Financial advisor in
Meggen

Ebfinanz AG

Since 1998 · 11–20 empl.·3.0(2)

Ebfinanz AG provides independent financial services, with a focus on asset management and investment advice. Its services also include pension and retirement planning, tax planning, mortgage financing, family office services and in-house investment funds.

1oc AG

Since 2012 · 1–10 empl.

1oc AG provides investment advisory and proprietary investment research to businesses and individual clients. It also operates an investment fund and offers access to private investment opportunities, selecting companies using its own quality and risk criteria.

FINolution GmbH

Since 2022 · 1–10 empl.

FINolution GmbH provides financial and pension advice and services in insurance, taxation and real estate. Its activities include retirement planning, tax advice, insurance brokerage, mortgages and solutions for SMEs; customers can also manage their pension and insurance policies digitally.

Röwe Consulting

Since 2003 · 1–10 empl.

Burkhalter Chartanalyse

Since 2009 · 1–10 empl.

Pilatus Wealth Consulting GmbH

Since 2016 · 1–10 empl.

Aquila Vermögensverwaltung Zürich AG

Since 2021 · 1–10 empl.

KBM Capital Management AG

Since 2021 · 1–10 empl.

Helle AG

Since 2023 · 1–10 empl.