Financial advisor in
Sion

Inved SA

Since 2019 · 11–20 empl.·5.0(313)

Inved SA provides real estate investment advice, property valuations and strategic support for real estate projects. It analyses market opportunities, returns and risks, and offers selected investment opportunities, an investment platform, a calculator and real estate training.

Loyalty conseils en patrimoine Sàrl

Since 2014 · 1–10 empl.·5.0(205)

AF-Conseils Sàrl

Since 2005 · 1–10 empl.·5.0(5)

AF-Conseils Sàrl advises individuals and businesses on financial, tax and insurance matters. Its services include financing advice, financial and wealth planning, and administrative and accounting support for businesses.

Swiss Life, Agence générale de Sion-Valais romand, Martin Indermitte, Agent Général

Since 2019 · 21–50 empl.

Swiss Life, Agence générale de Sion-Valais romand, Martin Indermitte, Agent Général is a Swiss Life general agency offering personal advice on pensions and financial matters. Swiss Life’s services include investments, property and mortgages.

Premium Broker Center Sàrl

Since 2018 · 1–10 empl.

Premium Broker Center Sàrl arranges mortgages and insurance and provides financial planning and advice on wealth management, pensions and taxes. Its services include support with property financing and selecting insurance and investment solutions.

Aymon Fiduciaire & Conseil SARL

Since 2019 · 1–10 empl.

Aymon Fiduciaire & Conseil SARL provides fiduciary services, prepares tax returns and handles general and commercial accounting. Its services also include tax advice, financial and wealth planning in banking, insurance and real estate, and support for businesses and individuals.

Premium Conseil - Pralong Jean Paul

Since 2017 · 1–10 empl.

Premium Conseil - Pralong Jean Paul provides financial advice on mortgages, wealth management and broader financial planning. Its advisory services also cover insurance, pensions and taxation.

Del Conseils SA

Since 2021 · 1–10 empl.

Del Conseils SA is an independent consultancy providing financial and retirement planning, insurance advice, accounting and tax services. It advises individuals and businesses, supports business start-ups, and handles property transactions, rentals and management.

Mabillard Assurances SA

Since 2021 · 1–10 empl.·5.0(5)

Mabillard Assurances SA is an insurance brokerage serving individuals and businesses, arranging coverage across areas including liability, property, motor, health and pension insurance. It also provides advice on financial planning, investments, mortgages and claims.

WA Risk Solutions SA, succursale de Sion

Since 2025 · 11–20 empl.

WA Risk Solutions SA, succursale de Sion is an independent insurance broker serving individuals and businesses, with a focus on insurance, pension provision and financing. It advises on insurance coverage and risk management and assists with policy administration and claims.

Switzerland Investment Consulting Sàrl

Since 2022 · 1–10 empl.

Switzerland Investment Consulting Sàrl advises and assists clients with investments in Switzerland. Its services include commercial and residential property, asset management, investment in start-ups, and support with establishing or acquiring a company.

Profectus Sàrl

Since 2008 · 1–10 empl.·5.0(1)

Profectus Sàrl is a fiduciary services company serving individuals, self-employed people and businesses. Its services include accounting, tax and payroll support, business management advice, wealth planning, insurance, pension planning, retirement planning and mortgage financing.