Financial advisor in the
Canton of Bern

ADVISORY OFFICE Paunovic

Since 2022 · 1–10 empl.·5.0(37)

ADVISORY OFFICE Paunovic provides financial advice on budgeting, real estate and taxes, including assistance with tax returns. Its services also include help with job applications and job searches, support with administrative matters and appointments with authorities, and translations.

Fipla Broker Services AG

Since 2001 · 1–10 empl.·4.5(17)

Fipla Broker Services AG provides independent financial and insurance advice to individuals and businesses. Its activities include insurance brokerage, financial and pension planning, tax return preparation, and services for broker and agent partners.

Espace Broker AG

Since 2008 · 11–20 empl.·5.0(4)

Espace Broker AG advises individuals and businesses on insurance, pensions and financial matters. Its services include risk management, insurance and pension solutions, claims management and tailored reporting.

Walter Brönnimann Treuhand AG

Since 2012 · 11–20 empl.·5.0(4)

Walter Brönnimann Treuhand AG provides fiduciary and auditing services as well as business and financial advice. Its services include bookkeeping, annual financial statements, tax returns, limited audits, business start-up advice, pension planning and IT support.

von Bergen Solution

Since 2019 · 1–10 empl.·5.0(10)

von Bergen Solution provides advice and mentoring on wealth building, cash-flow strategies and financial planning. Its services also include retirement planning and guidance on financial knowledge and investment strategies.

Intermakler AG

Since 1989 · 21–50 empl.·4.3(6)

Intermakler AG advises businesses on risk analysis and risk management and develops insurance and pension solutions. It brokers, administers and services insurance for businesses and private customers.

swe / artwithbusiness gmbh

Since 1999 · 11–20 empl.·5.0(4)

swe / artwithbusiness gmbh provides independent advice on insurance, financial and retirement planning, fiduciary services and taxes. Its services include bookkeeping, annual accounts, tax returns and assistance with administrative matters for expats.

Roth Gygax + Partner AG

Since 2003 · 21–50 empl.·4.0(6)

Roth Gygax + Partner AG provides independent advice on insurance, pension provision and wealth management. It serves in particular doctors, dentists, pharmacists and business owners, with services including financial and retirement planning and support with insurance products.

FISC-Center GmbH

Since 2002 · 11–20 empl.·4.3(6)

FISC-Center GmbH provides independent asset management and financial, retirement and pension planning for individuals and SMEs. Its services also include tax advice, legal advice and legal representation.

Weber Pius Finanzplanung AG

Since 2007 · 1–10 empl.·4.3(12)

Weber Pius Finanzplanung AG advises on health and other insurance, occupational pensions and financial investments. Its services also include secondary-market life policies, real estate advice, and the management and administration of insurance portfolios.

Consulta Treuhand und Steuerberatungs AG

Since 1962 · 1–10 empl.

Consulta Treuhand und Steuerberatungs AG provides fiduciary and tax advisory services for businesses and private individuals. Its services include accounting, auditing, tax planning, financial and retirement planning, and real estate management.

kmufrauenbern.ch ag

Since 1969 · 1–10 empl.

kmufrauenbern.ch ag is a fiduciary services firm working with and for women. Its services include accounting and auditing, business and financial consulting, and outsourcing of finance and accounting functions.

Kristall Management AG

Since 1988 · 1–10 empl.

Kristall Management AG provides tax advice for private clients, financial and succession planning, coaching, and training.

MKT Treuhand AG

Since 1989 · 1–10 empl.

MKT Treuhand AG provides fiduciary and accounting services to individuals and businesses. Its services include financial accounting, annual financial statements, payroll, tax returns and tax advice, as well as business and retirement planning advice.

Up4you Consulting AG

Since 1990 · 1–10 empl.

Up4you Consulting AG advises private and business clients on insurance and financing. Its services include retirement and pension planning, tax services, mortgages, real estate advice, and support with company formation.

MED Treuhand Schweiz GmbH

Since 1997 · 1–10 empl.

MED Treuhand Schweiz GmbH is a fiduciary services firm supporting doctors with bookkeeping, tax advice, pension planning and business consulting. Its services include annual accounts, tax returns, and financial and asset planning.

treuhand.gf ag

Since 1999 · 21–50 empl.

treuhand.gf ag provides fiduciary and accounting services for businesses and individuals. Its services include bookkeeping, payroll administration, tax advice, financial and retirement planning, auditing, business consulting, and property valuation and management.

Glauser+Partner Vorsorge AG

Since 1999 · 11–20 empl.

Glauser+Partner Vorsorge AG provides independent financial and pension-planning advice to individuals and businesses. Its services include retirement planning, asset management, guidance for employees and seminars on preparing financially for retirement.

MED Revision Schweiz GmbH

Since 2000 · 1–10 empl.

MED Revision Schweiz GmbH is a fiduciary services firm specialising in advising physicians. Its services include bookkeeping, tax advice, pension and financial planning, and business consulting.

Rolli Finanzplanungen GmbH

Since 2001 · 1–10 empl.

