Financial advisor in
Herrliberg

14 companies in Financial advisor based in Herrliberg — name and year of registration from the commercial register. The list below shows them all.

Companies

All 14 companies in Herrliberg

CB Consulting AG

Since 2001 · 11–20 empl.

CB Consulting AG is an independent wealth management and financial planning company. Its services also include tax advice, insurance and health insurance brokerage, mortgage comparisons, retirement and inheritance planning, and property sales.

Asset managerWealth managementFinancial planningTax returns, tax consulting and tax planning

Aviuls AG

Since 2021 · 1–10 empl.

Aviuls AG provides support and advice on financial matters. Its focus includes financial planning and organisation, as well as optimising the balance between risk and return.

Financial advisorFinancial advisoryFinancial planningPortfolio structuring

Widmer Group GmbH

Since 2017 · 1–10 empl.

Widmer Group GmbH provides financial advice and project management for individuals and businesses. Its services include developing and reviewing investment strategies, portfolio and asset management, risk management, financial planning and tax advice.

Management consultantIndependent financial adviceInvestment strategy advisoryWealth management and asset allocation

No score yet FP

First Point Capital AG

Since 1997 · 1–10 empl.

Asset manager

No score yet DJ

DANIEL J. SCHWEIGER

Since 2005 · 1–10 empl.

Financial advisor

No score yet DF

Degen Financial Advisors

Since 2009 · 1–10 empl.