Financial advisor in
Kloten

Profinder GmbH

Since 2016 · 11–20 empl.·5.0(25)

Profinder GmbH provides independent financial advice to individuals and businesses. Its services include financial planning, retirement provision, insurance, wealth building, property and mortgage advice, as well as bookkeeping, tax advice and other fiduciary services for SMEs and self-employed clients.

FINOP AG

Since 2022 · 11–20 empl.·5.0(24)

FINOP AG provides independent financial advice and insurance brokerage services to private and business clients. Its services include insurance and pension planning, investment advice, and financing for property and mortgages.

GFP concept GmbH

Since 2023 · 1–10 empl.·5.0(36)

GFP concept GmbH is an independent insurance broker advising private and business clients on personal, property and financial insurance. Its services also include pension and retirement planning, financial and investment advice, mortgages, tax planning, and insurance portfolio reviews and claims management for businesses.

Humbel Treuhand AG

Since 1998 · 1–10 empl.

Humbel Treuhand AG provides fiduciary and financial services to individuals and businesses. Its services include bookkeeping, tax advice, financial advice, payroll accounting, VAT returns, audits, execution of wills and administrative work.

R. Hafner & Partner AG

Since 1999 · 1–10 empl.

R. Hafner & Partner AG is a fiduciary services company offering tax, accounting and financial planning services. Its work includes financial and payroll accounting, annual financial statements and tax returns, as well as insurance advice.

HIESTANDCONSULTING AG

Since 2005 · 1–10 empl.

HIESTANDCONSULTING AG plans and coordinates decisions related to housing, taxes, pensions and future planning. Its Z50plus system uses an inflation-adjusted future budget as a basis for coordinating these decisions.

Life Core GmbH

Since 2016 · 1–10 empl.·4.6(9)

Life Core GmbH is an independent financial services provider advising individuals and businesses on financial planning, retirement and pension planning. Its services also include investment advice, mortgage financing, and health and property insurance.

SANTANNA Invest GmbH

Since 2020 · 1–10 empl.·5.0(9)

SANTANNA Invest GmbH is an independent insurance broker and adviser on insurance and risk matters. It also assists private and business clients with pension planning, tax returns, mortgages, real estate and business consulting.

Martins Neto Consulting GmbH

Since 2017 · 1–10 empl.·5.0(1)

Martins Neto Consulting GmbH provides insurance brokerage, private and mortgage credit services, and financial investment services. Its other services include translations, help with forms and tax returns, and office and customer support.

KB Beratungen AG

Since 2012 · 1–10 empl.

KB Beratungen AG provides advisory services in the areas of mortgages, retirement planning and other financial topics. The KB Beratungen AG supports clients from the initial analysis through implementation and ongoing assistance.

ECO Finanz- und Umweltberatung Thea Maria Hefti

Since 1994 · 1–10 empl.

Hans Burkhard

Since 1998 · 1–10 empl.