Financial advisor in
Lucerne

62 companies in Financial advisor based in Lucerne — name and year of registration from the commercial register.

Companies

50 of 62 companies

Weibel Hess & Partner AG

Since 1995 · 21–50 empl.5.0(7)

Weibel Hess & Partner AG is an independent asset manager and insurance broker advising individuals and businesses on wealth, retirement planning and insurance. Its services include asset management, investment and financial planning, and retirement and insurance advice.

Asset managerWealth managementPortfolio advisoryTransaction advisory

Welcome Future AG

Since 1982 · 1–10 empl.

Welcome Future AG is a family office and diamond specialist offering external wealth advisory, alternative investment opportunities and support for establishing business activities in Switzerland. It assesses and values natural diamonds, explains certificates and focuses in particular on fancy-colour diamonds and off-market opportunities.

Family officeNatural Fancy Color Diamonds as a Value InvestmentPersonal Classification and AdvisorySelection and Testing of Natural Diamonds

D & F Consult AG

Since 1996 · 1–10 empl.

D & F Consult AG advises individuals and businesses on tax matters, wealth planning and retirement planning. It also provides comprehensive financial support for families as a family office and advises on mortgages and corporate, property and project financing.

Financial advisorFamily OfficeAsset ManagementTax Advisory and Tax Representation

WM Weibel Mueller AG

Since 1999 · 1–10 empl.

WM Weibel Mueller AG provides financial advice and planning for individuals and businesses. Its services include investment advice, real estate and mortgage guidance, fiduciary services, business formation and succession planning.

AccountantFinancial advisoryWealth investmentsReal estate and mortgages

PensExpert AG

Since 2000 · 21–50 empl.

PensExpert AG advises companies and individuals on occupational pensions, retirement planning and tax matters. It develops individual pension solutions, including executive pension plans, vested benefits and Pillar 3a offerings.

Financial advisorPension advisory and retirement solutionsPensFlex - The 1e collective foundationPensUnit

ER Erwin Röösli Finanzberatung AG

Since 2010 · 1–10 empl.

ER Erwin Röösli Finanzberatung AG advises individuals, families and business owners with complex financial situations. Its independent services cover the overall structuring, management and development of wealth, taking into account investments, property, pensions, financing and personal or business obligations.

Asset managerIndependent Financial Advisory

Strässle Schumacher AG

Since 2010 · 1–10 empl.

Strässle Schumacher AG specializes in independent asset advisory and strategic financial planning. It develops asset concepts and financial planning models, advises on investment strategies and tactical portfolio positioning, and serves private clients, foundations, public authorities, institutions, companies and pension schemes.

Financial advisorWealth conceptsStrategic-tactical investment advisoryDecision models

Asermo AG

Since 2012 · 1–10 empl.

Asermo AG advises individuals and businesses on financial and insurance matters and arranges insurance, pension and mortgage contracts. Its services include financial, retirement and pension planning, risk analysis, and mortgage and property financing advice.

Financial advisorInsurance consulting and placementPension and retirement planningMortgage placement and real-estate financing

a e & p Vorsorge-/Finanzplanung GmbH

Since 2012 · 1–10 empl.

a e & p Vorsorge-/Finanzplanung GmbH advises businesses and individuals on financial planning, retirement provision and insurance. Its services include occupational pension plans, investment advice, mortgages, and personal, property and liability insurance.

Financial advisorRetirement and financial adviceInvestment adviceMortgage advice

Dayton Advisors AG

Since 2018 · 1–10 empl.

Dayton Advisors AG advises and supports businesses, families and private individuals on financial, investment, legal and IT matters. Its services include accounting, financial planning and reporting, investment advisory, legal advice, IT consulting and cloud transformation.

LawyerFinance and InvestmentsLegal AdvisoryIT Consulting

Xperts Finanz AG

Since 2018 · 1–10 empl.

Xperts Finanz AG provides fiduciary, tax and pension-planning services for individuals and SMEs. Its services include bookkeeping and payroll administration, tax returns and representation before tax authorities, as well as pension planning; it also offers real estate services and access to asset management through a partner.

AccountantFiduciary servicesTax advisoryPension planning

Ethius Invest Schweiz GmbH

Since 2018 · 1–10 empl.

Ethius Invest Schweiz GmbH is an independent asset manager and fund initiator focused on sustainable and ethical investing. It offers wealth advice and equity and bond funds, and engages with companies through active shareholder voting and dialogue.

Asset managerSustainable FundsWealth AdvisoryImpact Investing

Beraterhaus AG

Since 2020 · 11–20 empl.

Beraterhaus AG advises businesses and individuals on insurance and pension solutions and arranges related contracts. Its services include risk and insurance management, insurance portfolio reviews, claims support, and advice on occupational and private pension provision.

Financial advisorInsurance advisory and brokerageOccupational pension advisoryPrivate pension advisory

Lindenmann Consulting GmbH

Since 2009 · 1–10 empl.

Financial advisor inLucerne

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Financial advisor in
Lucerne