Financial advisor in
Dübendorf

Life Gate AG

Since 1999 · 1–10 empl.·4.8(147)

Life Gate AG advises individuals and businesses on financial and retirement planning, including pensions, wealth building, taxes, property and insurance. It also provides risk analysis and insurance solutions for corporate clients, and a digital broker mandate platform with related services for insurance brokers and intermediaries.

Foscaldi Consulting GmbH

Since 2018 · 11–20 empl.·5.0(74)

Foscaldi Consulting GmbH provides independent financial, pension and insurance advice to private and business clients. Its services also include tax advice, wealth management, mortgages, company formation and accounting.

Freund & Partner GmbH

Since 2017 · 1–10 empl.·4.9(47)

Freund & Partner GmbH provides digital financial advice and intermediates financial and insurance products. Its services include insurance, retirement planning, investments, property financing, budgeting and tax returns.

Simpletax GmbH

Since 2014 · 1–10 empl.·4.4(52)

Simpletax GmbH provides tax return preparation and tax advice for individuals. Its services also include pension, insurance and financial advice, financial planning, and advice on property and mortgages.

Simple Treuhand GmbH

Since 2022 · 1–10 empl.·5.0(21)

Simple Treuhand GmbH is an independent fiduciary services firm serving SMEs, self-employed people and private individuals. Its services include financial accounting, payroll and personnel administration, tax advice and administration, and support with company formation, insurance and digital transformation.

ViniGo GmbH

Since 2024 · 1–10 empl.·4.8(75)

The core activity of Vinigo GmbH is the brokerage and consulting of insurance, investments and tax services. The company offers personal consulting and online services to support customers in selecting and optimizing their insurance and financial services.

Money Consulting GmbH

Since 2012 · 1–10 empl.

Money Consulting GmbH is an independent financial advisory firm. Its services include tax advice and tax planning, investment advice and asset management, pension and insurance solutions, and advice on real estate, matrimonial property and inheritance law.

AdviQ Group GmbH

Since 2021 · 1–10 empl.

AdviQ Group GmbH provides financial planning and advice for individuals and businesses. Its services cover investments, retirement planning and insurance, including support with financial decisions and the development of tailored strategies.

Financials First Krucker

Since 2025 · 1–10 empl.

Financials First Krucker provides tax return services for individuals, including document review, preparation and filing, as well as reviews of tax assessments and tax bills. Its financial planning services cover areas such as retirement planning, investments, budgeting and estate planning.

Swiss Grant GmbH

Since 2016 · 1–10 empl.

Swiss Grant GmbH provides insurance and financial advisory services.

RAS raus-aus-schulden.ch Inh. R. Sutter

Since 2020 · 1–10 empl.

RAS raus-aus-schulden.ch Inh. R. Sutter provides debt counselling and debt restructuring services. Its services include assessing clients’ financial situations, budget advice and optimisation, preparing repayment plans, and negotiating with creditors.

Finplaner Schweiz GmbH

Since 2026 · 1–10 empl.

Finplaner Schweiz GmbH provides independent financial advice and comprehensive financial planning. Its services include retirement, investment, pension and tax planning, as well as advice on inheritance, insurance and advance care arrangements.