Financial advisor in
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zürisee finanz ag

Since 2015 · 1–10 empl.

zürisee finanz ag provides tax advice and planning, prepares tax returns, and handles bookkeeping for SMEs. Its other services include wealth and investment advice, as well as the sale, purchase, management, and financing of real estate.

Swiss Life, Generalagentur Zürich-Pfannenstiel, Lucas Portmann, Generalagent

Since 2023 · 21–50 empl.

Swiss Life, Generalagentur Zürich-Pfannenstiel, Lucas Portmann, Generalagent is a Swiss Life general agency that advises private customers on pensions, investments, insurance, real estate and mortgages.

Vetsch Treuhand

Since 1999 · 1–10 empl.

Vetsch Treuhand provides bookkeeping and personnel administration, tax and insurance advice, and support with company formations, liquidations and succession planning. Its services also include mediation and advice on pension provision and inheritance matters.

Wyss Vorsorge

Since 2018 · 1–10 empl.·5.0(2)

Wyss Vorsorge provides personal, independent support for older adults, including help with administrative, legal and financial matters and everyday needs. Its property services include finding suitable housing, organising moves, and assisting with property sales, purchases and management.

Hegg Consulting GmbH

Since 2019 · 1–10 empl.

Hegg Consulting GmbH provides advice on taxation, pension provision, fiduciary services and wealth management. It also advises clients on insurance matters.

LS Equity Advisors AG

Since 2012 · 1–10 empl.

Cento & Company AG

Since 1964 · 1–10 empl.

Walter A. Oetiker

Since 1979 · 1–10 empl.

Conrad Weiss Consulting

Since 1996 · 1–10 empl.

Staubli Capital Management

Since 1997 · 1–10 empl.

Timpanaro Consulting

Since 2002 · 1–10 empl.

Handelsgesellschaft Pronova AG

Since 2006 · 1–10 empl.