Financial advisor in the
Canton of Neuchâtel
94 companies in Financial advisor based in the Canton of Neuchâtel — name and year of registration from the commercial register.
50 of 94 companies
SHANSA SA
Since 2014 · 11–20 empl.4.9(174)
SHANSA SA provides financial advice and insurance brokerage. Its services cover insurance, pension planning, taxation and financial planning, as well as real-estate financing and financial and administrative support for healthcare professionals.
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.
Bureau Conseils Chételat et partenaires Sàrl
Since 2008 · 21–50 empl.
Bureau Conseils Chételat et partenaires Sàrl advises individuals and businesses on wealth management, insurance and financial matters. Its services include pension and retirement planning, investments, tax optimisation, insurance advice and support for businesses.
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.
Finea SA
Since 2009 · 1–10 empl.
Finea SA provides financial planning and fiduciary services for private clients and SMEs. Its services include external CFO mandates, accounting, payroll administration, VAT returns and tax matters, as well as planning covering pensions, investments and real estate.
Solutions Financières MAM SA
Since 2014 · 1–10 empl.
The core activity of the company "Solutions Financières MAM SA" is the provision of financial services, including: financial analysis, mortgages, real estate, and insurance (claims). The company provides consulting and solutions for individuals and businesses in these areas.
Fidulam Sàrl
Since 2015 · 1–10 empl.
Fidulam Sàrl is a fiduciary firm providing accounting, tax and business advisory services to companies and individuals. Its services include payroll and social insurance administration, financial and tax planning, and real estate management and advice.
AltoLife Assurances Sàrl
Since 2016 · 11–20 empl.
AltoLife Assurances Sàrl is a consultancy specialising in pensions and financial planning for individuals and businesses. Its services include financial and tax optimisation, financial solutions, retirement planning, and retention concepts for strategic employees.
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.
Alto Groupe SA
Since 1949 · 11–20 empl.4.0(4)
Alto Groupe SA is an independent insurance broker and provider of fiduciary services. Its activities also include real estate advice and financial planning, as well as support with insurance risks and claims.
DEFI Concepts Sàrl
Since 2023 · 1–10 empl.4.9(8)
DEFI Concepts Sàrl is a company whose website mainly provides contact details and online appointment booking. The page also links to the main domain deficoncepts.ch and to social media profiles.
B-Conseil Global Sàrl
Since 2005 · 1–10 empl.5.0(4)
B-Conseil Global Sàrl advises and supports individuals with wealth management, real estate, inheritances and mediation, as well as insurance and banking matters. It also provides support with financial and family affairs.
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.
ATHEMIS GESTION SA, succursale de La Chaux-de-Fonds
Since 2013 · 21–50 empl.4.0(8)
ATHEMIS GESTION SA, succursale de La Chaux-de-Fonds operates in notarial services, fiduciary and accounting services, taxation, and wealth advisory. Its services include business administration, tax planning, and advice on business succession and asset planning.
Immofisc Sàrl
Since 2022 · 1–10 empl.
Immofisc Sàrl advises businesses, individuals and real estate investors on financial, tax, legal and inheritance matters. Its services include support with business formation and financing, as well as advice and assistance with property purchases, sales and investments.
Squar SA Partenaires Associés
Since 2000 · 1–10 empl.5.0(2)
Squar SA Partenaires Associés provides financial planning and advisory services to individuals, businesses and self-employed clients. Its services include pension and retirement planning, insurance brokerage and advice, wealth and tax planning, and support with property projects and financing.
Lion Business Sàrl
Since 1996 · 1–10 empl.5.0(1)
Lion Business Sàrl is a fiduciary services firm supporting individuals, self-employed people and SMEs with accounting, tax matters and business management. It also provides personal financial and budgeting advice, as well as property administration and tax support for real estate transactions.
CIC Conseillers en Investissements du Château SA
Since 1982 · 11–20 empl.5.0(1)
CIC Conseillers en Investissements du Château SA is an insurance broker and financial intermediary serving businesses and individuals. Its services include insurance and occupational pension advice, financial and investment products, wealth management, and mortgage and real estate services.
