Financial advisor in the
Canton of Vaud

Advice Group SA

Since 2021 · 11–20 empl.·4.5(105)

Advice Group SA provides advisory services in insurance, real estate, taxation and pension planning. It assists individuals and businesses with property projects, financing, credit and leasing, as well as financial and tax planning, including advice for cross-border workers.

Artémis Conseils Sàrl

Since 2023 · 1–10 empl.·4.8(37)

Artémis Conseils Sàrl provides fiduciary services for businesses, self-employed people and individuals. Its services include accounting, payroll administration, tax advice, insurance brokerage, financing and real estate.

UAG et associés SA

Since 2014 · 1–10 empl.·5.0(6)

UAG et associés SA is an independent broker and manager of insurance and pension solutions for individuals and businesses. Its services also include advice on real estate and mortgage financing, claims support, Family Office coordination and assistance with business creation.

Art Gestion et Finances SA

Since 2014 · 1–10 empl.·5.0(8)

Art Gestion et Finances SA provides services and advice in accounting, finance and business management. It handles administrative tasks, bookkeeping, and supplier and debtor follow-up, and supports businesses with their development.

JLDA SA

Since 2023 · 11–20 empl.·5.0(17)

JLDA SA is an independent insurance brokerage serving individuals and small and medium-sized businesses. It advises on personal and property insurance, occupational and private pension planning, mortgages, health insurance, financial planning and investments.

QUANTEVIOUR SA

Since 2004 · 11–20 empl.·4.1(9)

QUANTEVIOUR SA provides wealth management and financial advice, focusing on analysis of financial markets and investor behaviour. Its services include investment advice, portfolio analysis, and subscription-based or bespoke analytical services.

BCD Financial Group Sàrl

Since 2018 · 1–10 empl.·4.5(30)

BCD Financial Group Sàrl provides financial and pension advice and independent insurance brokerage for individuals and businesses. Its services include tax returns and tax advice, company formation and accounting, as well as mortgage brokerage and property sales.

Sicuro Finance & Prévoyance Sàrl

Since 2019 · 1–10 empl.·4.6(29)

Sicuro Finance & Prévoyance Sàrl provides financial and pension advice. Its services include pension analyses and retirement financial planning, mortgage financing and renewals, tax advice, and third-pillar life insurance.

LCF Sàrl

Since 2020 · 1–10 empl.·5.0(17)

LCF Sàrl advises individuals and businesses on insurance and pension provision and supports them with related administration. Its services include health, vehicle, life, business and legal protection insurance, as well as tax return assistance.

Préville SA, AGC Consulting

Since 1969 · 1–10 empl.

Préville SA, AGC Consulting advises individuals and businesses on insurance, pensions and risk management, and brokers insurance solutions. It also provides advice on mortgages and financing property purchases.

ELG partners S.A.

Since 1985 · 1–10 empl.

ELG partners S.A. advises individuals and businesses on insurance, finance, wealth management and pension planning. It also arranges mortgage financing and real estate transactions, and offers fiduciary services such as accounting and tax support through a partner.

Sfaeras SA

Since 1985 · 1–10 empl.·5.0(3)

Sfaeras SA advises on insurance and pension provision and provides insurance brokerage and administration services. Its services include professional liability, property and personal insurance, legal protection, and retirement provision analyses.

Schmid & Partenaires Management Services S.A.

Since 1993 · 1–10 empl.

Schmid & Partenaires Management Services S.A. provides independent investment advice and asset management. Its other activities include financial intermediation and developing joint ventures.

MULTI GROUP FINANCE SA

Since 1999 · 1–10 empl.

MULTI GROUP FINANCE SA provides wealth management and financial advisory services. Its activities include portfolio management and investment advice, as well as services related to bonds, equities and ETFs, tax planning and family advisory.

Pittet Associés SA

Since 2000 · 21–50 empl.

Pittet Associés SA advises pension funds, insurance companies and employers on occupational pensions. Its services include actuarial advice, legal advice and investment consulting.

Gepolis S.A.

Since 2001 · 11–20 empl.

Gepolis S.A. provides wealth management and financial advisory services. Its activities include discretionary portfolio management, wealth structuring and family-office services for the administration of clients’ private and professional affairs.

VALAZZA Planification & Gérance de Patrimoines

Since 2002 · 1–10 empl.

VALAZZA Planification & Gérance de Patrimoines provides financial advice and wealth management. Marc-Antoine Valazza is an asset manager authorised by FINMA.

Association Profmed

Since 2005 · 11–20 empl.

Association Profmed is a non-profit association for medical and paramedical professionals. It provides information and advice on insurance, occupational pension provision, tax and financial services, and makes related solutions and services available to its members.

Agence Mendes

Since 2006 · 11–20 empl.

Agence Mendes is an independent insurance broker providing advice on insurance and pension planning. Its services include health, property and vehicle insurance, pension reviews, mortgages and tax returns.

