Financial advisor in
St. Gallen

FINWIWO AG

Since 2020 · 11–20 empl.·4.9(587)

FINWIWO AG advises individuals and businesses on insurance, retirement planning, wealth, taxes and mortgages. Its services include comparing and arranging insurance solutions, assistance with tax returns, and financial and pension planning.

ACADEMIX Consult AG

Since 2004 · 1–10 empl.

ACADEMIX Consult AG provides comprehensive financial planning and fiduciary services for individuals and for self-employed and employed medical professionals. Its services include pension, wealth and tax planning, as well as fiduciary and business consulting for medical practices.

Stoffel Sanktgallen

Since 2006 · 1–10 empl.

Stoffel Sanktgallen provides tax, pension and wealth advisory services. Its work includes analysing and planning clients’ tax and pension situations, as well as advising on asset structuring and succession planning.

FEY Audit & Consulting AG

Since 2008 · 1–10 empl.

FEY Audit & Consulting AG provides auditing, accounting and business consulting services. Its work includes audits for companies, municipalities and non-profit organisations, preparation of financial and consolidated statements, and advice on financial reporting, business valuations and management reporting.

Advactum AG

Since 2012 · 1–10 empl.

Advactum AG advises pension institutions and individuals on occupational pensions. Its services include legal and actuarial advice, pension plan design, expert assessments, risk analysis and training for foundation board members.

mcstrew group GmbH

Since 2016 · 1–10 empl.

mcstrew group GmbH provides adult education and management consultancy for small businesses. Its activities also include distributing financial products, financial consulting, and serving on boards of directors, foundation boards and investment committees.

Advocat Finanz AG

Since 2017 · 1–10 empl.

Advocat Finanz AG provides advice on wealth management, financing, investments, real estate and legal matters. Its services are intended for private individuals, businesses, intermediaries and foundations.

Golden Consulting GmbH

Since 2021 · 11–20 empl.

Golden Consulting GmbH provides fiduciary and accounting services for businesses, including payroll administration, tax advice and annual financial statements. Its services also include business insurance, card payment and POS solutions, and personal advice on financial planning, pensions, wealth and mortgages.

Kepi Finanz GmbH

Since 2017 · 1–10 empl.·4.5(15)

Kepi Finanz GmbH provides advice on financing, insurance and tax matters. Its services include credit and insurance consultations, insurance contract brokerage, and assistance with tax returns and tax planning.

Cronberg AG

Since 2002 · 11–20 empl.·5.0(2)

Cronberg AG is an independent financial services provider offering fiduciary services, family office support and wealth management. Its services include investment advice, portfolio management, accounting, tax advice, audits and succession planning.

Complementa AG

Since 1984 · 11–20 empl.·5.0(1)

Complementa AG supports institutional investors in planning, structuring and monitoring their investment and financing processes. Its services include ALM and investment strategy, governance, investment reporting and securities accounting, investment controlling, and multi-custody services.

Claudia Rechsteiner GmbH

Since 2003 · 1–10 empl.·5.0(2)

Claudia Rechsteiner GmbH provides financial planning and advisory services for individuals and businesses. Its services include advice on wealth, budgeting, mortgages, pensions, insurance and taxes, as well as training.