Financial advisor in
Schlieren

Caveo AG

Since 2019 · 11–20 empl.·4.9(128)

Caveo AG provides financial planning and advice for business owners, executives, and specialists. It prepares digital plans covering assets, retirement provision, taxes, insurance, and retirement, and supports their implementation; it also offers wealth management and insurance brokerage.

derfinanzplaner.ch GmbH

Since 2016 · 1–10 empl.

derfinanzplaner.ch GmbH provides fee-based financial and pension planning and business consulting for individuals and companies. It also offers training and seminars on financial planning, retirement provision, taxes and investments.

Cercamondi Finanzen

Since 2021 · 1–10 empl.·5.0(11)

Cercamondi Finanzen provides financial education and individual financial coaching for private individuals. Its content covers topics including budgeting, saving, investing and private pension planning, and is also shared through social media.

Nate Solutions GmbH

Since 2005 · 1–10 empl.

Nate Solutions GmbH provides advisory services in wealth planning, company formation and business management. Its activities also include international trade, trade finance and logistics, as well as investments in luxury real estate.

Orivest GmbH

Since 2023 · 1–10 empl.

Orivest GmbH provides financial and insurance advice, retirement planning and fiduciary services. Its services include wealth and real estate financing planning, bookkeeping, tax advice and support with company formation.

Wertia Finanz GmbH

Since 2026 · 1–10 empl.

Wertia Finanz GmbH is an independent insurance intermediary advising individuals and businesses on insurance and provision. Its services include health, property and legal protection insurance, Pillar 3a and 3b, financial planning, wealth building and tax optimisation.

MABO CONSULTING, Marcel Bodmer

Since 2008 · 1–10 empl.