Jeti Conseil - Assurances des Montagnes Neuchâteloises Sàrl
Since 2023 · 1–10 empl.
Jeti Conseil - Assurances des Montagnes Neuchâteloises Sàrl advises individuals and businesses on insurance, pension provision and financial investments. Its services include home, business and life insurance, as well as property financing and credit solutions.
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.
3S Conseils Sàrl
Since 2025 · 1–10 empl.
3S Conseils Sàrl advises individuals on Swiss tax matters and cross-border taxation between France and Switzerland. Its services include support with tax returns and social security contributions, as well as financial and investment advice, retirement planning and advice on furnished rental properties.
Avenue Advisory Sàrl
Since 2025 · 1–10 empl.
Avenue Advisory Sàrl is an independent private markets advisory firm that supports families with their investment strategy and access to private equity and private debt. It sources opportunities and connects clients with funds and companies, with a focus on long-term value creation and impact in areas including climate, the energy transition, healthcare and food.
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.
CIR Group Finance Sàrl
Since 2026 · 1–10 empl.
CIR Group Finance Sàrl is an independent financial intermediary and mortgage broker. It assesses and compares financing offers from banks and insurers, and advises clients on property financing, family protection, pension planning and retirement.
BT Finance SA
Since 1998 · 1–10 empl.
BT Finance SA is an independent financial company specialising in wealth management and investment advice. Its services include portfolio management, retirement and pension solutions, and thematic funds.
Bureau-conseils NICO Sàrl
Since 2004 · 1–10 empl.
Bureau-conseils NICO Sàrl provides insurance and financing advice and offers real estate services, including property sales, purchases and apartment rentals. Its services also include retirement planning and renovations.
PGP Sàrl
Since 2008 · 1–10 empl.
PGP Sàrl brokers insurance and advises on pensions, health, life and property insurance, as well as financial planning. Its real estate services include property valuations, sales, purchase assistance and property management.
Sofos Management Sàrl
Since 2011 · 11–20 empl.
Sofos Management Sàrl advises high-net-worth individuals and businesses on financial solutions, structures funding for projects, and develops tax-optimised financial strategies.
Kaufmann Immobilier - Finance Sàrl
Since 2021 · 1–10 empl.
Kaufmann Immobilier - Finance Sàrl provides financial planning and real estate brokerage services. It advises clients on property sales and offers properties for rent and sale.
Capvie Sàrl
Since 2025 · 1–10 empl.
Capvie Sàrl advises individuals on assessing and planning real estate projects. It provides independent, personalized guidance to help clients understand their financial situation and evaluate potential property purchases.
NextView Invest SA
1–10 empl.
NextView Invest SA advises businesses and individuals on financial and wealth matters. Its services include investment strategy, real estate and pension planning, business consulting, financing, tax advice and M&A.
Fernand-Paul Vermot
Since 1994 · 1–10 empl.
Optissimmob Sàrl
Since 1999 · 1–10 empl.
Pierre Dürrenberger Conseiller financier
Since 1999 · 1–10 empl.
Bénédict Geering
Since 2005 · 1–10 empl.
A ALTRA Sàrl
Since 2005 · 1–10 empl.
Philippe Etienne, économiste
Since 2005 · 1–10 empl.
Marc Monnat, assurances, prévoyance et finance
Since 2007 · 1–10 empl.
FCF Fiduciaire Claude Francey Sàrl
Since 2007 · 1–10 empl.
VZ VermögensZentrum AG, succursale Neuchâtel
Since 2008 · 1–10 empl.
Expertise Fiscale Helbling Sàrl
Since 2011 · 1–10 empl.
Daniel Carlino Business Concept
Since 2012 · 1–10 empl.
Allfinco Sàrl
Since 2012 · 1–10 empl.
Novikoo Sàrl
Since 2013 · 1–10 empl.
Financial advisor in the Canton of Neuchâtel
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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