Financial advisor in
Grand-Lancy

360 Degrés SA

Since 2019 · 1–10 empl.·4.8(95)

360 Degrés SA is an independent insurance brokerage. It advises individuals and businesses on insurance and pensions, and assists with mortgages, loans and tax returns.

COFIGEST SA

Since 2004 · 1–10 empl.·4.2(25)

COFIGEST SA is an accounting and fiduciary firm offering accounting, tax and business-management services. Its services include company formation, domiciliation, fiscal representation and payroll management.

ADAVIA SA

Since 2019 · 1–10 empl.

ADAVIA SA advises individuals on Swiss retirement planning and cross-border matters involving Switzerland and France. Its services include retirement planning, assistance with correcting Swiss tax assessments, and French tax return preparation.

Holistik SA

Since 2020 · 11–20 empl.

The core activity of Holistik is to provide consulting services in the field of Swiss law, tax law and regulation, particularly for private and institutional clients. This includes, among other things: legal advice, tax advice, regulatory advice, asset management, sustainable investments, pension and provision, and international tax and law. The company also offers services in the areas of sustainability, impact investing and blockchain. It supports clients in developing sustainable business strategies and implementing measures to reduce risks and increase opportunities.

SecureLife Sàrl

Since 2022 · 11–20 empl.

SecureLife Sàrl provides advice on pension and financial planning and risk management. It assesses clients’ personal and professional circumstances, reviews their provision across the three pillars, and advises on tax optimisation and ongoing adjustments to their plans.

JAK & Cie Consulting Sàrl

Since 2024 · 1–10 empl.

JAK & Cie Consulting Sàrl advises individuals, particularly cross-border commuters, on taxation, pension planning, insurance and property investment. It also supports businesses and self-employed clients with company formation, tax matters, accounting and administrative management.

COFIGEST ASSURANCES Sàrl

Since 2025 · 1–10 empl.

COFIGEST ASSURANCES Sàrl is a Swiss fiduciary and advisory firm that supports private individuals and businesses with tax optimisation, accounting, retirement planning and insurance services. It also offers services such as tax returns, company formation and VAT support.

New Fiscality SNC

Since 2023 · 1–10 empl.

New Fiscality SNC provides tax advice and prepares tax returns for residents, students and non-residents. Its services also include tax planning and representation, assistance with tax appeals, and financial and pension planning, including retirement income simulations.

360 Degrés Patrimoine Sàrl

Since 2026 · 1–10 empl.

360 Degrés Patrimoine Sàrl is an independent brokerage and advisory firm for insurance, pensions and financing. It serves individuals and businesses with services that include health and property insurance, mortgages, credit and tax matters.

White Rock SA

Since 2009 · 1–10 empl.

White Rock SA advises individuals and families on wealth matters, develops strategic wealth plans and coordinates selected specialists. The company does not manage financial assets.

Swiss Elite Leader Sàrl

Since 2024 · 1–10 empl.

Swiss Elite Leader Sàrl provides advisory and other services in taxation, finance, insurance, pension planning and real estate. Its services include tax and financial planning, insurance advice, wealth management, and support with property financing, purchases and sales.

FINANXA GROUP Sàrl

Since 2026 · 1–10 empl.

FINANXA GROUP Sàrl is a financial advisory firm that supports companies and investors with project financing, financial structuring, private equity investments, monetisation, wealth management and financial consulting. The website presents its services as tailored solutions for growth, structuring and project development.