Financial advisor in the
Canton of Valais

SeGaM Sàrl

Since 2018 · 1–10 empl.

SeGaM Sàrl provides accounting, secretarial and tax services for individuals and businesses. Its services include payroll and financial accounting, tax returns, property management, and advice on real estate financing, pensions, insurance, asset management and succession.

KV Consulting Sàrl

Since 2020 · 1–10 empl.·5.0(7)

KV Consulting Sàrl provides insurance brokerage for individuals and businesses, along with advice on private and occupational provision, financial matters and taxes. It also assists with property purchases and sales, mortgages and business creation.

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.

Fidu-Online Sàrl

Since 2009 · 11–20 empl.·3.5(21)

Fidu-Online Sàrl is a multidisciplinary fiduciary firm serving businesses and private individuals. Its services include accounting, payroll and VAT administration, tax and financial advice, insurance and pension planning, and property management and financing.

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.

My Tangram Sàrl

Since 2020 · 1–10 empl.

My Tangram Sàrl provides financial advice and planning on pensions, retirement, saving and wealth structuring. Its services also include guidance on the Swiss pension system and investment options.

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.

JG Conseils Sàrl

Since 2020 · 1–10 empl.

Swiss Life Select Schweiz AG, Zweigniederlassung Brig

Since 2024 · 1–10 empl.·4.7(13)

Swiss Life Select Schweiz AG, Zweigniederlassung Brig provides financial and insurance advice. Its services include financial planning, wealth management and retirement planning, as well as advice on life, health, property and motor insurance.

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.

Conseils.ch - Gestion de patrimoine SA

Since 2006 · 1–10 empl.·3.7(3)

Conseils.ch - Gestion de patrimoine SA provides advice and services in wealth management, capital investments, property financing, retirement and tax planning, and fiduciary administration. Clients’ financial asset management is delegated to its parent company, Helvetic Investor Group SA.

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.

MB Gestion Conseil Sàrl

Since 2011 · 1–10 empl.·4.3(6)

MB Gestion Conseil Sàrl provides advisory and administrative services in finance, insurance and taxation. Its services include financial planning, pension advice, mortgage financing, investment guidance and tax return preparation.

Fides Conseils Sàrl

Since 2007 · 1–10 empl.·4.7(3)

Fides Conseils Sàrl is an independent financial advisory and services company. Its services include family provision, mortgages, inheritance and matrimonial planning, tax planning, retirement planning and financial investments.

Swiss Private Office Sàrl

Since 2022 · 1–10 empl.

Swiss Private Office Sàrl provides independent wealth advice and financial services. It arranges and supports alternative investments in agroforestry, real estate, precious metals and land-based aquaculture, and advises clients on pensions, financial planning and property financing.

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.

BonVesting SNC

Since 2024 · 1–10 empl.·5.0(5)

BonVesting SNC provides multi-family office services covering taxation, finance, pensions, mortgages and business management. Its offerings also include a participatory financing platform and financial training.

SwissAlps Consulting Sàrl

Since 2024 · 1–10 empl.

SwissAlps Consulting Sàrl is an independent insurance broker and advisory firm. It arranges insurance and advises on pension planning, financial planning, investments, wealth management and mortgages.

GRG CONSEILS FINANCIERS Sàrl

Since 2017 · 1–10 empl.·5.0(1)

GRG CONSEILS FINANCIERS Sàrl provides advice on financial planning, taxes, mortgages, pension provision and insurance. Its services include personal, comprehensive advice tailored to clients’ circumstances and goals.

Swiss Life Select Schweiz AG, succursale de Sion Est

Since 2026 · 11–20 empl.

Swiss Life Select Schweiz AG, succursale de Sion Est provides personalised financial advice on building and managing wealth, insurance, health and retirement provision, and mortgages.

Providia Sàrl

Since 2025 · 1–10 empl.

Providia Sàrl is an independent wealth advisory firm. It advises on investments and occupational pensions, analyses portfolios and funds, and develops long-term investment strategies.

