Financial advisor in
Vevey

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.

Cevio Conseils Sàrl

Since 2024 · 1–10 empl.·5.0(23)

Cevio Conseils Sàrl advises clients on insurance and everyday financial matters. It provides insurance comparisons, helps clients review their contracts, and supports them as their circumstances change and they plan their goals.

Marie Lambert Sàrl

Since 2021 · 1–10 empl.

Marie Lambert Sàrl is a consultancy and training business focused on cross-border estate and wealth planning between Switzerland and France. It advises families on the legal and tax aspects of wealth transfers and provides training and a digital estate-planning tool for professionals.

R&C Solutions Assurances Sàrl

Since 2015 · 1–10 empl.·3.7(7)

R&C Solutions Assurances Sàrl advises individuals, self-employed people and businesses on insurance, pension provision and financial investments, and brokers insurance products. Its services also include advice on personal, mortgage and commercial credit, as well as real estate and tax services.

Galeón Invest AG

Since 2017 · 1–10 empl.

Galeón Invest AG is a family office boutique advising private individuals, entrepreneurs, artists and professional athletes on wealth protection, soft-landing and investment matters. Services include asset structuring, establishment of companies, foundations and trusts, international asset protection, and risk and insurance analysis.

Anthalath SA

Since 2001 · 1–10 empl.

La Chaumény Sàrl

Since 2004 · 1–10 empl.

Optimum Finance, Olivier Fahrni

Since 2008 · 1–10 empl.

CH Impro Group SA

Since 2017 · 1–10 empl.

FPD Participations SA

Since 2019 · 1–10 empl.

Bastien Henri Consulting

Since 2023 · 1–10 empl.

VZ Vermögenszentrum AG, succursale de Vevey

Since 2025 · 1–10 empl.