Financial advisor in
Rotkreuz

Armida Finance AG

Since 2019 · 11–20 empl.·4.7(143)

Armida Finance AG is an independent financial services provider advising individuals on financial planning, wealth building, pensions, insurance and taxes. Its services also include savings and investment solutions and mortgage advice.

Neutrass AG

Since 1995 · 51–100 empl.·5.0(8)

Neutrass AG is an independent insurance broker serving businesses, public institutions and private clients. It advises on insurance, pension provision and financial matters, assesses risks and insurance portfolios, and assists with portfolio management and claims.

niceadvice GmbH

Since 2009 · 1–10 empl.·5.0(5)

niceadvice GmbH develops financial software and custom Excel applications, and provides financial and business consulting and project management services. Its offerings include TaxWare, software for tax calculation and planning, as well as pension and financial planning.

ARPHUS Finanzdienstleistung AG

Since 2000 · 1–10 empl.

ARPHUS Finanzdienstleistung AG provides insurance advice and brokerage, as well as financial, retirement and tax planning. Its other services include fiduciary and accounting services, asset management, and property management and sales.

ARISCO Holding AG

Since 2002 · 1–10 empl.

ARISCO Holding AG provides risk management and insurance and pension consulting for businesses and institutions. Its services for private individuals include wealth advice and financial planning.

B-R & H Finance SA

Since 2004 · 1–10 empl.

B-R & H Finance SA is a wealth manager offering private wealth management, financial advice and asset analysis. Its services also include family-office support and advice on tangible assets and private equity investments.

ZGRAGGEN & Partner AG

Since 2015 · 1–10 empl.

ZGRAGGEN & Partner AG is an independent consultancy specialising in tax law, fiduciary services, accounting and payroll administration. It also advises on real estate, corporate governance and valuation, succession and estate planning, and family office matters.

med Beratung Schweiz AG

Since 2017 · 1–10 empl.

med Beratung Schweiz AG is a fiduciary firm for medical professionals. It advises on setting up, acquiring and transferring medical practices, and provides financial and tax advice, bookkeeping, payroll services and family office services.

Rolf Simmen Consulting AG

Since 2009 · 1–10 empl.

D&R Partnersgroup GmbH

Since 2023 · 1–10 empl.·4.8(22)

D&R Partnersgroup GmbH brokers residential properties in Germany for Swiss investors and supports them with financing. Its services include helping clients select investment properties and arranging tailored financing options.

AA Group Financial Consulting AG

Since 2009 · 11–20 empl.·4.8(5)

AA Group Financial Consulting AG advises private and business clients on insurance, pension planning, investments and financing. Its services for businesses include risk assessments, support with company formation, insurance administration and assistance with claims.

Swiss First Broker Partners AG

Since 2014 · 1–10 empl.·5.0(1)

Swiss First Broker Partners AG advises businesses and private clients on insurance brokerage, including the selection, management and review of insurance solutions. Its services also include financial and pension planning and assistance with claims.