Financial advisor in
Neuchâtel

Vivatax Sàrl

Since 2023 · 1–10 empl.·4.8(248)

Vivatax Sàrl is a fiduciary and tax-services firm that prepares tax returns and advises clients on tax matters. Its services also include administrative assistance and advice on financial, mortgage and pension-related questions.

Fiduprivé Michel Nocella

Since 1998 · 1–10 empl.

Fiduprivé Michel Nocella is a fiduciary office serving primarily private individuals. Its services include tax returns and advice, financial and retirement planning, investment and insurance advice, and assistance with property and mortgage financing.

Résidences & Patrimoine Sàrl

Since 2008 · 1–10 empl.

Résidences & Patrimoine Sàrl provides fiduciary, tax advisory and administrative services for individuals, self-employed people and SMEs. Its services include accounting, tax returns, advice on property financing, condominium administration, property valuations, and independent management of real estate and financial assets.

BS & Associés SA

Since 2017 · 1–10 empl.

BS & Associés SA advises professionals, particularly in healthcare, on insurance matters and insurance solutions. It also provides mortgage-financing and wealth-planning advice, as well as accounting and tax support.

RS Finance Sàrl

Since 2017 · 1–10 empl.

RS Finance Sàrl advises individuals and businesses on financial planning and wealth management. Its services include investment advice, tax planning, pension and retirement planning, financing and insurance, as well as occupational pension solutions and support with business start-ups and transfers.

IVC Partners Sàrl

Since 2019 · 1–10 empl.·4.5(8)

IVC Partners Sàrl provides insurance and financial services advice to individuals and businesses. Its services include pension and retirement planning, health and accident insurance, occupational pensions (LPP), mortgages, and liability, property, vehicle and transport insurance.

Finex Conseils SA

Since 2017 · 1–10 empl.·5.0(2)

Finex Conseils SA is an independent financial advisory firm. It advises on property financing and mortgages, insurance, financial planning and retirement planning, and also offers the purchase of property through life annuities.

JD Planification Sàrl

Since 2023 · 1–10 empl.

JD Planification Sàrl provides financial planning and advice for individuals and businesses. Its services include retirement planning, insurance advice, support with real estate transactions, administrative work and tax returns.

COFIGEST NEUCHÂTEL Sàrl

Since 2025 · 1–10 empl.

COFIGEST NEUCHÂTEL Sàrl is a fiduciary and advisory firm that supports individuals and companies with tax optimisation, tax returns, accounting, pension planning, and insurance services. It also provides assistance with company formation and VAT matters.

ATOM Group SA

Since 2025 · 1–10 empl.

ATOM Group SA is an independent financial advisory firm serving individuals, self-employed professionals and SMEs. It advises on insurance, taxation, pensions and investments, and provides support with real estate brokerage, mortgage financing and personal loans.

Swiss Life, Agence générale de Neuchâtel-Jura, Antonio de Sousa, Agent Général

Since 2026 · 1–10 empl.

Swiss Life, Agence générale de Neuchâtel-Jura, Antonio de Sousa, Agent Général is a Swiss Life general agency for insurance and financial products. It provides services in pensions, financial planning and real estate, and offers in-person advice to clients.

Memantia Sàrl

Since 2025 · 1–10 empl.