Financial advisor in
Morges

9 companies in Financial advisor based in Morges — name and year of registration from the commercial register. The list below shows them all.

Companies

All 9 companies in Morges

Swiss Life, Agence générale de Morges-La Côte, Virgile Buchmann, Agent Général

Since 2022 · 11–20 empl.

Swiss Life, Agence générale de Morges-La Côte, Virgile Buchmann, Agent Général is a Swiss Life general agency for insurance and pension provision. It provides advice on financial planning, real estate and mortgages.

Financial advisorPension Planning AdviceInvestment AdviceReal Estate Advisory

ProConseils Synergies Sàrl

Since 2008 · 1–10 empl.5.0(1)

ProConseils Synergies Sàrl provides independent advice on mortgages and property financing. It supports clients with property purchases, construction and renovation projects, mortgage renewals or increases, and offers financial planning and pension advice.

Financial advisorReal estate financing and mortgagesMortgage renewal and increaseConstruction and renovation financing

Feex SA

Since 2024 · 1–10 empl.

JaneAI SA operates a digital platform that provides personalised insurance and pension recommendations. It analyses users’ individual circumstances and compares options including legal expenses insurance, supplementary health insurance and third-pillar provision, and can connect users with qualified partners.

Financial advisorInsurance and pension planning adviceLegal expenses insuranceThird pillar

FT Immo SA

Since 2000 · 1–10 empl.

Financial advisor

No score yet QD

Questions d'Argent, Raymond Bressoud

Since 2012 · 1–10 empl.

Financial advisor

No score yet EC

Elder Capital SA

Since 2017 · 1–10 empl.

Financial advisor