services include training in portfolio building and stock analysis, personal investment advice, and financial coaching on budgeting and investing.

Advanced Swiss Consulting AG

Since 2020 · 1–10 empl.

Advanced Swiss Consulting AG advises individuals, businesses, and expatriates on tax matters and financial planning. Its services include tax returns and tax optimization, withholding tax recovery, company formation, and insurance advice.

Pegasus Partners GmbH

Since 2024 · 1–10 empl.

Pegasus Partners GmbH is an insurance broker advising private and business clients on insurance and pension planning. It reviews clients’ needs and existing policies, compares offers, and assists with areas including health, property and business insurance, occupational pensions, and private wealth building.

Thaurum Capital Partners AG

Since 2025 · 1–10 empl.

Thaurum Capital Partners AG provides independent financial and strategic advisory services to corporations, family businesses, professional investors, and high-net-worth individuals. Its work includes financial education, risk analysis and management, capital allocation advice, and portfolio restructuring.

Valoria JP GmbH

Since 2026 · 1–10 empl.

Valoria JP GmbH is an independent financial advisory firm serving individuals and businesses. Its services cover financial planning, investments, property, mortgages, taxes, legal matters, insurance and retirement provision; it is registered with FINMA as an independent insurance intermediary.

Solvea Advisory GmbH

Since 2026 · 1–10 empl.

Solvea Advisory GmbH provides research and advisory services to family offices, high-net-worth individuals and wealth managers. Its activities include equity and market research, strategy and transformation consulting, financial operations support, and the implementation of AI solutions.

Argenius Vorsorge AG

Since 1987 · 1–10 empl.

Incofisc Services AG

Since 2006 · 1–10 empl.

Incofisc Services AG is a company whose website currently only shows a notice about the use of frames. The accessible page does not provide further information about services or business activities.

Gorizont Investment AG

Since 2007 · 21–50 empl.

The core activity of Gorizont Investment AG is investment consulting and asset management for private individuals and companies. The company offers various investment options, including fixed-term deposits, flex accounts, ETFs and corporate fixed-term deposits, and supports its customers in achieving their financial goals through individual consulting and tailored solutions.

Lasarte AG

Since 2014 · 1–10 empl.

Lasarte AG is a company whose website currently does not provide information about products, services, or areas of activity. Only the company name and contact address are shown.

Theta Finanzberatung und Portfolio AG

Since 1989 · 1–10 empl.

Family Office Partners AG

Since 1992 · 1–10 empl.

U.S. Hartmann Consulting

Since 2000 · 1–10 empl.

Lion Capital Group AG

Since 2000 · 1–10 empl.

Wood & Stone Swissimex GmbH

Since 2002 · 1–10 empl.

NAGE Capital Management AG

Since 2004 · 1–10 empl.

easydone broker ag

Since 2004 · 1–10 empl.