Financial advisor in the
Canton of Grisons

GR Finanzwärch GmbH

Since 2013 · 1–10 empl.

GR Finanzwärch GmbH provides accounting, property management and financial advisory services for small businesses and private individuals. Its services include bookkeeping, payroll, tax advice, rental administration, budgeting and financial planning.

VTS Versicherungs- und TreuhandService GmbH

Since 2014 · 1–10 empl.

VTS Versicherungs- und TreuhandService GmbH provides independent insurance advice and brokerage, as well as fiduciary services for businesses and private individuals. Its services include bookkeeping, tax returns, payroll and HR support, administrative work, and financial and retirement planning.

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.

INNsurance AG

Since 2018 · 1–10 empl.

INNsurance AG is an independent insurance broker advising private and business clients on insurance and pension matters. Its services include property, liability and personal insurance, health insurance, private and occupational pensions, and comparisons of insurance offers.

Valuefid SA

Since 1972 · 1–10 empl.

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.

Swiss Life Select Schweiz AG, Zweigniederlassung St. Moritz

Since 2026 · 1–10 empl.

Swiss Life Select Schweiz AG, Zweigniederlassung St. Moritz advises private households on financial planning, retirement provision and insurance. Its services include holistic financial planning and advice on areas such as wealth building and income protection.

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.

Dyco Financing GmbH

Since 1997 · 1–10 empl.

Dyco Financing GmbH provides financial advice and related services. Working with partners, it assists clients with establishing or acquiring companies in Switzerland and abroad, and publishes information on gold and financial topics.

CF advisory GmbH

Since 2007 · 1–10 empl.

CF advisory GmbH provides independent investment advice and discretionary asset management tailored to clients’ risk profiles and financial goals. Its activities include equity investing, hedging strategies, foreign exchange trading, and alternative investments such as private equity.

MGC Investments Sagl

Since 2012 · 1–10 empl.

MGC Investments Sagl provides independent financial advice to help clients allocate investments among different products according to their risk tolerance and goals. It also offers a self-service managed account with investment signals, portfolio guidance and market analysis.

Financial Vision SA

Since 2013 · 1–10 empl.

Financial Vision SA provides financial advice, asset management and trading in a range of financial instruments. Its services include tailored investment proposals, support with banking and administrative matters, and execution-only trading assistance.

Carpe Diem Consulting AG

Since 2014 · 1–10 empl.

Carpe Diem Consulting AG is an independent consultancy advising clients on asset management and financial analysis. It also takes on board and advisory board mandates, representing clients’ interests in companies, institutions and project organisations.

Goldblum & Cie GmbH

Since 2014 · 1–10 empl.

Goldblum & Cie GmbH provides wealth-building and financial advisory services for private clients, corporate clients and startups. Services include financial checks, startup support packages and the coordination of real estate projects together with a specialist partner team.

GrischaFinanz, Marc Gfeller

Since 2016 · 1–10 empl.

GrischaFinanz, Marc Gfeller advises private clients on retirement provision, retirement planning, saving and investing, taxes, insurance and property. Services for SMEs include insurance brokerage, risk analysis and ongoing risk management.

ES Consulting 4U GmbH

Since 2017 · 1–10 empl.

ES Consulting 4U GmbH advises companies, startups, investors, individuals and families. Its services include business and strategy consulting, project management, support with private equity and venture capital matters, and advice on wealth structuring and succession planning.

BNK Fiduciaria S.A.

Since 2017 · 1–10 empl.

BNK Fiduciaria S.A. provides wealth management, investment advice and corporate advisory services. Its activities include structuring and managing investment portfolios, advising on financial products, and assisting with business plans and corporate reorganizations.

Kühnis Geldberatung GmbH

Since 2022 · 1–10 empl.

The core activity of Kühnis Geldberatung GmbH is independent financial and monetary consulting for private and corporate clients, including services such as mortgage consulting, financial planning, financing, retirement planning, pension and estate planning.

Gregor Joos Consulting

Since 2026 · 1–10 empl.

Gregor Joos Consulting provides consulting in finance and real estate.

Pellegrini Treuhand GmbH

Since 2008 · 1–10 empl.

De Pedrini Immobilien und Beratungs AG

Since 1968 · 1–10 empl.

Dimago Investments AG

Since 1976 · 1–10 empl.

Texset AG Chur

Since 1980 · 1–10 empl.

Werner Bär Versicherungs- und Vorsorgeberatungen

Since 1983 · 1–10 empl.

Reto Sciuchetti

Since 1984 · 1–10 empl.

Claude Monnard

Since 1987 · 1–10 empl.

YANO AG

Since 1990 · 1–10 empl.

Survesta AG

Since 1995 · 1–10 empl.

C - Capital Group AG

Since 1997 · 1–10 empl.

Mägi Fryberg

Since 1999 · 1–10 empl.

Arbitrage Partners AG

Since 1999 · 1–10 empl.