Financial advisor in
Cointrin

SWM Financial Planning SA

Since 2007 · 1–10 empl.

SWM Financial Planning SA provides financial advice and insurance intermediation for private and institutional clients. Services offered by the Skybound group include investment and wealth planning, pension advice, retirement planning, tax planning, and life and health insurance.

EMG SA

Since 2019 · 51–100 empl.

EMG SA provides insurance brokerage and financial advice to individuals and businesses. Its services include health, motor, household, legal protection and pension insurance, as well as advice and comparisons for mortgage financing.

Pegasus Solutions, Leguizamon Acosta

Since 2020 · 1–10 empl.·5.0(2)

Pegasus Solutions, Leguizamon Acosta provides investment advice and opportunities in real estate, agroforestry and solar energy projects. Its services include information on projects and support with real estate investments.

Klarify Sàrl

Since 2024 · 1–10 empl.

Klarify Sàrl is an independent advisory firm for insurance and financial planning. It compares insurance offers and advises on pension provision, taxes and mortgages, and assists clients with policy arrangements and tax returns.

Poncelet Conseil - Harmorizon

Since 2025 · 1–10 empl.

Poncelet Conseil - Harmorizon provides tax, financial and wealth advice to Swiss residents and cross-border workers between France and Switzerland. Its services include support with tax matters, health insurance and pension planning, as well as investment advice and financial planning.

Olivier Plan Consulting

Since 2002 · 1–10 empl.

INGOT Brokers SA

Since 2007 · 1–10 empl.

Swiss Life Select Schweiz AG, succursale de Meyrin

Since 2008 · 1–10 empl.