Resolve SA, succursale de Sion

Since 2026 · 1–10 empl.

Resolve SA, succursale de Sion advises clients on mortgages for property purchases and financing. Its services also include pension and insurance advice, and tax optimisation related to real estate.

Raphaël Jordi, Finance Lab

Since 2025 · 1–10 empl.

Raphaël Jordi, Finance Lab provides independent, fee-based financial and retirement planning. Its advice covers areas including pension provision, tax, assets, property and succession, without selling financial products.

Overall SA, succursale de Martigny

Since 2026 · 1–10 empl.

Overall SA, succursale de Martigny, operates as an independent insurance broker, advising individuals and businesses on insurance, retirement provision and financing. Its services also include financial planning, mortgage financing, company formation and support for SMEs.

The Alpine Desk Sàrl

Since 2026 · 1–10 empl.

The Alpine Desk Sàrl advises and supports international families and individuals planning to establish themselves in Switzerland. Its services include coordinating residency and immigration matters, legal structuring, relocation, tax planning, and property and education considerations.

mali finance gmbh

Since 2026 · 1–10 empl.

mali finance gmbh is an independent broker for insurance and financial services. It analyses and manages risks, develops insurance solutions for businesses and individuals, and provides services including pension and financial planning, occupational benefits advice and claims management.

Programme Odyssée Sàrl

Since 2026 · 1–10 empl.

Programme Odyssée Sàrl provides training and individual support in long-term stock-market investing. Its programmes cover topics including ETFs, shares, and Swiss tax and pension considerations.

Documenta Sion Gmbh

Since 1993 · 1–10 empl.

Documenta Sion Gmbh provides independent advice on financial and retirement planning and tax optimisation. Its services also include assistance with voluntary tax disclosures and tax domiciliation.

Karin Julen Consulting GmbH

Since 2016 · 1–10 empl.

Karin Julen Consulting GmbH provides coaching and financial advice for individuals and businesses. Its advisory services cover areas such as retirement planning, wealth strategy, self-employment, succession planning and managing change.

Maloc-Immo Sàrl

Since 2016 · 1–10 empl.

Maloc-Immo Sàrl is a real estate company that manages condominium properties and rental buildings. Its services also include property investment and brokerage, as well as financial and tax advice.

LBY Consulting Sàrl

Since 2018 · 1–10 empl.

LBY Consulting Sàrl is an independent advisory firm providing wealth solutions to international clients, with a focus on private wealth. Its services also cover real estate acquisition and insurance solutions.

Sans Tracasserie Sàrl

Since 2023 · 1–10 empl.

Sans Tracasserie Sàrl provides individuals with support for administrative and financial matters. Its services include handling paperwork and correspondence, preparing tax returns, budgeting, help with digital tools, and guidance on asset management.

Duay Financial Coaching Sàrl

Since 2026 · 1–10 empl.

Duay Financial Coaching Sàrl provides financial coaching and investment advice. It helps individuals and businesses understand their finances and develop investment strategies aligned with their goals, including support through life changes, retirement planning and starting a business.

FINOV Sàrl

Since 2026 · 1–10 empl.

FINOV Sàrl brokers and advises on mortgage financing, comparing offers from banks and insurers. It also provides pension reviews, advice on financing and retirement strategies, and support with death and disability coverage.

GENEVA FINANCIAL SOLUTIONS SA, succursale de Montagnier

Since 2026 · 1–10 empl.

GENEVA FINANCIAL SOLUTIONS SA, succursale de Montagnier provides tax and administrative support for individuals, as well as financial planning for pensions, property and estates. Business services include accounting, payroll, tax services and corporate structuring.

SwitzerLanz.swiss SA

Since 2026 · 1–10 empl.

SwitzerLanz.swiss SA is an independent advisory holding providing strategic, board and investment advisory services. It advises on matters including strategy, corporate finance, governance and capital, provides access to digital health monitoring technology, and offers properties for sale.