Financial advisor in
Oftringen

A.M. Beratung GmbH

Since 2011 · 1–10 empl.·4.5(25)

A.M. Beratung GmbH provides independent insurance and financial advice to individuals, families and SMEs. Its services include insurance comparisons, retirement and risk planning, tax returns, basic bookkeeping, and budgeting, mortgage and financing advice.

swissvorsorge AG Unabhängige Finanz- und Versicherungsdienstleistung

Since 2005 · 1–10 empl.·4.8(4)

swissvorsorge AG Unabhängige Finanz- und Versicherungsdienstleistung provides independent financial, retirement-planning and insurance advice to private clients, SMEs, physicians and dentists. Its services include pension planning, insurance solutions, investments and financing.

wups.ch GmbH

Since 2023 · 1–10 empl.

wups.ch GmbH provides advisory services in insurance, retirement planning and financial assets. Its services include budget optimisation, advice on insurance and investments, pension planning, and completing tax returns.

Krone Finanz GmbH

Since 2023 · 1–10 empl.

Krone Finanz GmbH is an independent financial and insurance broker advising private and business clients on insurance, retirement provision and financial solutions. Its services include insurance comparisons, analysis and adjustment of coverage, tax advice and assistance with tax returns.

Swiss Life Select Schweiz AG, Zweigniederlassung Oftringen

Since 2026 · 1–10 empl.

Swiss Life Select Schweiz AG, Zweigniederlassung Oftringen advises private households on financial planning, pension provision and insurance. It develops individual financial plans and offers solutions based on products from selected partner companies.

Branger Hofer & Partner AG

Since 2021 · 1–10 empl.

FinVor GmbH

Since 2024 · 1–10 empl.