Rolli Finanzplanungen GmbH provides personal financial planning and advice on retirement provision, retirement planning, tax optimisation and inheritance planning. It also assists with the purchase and sale of real estate.

fairsicherungsberatung ag

Since 2001 · 1–10 empl.

fairsicherungsberatung ag advises individuals, SMEs and self-employed people on insurance and retirement provision. Its services include pension analyses and retirement planning, as well as reviewing, managing and administering insurance portfolios.

Rom Treuhand AG

Since 2001 · 11–20 empl.

Rom Treuhand AG provides fiduciary and business services to small and medium-sized companies and individuals. Its services include business and tax consultancy, bookkeeping, payroll accounting, financial statement advice and auditing.

arcasia ag

Since 2001 · 11–20 empl.

arcasia ag advises businesses and individuals on pension funds and retirement provision. Its services include outsourced pension fund administration, organisational and technical support, and individual retirement planning advice.

TaxDesk GmbH

Since 2001 · 1–10 empl.

TaxDesk GmbH advises private individuals on tax matters and provides tax and pension planning as well as assistance with complex tax returns. It also offers accounting and tax planning services for self-employed people.

Matthias Gubler AG

Since 2002 · 1–10 empl.

Matthias Gubler AG provides independent wealth advisory and services in tax returns, financial planning, retirement planning, succession planning and fiduciary matters. It advises private individuals and businesses.

Bonice + Partner AG für integrierte Finanzdienstleistungen

Since 2003 · 11–20 empl.

Bonice + Partner AG für integrierte Finanzdienstleistungen provides financial and wealth planning, along with advice on financial, pension and insurance matters. For healthcare professionals, its services also include consultancy for setting up, taking over, transferring and optimising medical practices.

Gasser Finanzplanung

Since 2003 · 1–10 empl.

Gasser Finanzplanung is an independent financial planning and wealth management firm that also provides tax services. Its services include investment and retirement planning, insurance, tax advice and bookkeeping, as well as mortgages and property management.

IBS Finanz GmbH

Since 2003 · 1–10 empl.

IBS Finanz GmbH is an independent insurance broker and financial adviser covering pensions, insurance, assets and tax optimisation. Its services include retirement and pension planning, insurance and investment concepts, tax advice and financial planning.

Fontaris AG

Since 2004 · 11–20 empl.

Fontaris AG is an independent asset manager that manages individual portfolios and investment funds. Its services also include managing vested benefits capital and providing financial planning.

Külhan & Partner AG

Since 2004 · 1–10 empl.

Külhan & Partner AG provides independent insurance, pension and wealth advice to individuals, companies and institutions. Its services include risk analysis, insurance portfolio management, financial and investment advice, and pension planning.

CTM Treuhand AG

Since 2004 · 1–10 empl.

CTM Treuhand AG provides fiduciary, bookkeeping and tax advisory services for businesses, private individuals and start-ups. Its services also include payroll administration, business consulting, retirement planning and start-up advice.

TSM-Allfinanz AG

Since 2004 · 1–10 empl.

TSM-Allfinanz AG provides consulting and coordination for construction projects, including planning, project management and budget control. It also advises on real estate investments, insurance coverage and financial planning.

Ditesco GmbH

Since 2006 · 1–10 empl.

Ditesco GmbH is an independent financial services provider offering services in finance, retirement planning and insurance. It is not legally or economically affiliated with an insurance or financial company and works with selected specialists in fiduciary services, banking, real estate, notarial services and law.

Swiss Life, Generalagentur Bern-Ost, Michel Hosmann, Generalagent

Since 2006 · 21–50 empl.

Swiss Life, Generalagentur Bern-Ost, Michel Hosmann, Generalagent provides individuals and businesses with advice and solutions for pensions and financial planning, as well as investment strategies. The team also advises on property, including buying and selling real estate and finding a home to own.

MITHRAS Finanzplanung AG

Since 2006 · 1–10 empl.

MITHRAS Finanzplanung AG provides independent financial advice to individuals and SMEs. Its services include preparing tax returns and advising on insurance, retirement provision, wealth planning, and financial and pension planning.

PK Expert AG

Since 2007 · 1–10 empl.

PK Expert AG advises and supports pension funds, their boards of trustees and companies on occupational pension matters. Its services include actuarial reports, drafting pension regulations, training, support for special projects, and assistance with pension fund administration and accounting.

adk treuhand ag

Since 2008 · 1–10 empl.

adk treuhand ag provides fiduciary, audit and advisory services for small and medium-sized businesses, sole proprietors and individuals. Its services include accounting and VAT, tax advice, audits, business and financial consulting, pension planning and real estate services.

NVT Neuhaus Versicherungs-Treuhand AG

Since 2008 · 11–20 empl.

NVT Neuhaus Versicherungs-Treuhand AG provides independent insurance consultancy and brokerage for medical professionals. Its services include reviewing and managing insurance portfolios, preparing needs and pension analyses, and representing clients in claims matters.