Financial advisor in
Sursee
10 companies in Financial advisor based in Sursee — name and year of registration from the commercial register. The list below shows them all.
All 10 companies in Sursee
PKS Finanz AG
Since 2020 · 1–10 empl.4.9(371)
PKS Finanz AG is an independent insurance broker and financial adviser. It arranges insurance for individuals and businesses, advises on loans and retirement provision, and assists with tax returns and other financial administration.
Tria Consulting AG
Since 2021 · 1–10 empl.5.0(108)
Tria Consulting AG provides independent financial advice to individuals on investments and financial planning. Its services include insurance advice, wealth building, retirement planning, mortgages and home financing, and tax planning.
Provero Treuhand AG
Since 2002 · 1–10 empl.4.4(13)
Provero Treuhand AG provides fiduciary services to businesses and individuals. Its services include tax advice and planning, accounting and payroll administration, pension planning, inheritance advice, business consulting and corporate law support.
Frey Finanz Consulting AG
Since 2008 · 1–10 empl.
Frey Finanz Consulting AG is a financial consulting firm offering independent, holistic financial and retirement planning. Services include advice on wealth management, pension and retirement planning, insurance and health insurance, tax matters, real estate and corporate/SME issues.
Swiss Life, Generalagentur Sursee, Silvan Bucher, Generalagent
Since 2015 · 11–20 empl.
Swiss Life, Generalagentur Sursee, Silvan Bucher, Generalagent intermediates insurance and financial products for the Swiss Life Group and its subsidiaries and partners. The services cover areas including pension provision, retirement planning, investment and wealth management.
Prime Invest AG
Since 2002 · 1–10 empl.5.0(1)
Prime Invest AG is an independent financial advisory firm. Its services include investment and financial planning, pension and insurance advice, retirement planning, mortgage and property financing advice, and guidance on legal arrangements.
BFuture Kowalski
Since 2012 · 1–10 empl.
VZ Vermögenszentrum AG, Zweigniederlassung Sursee
Since 2014 · 1–10 empl.
Sidler & Bürkli Consulting GmbH
Since 2023 · 1–10 empl.
LEBI Consulting GmbH
Since 2023 · 1–10 empl.
Financial advisor in Sursee
Financial advisor in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of November 15, 2026
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