Financial advisor in
Chur

Secura Treuhand- und Revisionsgesellschaft, Genossenschaft

Since 1934 · 11–20 empl.

The core activity of Secura Treuhand AG is the provision of trust services, particularly in the areas of financial consulting, tax consulting, economic consulting, corporate law, structuring and estate planning for wealthy private individuals and companies. This also includes the management of foundation and board of directors mandates as well as the provision of services in the area of asset planning and management.

Walter & Partner AG

Since 1998 · 1–10 empl.

Walter & Partner AG provides asset management and investment advice, as well as tax and financing advice and real estate services. Its services include investment strategies, asset and portfolio analyses, tax returns and tax optimisation, and advice on mortgages and property purchases and sales.

Swiss Finance Boutique AG

Since 2015 · 1–10 empl.

Swiss Finance Boutique AG is an independent financial services provider focused on investment advice and asset management. Its services also include family-office support and financial planning, including pension, tax and mortgage advice.

Drei Bünden Finanz AG

Since 2017 · 1–10 empl.

Drei Bünden Finanz AG manages assets for private individuals domiciled in Switzerland and provides investment advice. Its services also include strategic advice, financial planning and pension planning.

Jalanbo Wealth Consulting

Since 2015 · 1–10 empl.

Jalanbo Wealth Consulting provides independent wealth consultancy for individuals, families and entrepreneurs, including strategic planning and advice on protecting and transferring wealth. It coordinates introductions to regulated banks and professional advisers and offers guidance on compliance and risk management, cross-border business opportunities, relocation and real estate.

Fabjoos finance GmbH

Since 2022 · 1–10 empl.·5.0(10)

Fabjoos finance GmbH provides financial and insurance services, including wealth advice, home financing and retirement planning. It also advises on insurance for individuals and businesses.

WeEVE Finance Consulting GmbH

Since 2022 · 1–10 empl.·5.0(8)

WeEVE Finance Consulting GmbH provides independent financial, wealth and pension advice to individuals and businesses. Its services include financial and retirement planning, property financing, financial coaching, and training and presentations on financial education and pensions.

Fabian Monn, Treuhand & Finanzplanung

Since 2024 · 1–10 empl.·5.0(14)

Fabian Monn, Treuhand & Finanzplanung provides fiduciary and tax services for individuals and businesses. Its services include tax return preparation, bookkeeping and annual accounts, as well as advice on finances, insurance, retirement planning and self-employment.

Manser Treuhand Chur GmbH

Since 2015 · 1–10 empl.·5.0(3)

Manser Treuhand Chur GmbH advises and supports private individuals and small and medium-sized businesses on fiduciary, business, financial and tax matters. Its services include bookkeeping and financial statements, tax returns, payroll administration, financial planning and business consulting.

ALM Finanzen GmbH

Since 2021 · 1–10 empl.·5.0(6)

ALM Finanzen GmbH provides financial and administrative advice to individuals and businesses. Its services include financial planning, insurance optimisation, loan applications, tax returns and assistance with administrative tasks and dealings with public authorities.

Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft

Since 2008 · 1–10 empl.·5.0(2)

Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft is an independent asset manager and financial adviser. Its services include asset management, financial and tax advice, financial planning, and guidance on financing and mortgages.

Bedra GmbH

Since 2017 · 1–10 empl.·2.0(1)

Bedra GmbH advises individuals and businesses on social insurance and occupational and private provision. Its services include pension planning, support with insurance claims, training and seminars, and administrative and organisational assistance for bereaved people after a death.