Financial advisor in
Rolle

LCF Sàrl

Since 2020 · 1–10 empl.·5.0(17)

LCF Sàrl advises individuals and businesses on insurance and pension provision and supports them with related administration. Its services include health, vehicle, life, business and legal protection insurance, as well as tax return assistance.

Terges SA

Since 1983 · 1–10 empl.

Global Private Client Solutions sàrl

Since 2018 · 1–10 empl.

Global Private Client Solutions sàrl is a consultancy that connects qualified professionals with wealth management and fiduciary service providers. Its services include investment consultancy, financial and estate planning, assistance with bank accounts, and real estate and financing solutions.

Kizuni Finance Sàrl

Since 2025 · 1–10 empl.

Kizuni Finance Sàrl advises on property financing, pension planning and insurance cover. It assesses clients’ financial situations, compares financing options and insurance offers, and supports individuals and businesses in planning and adjusting their coverage.

Berry Hodson Investment Education

Since 2020 · 1–10 empl.

Berry Hodson Investment Education provides investment consultancy and education on financial markets and investing. Its services include one-to-one tuition for CFA exams, critical reviews of investment portfolios, and training and process improvement for organisations.

RDConsultancy George Robin Davies

Since 2009 · 1–10 empl.

Alizée SA

Since 2013 · 1–10 empl.

ARCARIUS CAPITAL Sàrl

Since 2018 · 1–10 empl.

LB CONSULTANT BENLATRECHE LAZHAR

Since 2020 · 1–10 empl.

Cerium Partners Sàrl

Since 2023 · 1–10 empl.

AC Assurance Sàrl

Since 2023 · 1–10 empl.

Andreani Advisory

Since 2024 · 1–10 empl.