Financial advisor in
Steinhausen

Loyal Group GmbH

Since 2018 · 1–10 empl.·4.8(59)

Loyal Group GmbH advises on and brokers services in finance, trade and insurance. Its activities include investment advice, asset protection and individual pension planning.

Swiss Life Generalagentur Zug, Steinhausen, Christian Furrer, Generalagent

Since 2020 · 11–20 empl.

Swiss Life Generalagentur Zug, Steinhausen, Christian Furrer, Generalagent advises individuals and businesses on pension planning and financial matters, and offers investment solutions. Its services also include real estate advice and the brokering of insurance and financial products.

Greenlock AG

Since 2021 · 1–10 empl.

Greenlock AG provides independent oversight and analysis services for private wealth. Its services include fee benchmarking and optimization, investment performance audits, private equity and venture capital portfolio analysis, and monitoring of real estate assets and risks.

Fidfinvest Financial Services AG

Since 2002 · 1–10 empl.

Fidfinvest Financial Services AG is a financial services company. The website provides only very limited information about its specific range of services.

von Bergen Solution AG

Since 2023 · 1–10 empl.

von Bergen Solution AG advises on wealth building, investments and cash flow strategies, and offers mentoring and retirement planning. Its services include reviewing clients’ financial situations and developing individual action plans.

Elfina GmbH

Since 2023 · 1–10 empl.

Elfina GmbH provides financial and pension planning advice for individuals. It prepares financial and pension plans and advises on topics including retirement planning, taxes, pillar 3a, AHV/IV, home ownership and financing; accounting is also among its areas of activity.

Ynoves AG

Since 2024 · 11–20 empl.·5.0(2)

Ynoves AG provides fiduciary and advisory services to businesses and private individuals. Its services include accounting, tax advice, payroll administration and audits, as well as advice on pension planning, estate planning and personal finances.

Sunstone Vermögen & Treuhand AG

Since 2002 · 1–10 empl.

Sunstone Vermögen & Treuhand AG provides fiduciary and wealth management services. Its activities include bookkeeping, financial statements, company formation and domiciliation, as well as tax advice, financial planning and the management of assets and investments.

ALMS Capital AG

Since 2020 · 1–10 empl.

ALMS Capital AG acts as an intermediary between companies seeking financing and investors, connecting them with capital markets. It provides international investment solutions, financial advice and tailored products, including for growth sectors such as technology, healthcare and energy.

Beat J. Bürli

Since 2000 · 1–10 empl.

Erich Heini

Since 2001 · 1–10 empl.

Inspirant (Schweiz) GmbH

Since 2003 · 1–10 empl.