Financial advisor in the
Canton of Fribourg

SOLVABLE SA

Since 2013 · 1–10 empl.

SOLVABLE SA helps individuals and businesses restructure their debts. Its services include consolidating debts into a monthly payment suited to the client’s budget, negotiating with creditors and helping to correct credit records; it also handles tax returns and orders debt-enforcement register extracts.

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.

Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général

Since 2021 · 11–20 empl.

Swiss Life, Agence générale Canton de Fribourg, Daniel Piller, Agent Général provides individuals and businesses with pension solutions, financial and investment advice, and real estate advice.

AXA agence générale Prevoyance & Patrimoine Michaël Gil

Since 2022 · 21–50 empl.

AXA agence générale Prevoyance & Patrimoine Michaël Gil is an AXA agency providing advice on pensions, wealth and health. Its services include individual pension provision (third pillar), health insurance and occupational pensions for businesses, as well as insurance and financial products from AXA and its partners.

PHILIPPE HOTTINGER GROUP SA

Since 2024 · 21–50 empl.

PHILIPPE HOTTINGER GROUP SA is a financial group active in financial advisory, wealth management and asset management. It advises companies on strategic transactions, financing and restructuring, and provides investment solutions to private and institutional clients.

Véridique Sàrl

Since 2009 · 1–10 empl.

The core activity of Véridique Ressources Humaines is the provision of services in the fields of management, leadership and human resources development. This includes in particular: Management and leadership training, Coaching for individuals and teams, Consulting in human resources development and management, Planning and implementation of courses and seminars on topics such as communication, time management and leadership, Consulting on planning and implementing change processes in companies, Support in the development of executives and teams. In addition, the company also offers services in the field of financial planning and investment consulting, particularly in the areas of pension planning and real estate investments.

ADF Courtage Sàrl

Since 2005 · 1–10 empl.·3.9(8)

ADF Courtage Sàrl is an independent advisory and brokerage firm for insurance, credit, real estate and financial matters. Its services include insurance for individuals and businesses, as well as savings and pension-planning solutions.

BG Assurances SA

Since 2003 · 11–20 empl.·4.8(5)

BG Assurances SA is an independent insurance brokerage and financial services firm. It advises businesses, public administrations and individuals on insurance management and offers financial solutions for investments and mortgages.

Padea SA

Since 2015 · 1–10 empl.·5.0(2)

Padea SA advises individuals, businesses and real estate developers on mortgages, pension planning and financial matters. Its services include arranging financing and pension solutions, and advising on the analysis and optimisation of financing and business structures.

confidere consulting AG

Since 1981 · 1–10 empl.·5.0(1)

confidere consulting AG is a fiduciary and advisory firm serving individuals and businesses. Its services include tax and business advice, bookkeeping and accounting, and advice on succession planning and pension provision.

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.

ChooseSmart GmbH

Since 2021 · 1–10 empl.

ChooseSmart GmbH develops a systematic investment strategy for Swiss equities using quantitative models and regularly analysed market data. It offers access to its equity portfolio through a listed investment solution or a stock market newsletter with portfolio information and buy and sell signals.

Padea Corminboeuf SA

Since 2020 · 1–10 empl.·5.0(2)

Padea Corminboeuf SA advises individuals, businesses, and real estate developers and investors on mortgages, pensions, and financing. Its services also include financial advice and advice on business structure and financial optimisation.

FSI Gestion et conseils SA

Since 2006 · 1–10 empl.·3.7(22)

Partenaires-Conseils Sàrl

Since 2022 · 1–10 empl.

e-Investing Sàrl

Since 2025 · 1–10 empl.

e-Investing Sàrl provides educational material on investing and personal finance. Its resources include articles, guides, books, investment-platform comparisons and a wealth simulator.

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.

WA Risk Solutions SA

Since 2025 · 11–20 empl.

WA Risk Solutions SA is an independent insurance broker serving individuals and businesses. It advises on insurance, pensions and financing, and assists with policy administration and claims.

