Financial advisor in
Cham

FinanceRock GmbH

Since 2023 · 1–10 empl.·5.0(34)

FinanceRock GmbH provides financial, pension and tax planning, as well as fiduciary services for businesses and individuals. Its services include accounting, payroll administration, tax and legal advice, notarial services, and support with business development and transformation.

Nagel Treuhand GmbH

Since 2003 · 1–10 empl.

Nagel Treuhand GmbH provides fiduciary and accounting services as well as tax and business consulting for companies and individuals. Its services include payroll accounting, financial statements, tax returns, business financing, pension and financial planning, and the rental of furnished offices.

Schnyder & Nagel GmbH

Since 2006 · 11–20 empl.

Schnyder & Nagel GmbH provides asset management and independent financial and retirement planning. It also advises individuals and businesses on insurance and arranges insurance solutions.

Treuhand- und Steuerrechtspraxis Ernst Kuhn

Since 2007 · 1–10 empl.

Treuhand- und Steuerrechtspraxis Ernst Kuhn provides fiduciary, accounting and audit services, as well as tax advice for individuals and businesses. Its services also include business and financial consulting, company formation and asset management.

Schirmer Consulting GmbH

Since 2010 · 1–10 empl.

Schirmer Consulting GmbH provides independent advice and brokerage services on insurance, retirement provision and investments for individuals, SMEs and self-employed people. Its services include health, property, liability and motor insurance, as well as occupational pension provision and business insurance.

PWA Private Wealth Advisors AG

Since 2015 · 11–20 empl.

PWA Private Wealth Advisors AG provides family office services and wealth and investment advice. Its services include financial planning and investment management, business and financial advisory, succession and wealth-transfer planning, as well as risk, tax, governance and administrative support.

LGG Finanzplanung GmbH

Since 2016 · 1–10 empl.

LGG Finanzplanung GmbH provides private financial planning advice to individuals. Its services also include training and presentations, journalistic work, and project- or mandate-based services for businesses in the financial planning sector.

Nanteos Capital GmbH

Since 2017 · 1–10 empl.

The core activity of Nanteos Capital GmbH consists of providing financial services, in particular: Algorithmic Trading: development and provision of algorithms for automated trading on financial markets. Private Investor Network: building and operating a network of private investors to jointly obtain better trading conditions and services. Wealth Managers Selection: selection and collaboration with regulated asset managers and investment managers. Consulting and brokerage of financial products and services, including access to institutional liquidity sources and trading platforms. The company positions itself as an independent advisor and service provider for professional and private investors, with the goal of offering tailored financial solutions.

Diamerc AG

Since 1993 · 11–20 empl.·4.0(4)

Diamerc AG provides financial planning, retirement planning and insurance advice and brokerage services. Its services include home financing and long-term wealth building.

EWRO Capital GmbH

Since 2025 · 1–10 empl.

Pura Metallum AG

Since 2026 · 1–10 empl.

Pura Metallum AG provides wealth-protection concepts based on precious metals and operates the Safe Invest Plan, a savings plan for physical gold, silver, platinum and palladium. Its services also include digital account management and storage of the metals in high-security vaults.

Bernardo Brunschwiler Consulting

Since 2014 · 1–10 empl.

Bernardo Brunschwiler Consulting advises individuals, families and companies in private banking, wealth management and financial services. Its services include strategic advice, market and opportunity analysis, regulatory matters, and support with implementation and cross-border business activities.