Financial advisor in
Bulle

We Group SA

Since 2005 · 11–20 empl.·5.0(4)

We Group SA is an independent insurance broker advising individuals and businesses on insurance and policy management. It also provides support with tax matters, financial and retirement planning, and property and mortgage financing, as well as benefit programmes for families and businesses.

José Lorente

Since 1992 · 11–20 empl.

Trèfle de Coeur Sàrl

Since 2019 · 1–10 empl.

Trèfle de Coeur Sàrl provides administrative support to private individuals, including handling correspondence, bills, taxes, insurance matters and administrative procedures. Its services also include personal financial reviews and representation as a trusted person.

Life Partner sàrl

Since 2024 · 1–10 empl.·5.0(10)

Life Partner sàrl is an independent insurance broker that compares offers from different providers and advises clients on insurance and pension planning. Its services include health, property and business insurance, pension solutions, savings and investments, and financing.

Partenaires-Conseils Sàrl

Since 2022 · 1–10 empl.

Courtinvest Sàrl

Since 1997 · 1–10 empl.·4.0(1)

Courtinvest Sàrl operates in financial and real estate brokerage, arranging mortgages, capital investments and insurance across different lines. It also provides tax-related services and assistance with property sales.

Soixante-Cinq Group SA

Since 2025 · 1–10 empl.

Soixante-Cinq Group SA provides independent financial advice and planning for retirement. Its services include assessing future income and advising on pension provision, tax, wealth management and estate planning; an online simulator lets clients compare different scenarios.

Resolve Bulle/Fribourg SA

Since 2026 · 1–10 empl.

Resolve Bulle/Fribourg SA advises on mortgage financing, insurance, pension planning and property taxation. Its services include arranging and renewing mortgages, as well as guidance on repayment strategies and tax optimisation.

Cordeiro Conseils, titulaire Aguiar Fernandes Cordeiro

Since 2023 · 1–10 empl.·3.7(3)

Cordeiro Conseils, titulaire Aguiar Fernandes Cordeiro advises individuals and businesses on insurance, pension planning and credit. Its services include personal and business insurance, retirement planning, personal loans, tax-return assistance and administrative services.

Raemy - Assurances Conseils SA

Since 2026 · 1–10 empl.

Raemy - Assurances Conseils SA advises private individuals and businesses and brokers insurance. Its services also include advice on pension provision, financial planning and property financing, as well as support with insurance policies and claims.

GLC Conseils Sàrl

Since 2026 · 1–10 empl.

GLC Conseils Sàrl is an independent broker in insurance, credit and real estate, and provides financial, marketing and insurance consulting. Its services include personal and business insurance, mortgage financing, and pension and retirement planning.

PCInvest SA

Since 2013 · 1–10 empl.

PCInvest SA operates in investment and finance, property management, consulting and project support. Its services include analysing investment projects, preparing financial plans, managing condominium properties, and assisting with business management, marketing and communications projects.