White Lighthouse Investment Management Sàrl

Since 2006 · 1–10 empl.

White Lighthouse Investment Management Sàrl provides investment management and financial planning services. Its activities include managing client portfolios and cross-border financial planning, particularly for clients with connections to Switzerland and the United States.

SOS Courrier Sàrl

Since 2007 · 11–20 empl.

The core activity of SOS Courrier is to provide services in the fields of accounting, business management and insurance consulting for companies and self-employed individuals. This includes, among other things, the preparation of interim and annual financial statements, accounting planning, financial consulting, company formation and management, as well as the brokerage of insurance coverage. The company offers its customers individually tailored solutions and advises them on all financial matters.

MAXECO Sàrl

Since 2007 · 1–10 empl.

MAXECO Sàrl provides financial and insurance advice for individuals and businesses. Its services include insurance brokerage, tax returns, accounting, real estate advice and management, as well as support with financial planning and business finances.

Crottaz Finance

Since 2007 · 1–10 empl.

The core activity of Crottaz Finance is providing financial services and consulting.

Helvetia International SA

Since 2008 · 1–10 empl.

Helvetia International SA is a financial and insurance advisory firm and operates as an insurance broker. It advises individuals and businesses on property financing, insurance, retirement planning, taxes, investments and estate planning.

Best Tax For You Sàrl

Since 2008 · 1–10 empl.

Best Tax For You Sàrl advises wealthy individuals on relocation and on tax, wealth and estate planning. Its services include support with the related procedures in both the former and the new country of residence.

TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne

Since 2009 · 101–500 empl.

TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne distributes insurance and provides financial planning for expatriates and foreign residents in Switzerland. Its services include life assurance, investment and pension planning, and other insurance products.

Patrimoine Conseils SA

Since 2009 · 11–20 empl.

Patrimoine Conseils SA advises on real estate and businesses, providing technical, legal and economic property valuations, company valuations and analyses of investment profitability. Its services also include wealth, succession and pension planning, financing support, and the coordination and management of development and investment projects.

Pamir Fiduciaire & Assurance Sàrl

Since 2010 · 1–10 empl.·4.6(9)

Pamir Fiduciaire & Assurance Sàrl advises individuals and businesses on insurance and financial provision. Its services include health, vehicle, liability and business insurance, as well as assistance with tax returns, credit and mortgages.

Pierre Parvex, Conseil en Patrimoine et Prévoyance

Since 2010 · 1–10 empl.

Pierre Parvex, Conseil en Patrimoine et Prévoyance advises on financial planning, wealth, insurance and retirement provision. Its services include pension analyses, investment advice, real estate financing, and tax and succession planning.

SURECO Investments SA

Since 2011 · 1–10 empl.

SURECO Investments SA is a wealth management firm specializing in asset management, fund advisory and financial planning for private and institutional clients. The company also provides assistance with fund selection and with choosing an appropriate custodian bank.

LGH Financial Strategy - Hauswirth

Since 2011 · 1–10 empl.

LGH Financial Strategy - Hauswirth is a consultancy specialised in asset management for medium-sized fortunes. Services include independent investment advice and mandates (analysis/optimization, advisory, discretionary management), financial planning strategies and assistance with voluntary tax regularisation, supported by legal and tax partners.

SYNAPSIA, Rébecca Michelot

Since 2011 · 1–10 empl.

SYNAPSIA, Rébecca Michelot advises clients on acquiring and valuing gemstones as tangible assets and develops gemstone portfolios. It also provides gemmological expertise and creates bespoke jewellery.

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family-office services for private clients and businesses. Its activities include wealth and investment management, financial and tax advice, mortgage guidance, insurance services, accounting and company formation.

Ficops Sàrl

Since 2013 · 1–10 empl.

Ficops Sàrl is a fiduciary firm providing tax and accounting services to businesses, self-employed people and individuals. Its services also include pension planning and assistance with estate and succession matters.

Dilife & Co SA

Since 2013 · 11–20 empl.

Dilife & Co SA is a financial consultancy that advises individuals on taxation, investments, savings and financial provision. Its services also cover retirement planning and protection solutions.

Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost

Since 2013 · 1–10 empl.

Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost advises on insurance, bancassurance, real estate, wealth, financial products and investments, and provides management and brokerage services. Its services include insurance and pension solutions, property financing and investment planning for individuals and businesses.

Prospert Sàrl

Since 2015 · 1–10 empl.

Prospert Sàrl provides financial education through workshops and courses on personal finance and investing. It also offers individual guidance to help participants build their financial skills and make informed decisions.

PORTALIS CONSULTING Sàrl

Since 2015 · 1–10 empl.

PORTALIS CONSULTING Sàrl advises on legal, tax and wealth-related matters involving France and Switzerland. Its services include support with international relocation, wealth transfers and succession planning, as well as cross-border management of assets and property.