Financial advisor in
Jona

Swiss KMU Partners AG

Since 2003 · 21–50 empl.·5.0(9)

Swiss KMU Partners AG is a multi-family office and asset manager. Its services include family-office support, individual portfolio management, and assistance with investment strategies, succession planning, fund management and real estate. It manages collective assets and pension assets under the direct supervision of FINMA.

Dürst Insurance GmbH

Since 2024 · 1–10 empl.·5.0(79)

Dürst Insurance GmbH is an independent financial services company providing insurance, financial and pension advice. Its services also include wealth planning, retirement and home-financing advice, as well as insurance solutions for private and business customers.

Ledaco GmbH

Since 2022 · 1–10 empl.

Ledaco GmbH advises and provides training on social insurance and occupational and private provision, and develops related concepts. Its services also include case management, administrative and legal services, and specialist publications on social insurance and social security.

CJM Investment Consulting GmbH

Since 2022 · 1–10 empl.

CJM Investment Consulting GmbH advises institutional investors, pension funds and private investors on investments and financial markets. It supports investment committees with reviewing and implementing investment strategies and assessing investment decisions and results.

Cuk Media GmbH

Since 2009 · 1–10 empl.

Cuk Media GmbH provides financial, legal and insurance advice. Its services include investment and tax advice, asset analysis and management, and the development of investment and protection plans.

SFS Schwarz Financial Services

Since 2010 · 1–10 empl.

Marvet GmbH

Since 2015 · 1–10 empl.

Nokkela GmbH

Since 2020 · 1–10 empl.

Decera AG

Since 2021 · 1–10 empl.

CE Personal & Töchter GmbH

Since 2024 · 1–10 empl.

Bannwart Wealth Strategy GmbH

Since 2025 · 1–10 empl.

Blue Stone Advisory GmbH

Since 2026 · 1–10 empl.