Financial advisor in
Hünenberg

FINIM AG

Since 1975 · 11–20 empl.

FINIM AG provides advice and support on private pensions, retirement planning, insurance, taxes and wealth building. Its services also include home financing as well as fiduciary and sales support.

OVB Vermögensberatung (Schweiz) AG

Since 1993 · 11–20 empl.

The company's core activity is wealth advisory and financial planning for private individuals and companies. The company offers individual consulting services to support customers in planning and implementing their financial goals. This includes analyzing the financial situation, developing financial solutions, and selecting suitable financial products such as insurance, loans, and capital investments.

ZUF Zentrum für unabhängige Finanzberatung GmbH

Since 1997 · 1–10 empl.

ZUF Zentrum für unabhängige Finanzberatung GmbH provides independent advice to individuals and businesses on insurance, investments, home financing, pension planning and taxes. Its services also include helping clients select investments and monitor them over time.

vPz-privileg ag

Since 2006 · 1–10 empl.

Markus Rentsch, Wirtschaftsberatung + Treuhand

Since 2007 · 1–10 empl.

Markus Rentsch, Wirtschaftsberatung + Treuhand provides fiduciary services and tax, business, wealth and pension advice. Its services include bookkeeping, payroll, company formation and property management.

FMC Finance Management Consulting AG

Since 2013 · 1–10 empl.

FMC Finance Management Consulting AG provides advisory services to wealthy private clients, family offices and qualified investors. Its services include wealth structuring and planning, corporate and project finance advice, guidance on structured investment opportunities and specialized financial mechanisms, as well as introductions to external providers.

Jürg Gyr - neutrale Finanzdienstleistung GmbH

Since 2014 · 1–10 empl.

Jürg Gyr - neutrale Finanzdienstleistung GmbH provides independent advice and brokerage services in financing and mortgages for individuals and businesses. Its services include financial and pension planning, insurance and investment advice, and obtaining and negotiating offers from banks.

Samuel Haas & Partner AG

Since 2016 · 1–10 empl.

Samuel Haas & Partner AG provides family office services for professional athletes, including financial planning and wealth management. Its services include access to Swiss banks, tailored investment advice, retirement planning and financing.

NBZ - Neutrales Beratungszentrum Vollenweider

Since 2007 · 1–10 empl.·3.4(5)

NBZ - Neutrales Beratungszentrum Vollenweider provides advisory services, quotations and comparisons. Its online services cover insurance and financial topics.

i insure GmbH

Since 2021 · 1–10 empl.

i insure GmbH provides independent advice on insurance, pension provision and estate planning, as well as financial and tax planning. Its services include insurance risk reviews and claims support, occupational pension advice, tax-return assistance and property management.

Belvedere Nachfolge GmbH

Since 2004 · 1–10 empl.

VIREDA AG

Since 2000 · 1–10 empl.