Financial advisor in
Meyrin
8 companies in Financial advisor based in Meyrin — name and year of registration from the commercial register. The list below shows them all.
All 8 companies in Meyrin
EREDITA, by Proudhon
Since 2023 · 1–10 empl.5.0(51)
EREDITA, by Proudhon is a consultancy specialising in tax advice and cross-border wealth planning. Its services include tax analysis, advice on wealth transfer, reviews of savings and insurance contracts, and support for self-employed professionals and property investors.
CPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl
Since 2017 · 1–10 empl.
CPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl advises individuals and companies on pensions, retirement planning and asset protection. Its services include guidance on social security, taxes, insurance, mortgages and occupational pension plans.
WINVEST SMART CONSULTING SARL
Since 2019 · 1–10 empl.
WINVEST SMART CONSULTING SARL provides advice on occupational pension provision and asset management. Its services include helping clients locate and manage vested benefits, developing investment solutions, and monitoring pension assets.
AGENCE MAGNUS Sàrl
Since 2022 · 1–10 empl.
AGENCE MAGNUS Sàrl helps clients locate and consolidate vested benefits from occupational pension schemes. It advises on vested benefits accounts and investments, manages investments, and offers pillar 3a and 3b life insurance.
AR Conseils Sàrl
Since 2019 · 1–10 empl.
Mastroianni Finance
Since 2024 · 1–10 empl.
Impact & Co SNC
Since 2024 · 1–10 empl.
Investing Gali Bejerano
Since 2025 · 1–10 empl.
Financial advisor in Meyrin
Financial advisor in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of November 15, 2026
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