Ether Gestion Sàrl

Since 2022 · 1–10 empl.·5.0(1)

Ether Gestion Sàrl advises individuals and businesses on insurance, private and occupational pension planning, mortgages, wealth management and financial retirement planning. It also provides risk management for businesses and is registered with FINMA as an insurance intermediary.

Swiss Life Select Schweiz AG, Succursale de Châtel-St-Denis

Since 2026 · 1–10 empl.

Swiss Life Select Schweiz AG, Succursale de Châtel-St-Denis advises private clients on financial planning, pensions and insurance. Its advice covers areas including wealth building, retirement provision, income protection, and home and housing, with solutions based on products from selected partner companies.

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.

Akania SA

Since 2026 · 1–10 empl.

Akania SA is currently only online as a site under construction. The website does not provide any information about products, services, or other business activities.

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.

PATRIUM Sàrl

Since 2026 · 1–10 empl.

PATRIUM Sàrl is an independent wealth advisory firm. Its services include insurance for individuals and businesses, savings and investment advice, occupational and private pension solutions, retirement planning, mortgages, real estate transactions, and support for inheritance communities.

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.

Consultas, Consultant en Assurance, Gestion et Finance S.A.

Since 1987 · 1–10 empl.

Consultas, Consultant en Assurance, Gestion et Finance S.A. advises on insurance and finance and brokers insurance for businesses, associations and individuals. It also provides administrative services for pension institutions, as well as payroll processing and related fiduciary services for businesses and associations.

YBT Beratung GmbH

Since 2006 · 1–10 empl.

YBT Beratung GmbH provides fiduciary and tax advisory services for individuals, businesses, self-employed people, and current and former athletes. Its services include bookkeeping, payroll administration, tax returns and planning, pension advice, and outsourced financial management.

ASSPA Sàrl

Since 2010 · 1–10 empl.

ASSPA Sàrl advises individuals and businesses on insurance and helps arrange insurance solutions. Its services include health, motor, household, liability, life and legal protection insurance, business insurance, loans and third-pillar provision plans.

KVT Bruno Pignone

Since 2012 · 1–10 empl.

KVT Bruno Pignone advises individuals and businesses on insurance, including insurance reviews and assistance with claims. Its services also include pension and retirement planning, mortgage advice, and guidance on investment products.

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.

MPG Conseils, Monique Perret-Gentil

Since 2016 · 1–10 empl.

MPG Conseils, Monique Perret-Gentil provides advice and services in real estate, mortgages, taxation, insurance and pension planning. Its activities include condominium and property management, assistance with tax returns, financial planning and debt relief.

Reformas na Suiça Sàrl

Since 2021 · 11–20 empl.

Reformas na Suiça Sàrl advises and assists people in the Portuguese community with social insurance and pension matters. Its services include locating and recovering second-pillar funds, retirement planning, and support with returning to Portugal.

Titan Patrimoine SA

Since 2021 · 1–10 empl.

Titan Patrimoine SA provides tailored financial planning and supports clients in developing their wealth. It assesses clients’ personal and financial circumstances and acts as an intermediary for insurance, investment, health insurance, pension and real estate financing products.

LEM'S Consulting Sàrl

Since 2022 · 1–10 empl.

LEM'S Consulting Sàrl provides financial planning and wealth management advice. Its services for individuals and businesses include insurance, pensions, investments, real estate, tax and retirement planning, as well as company formation, business plans, human resources and financial optimisation.

KVT Broker - Pi GmbH

Since 2024 · 1–10 empl.

KVT Broker - Pi GmbH advises small and medium-sized businesses and private individuals on insurance and insurance solutions. Its services also include retirement and pension planning, mortgage advice, and guidance on wealth strategies.

Ceecle Associés SA

Since 2025 · 1–10 empl.

Ceecle Associés SA advises individuals and businesses on financial planning, pensions, insurance, investments and property financing. Its services also include retirement and succession planning and business advice.