Financial advisor in
Volketswil

Finiens - Excellence in Life Planning AG

Since 2008 · 1–10 empl.

Finiens - Excellence in Life Planning AG advises and supports private individuals with financial and wealth planning, tax, fiduciary and legal matters. Its services bring together financial, tax and legal considerations, including planning for assets and investments.

SWISS FIN LAB GmbH

Since 2016 · 1–10 empl.

The core activity of SWISS FIN LAB GmbH is the development and provision of a software solution called ZOA EXCHANGE, which supports companies in managing EU General Data Protection Regulation (EU GDPR) compliant data requests from affected individuals. The solution offers features such as secure transmission of personal data, management of data requests, provision of transparency and control for affected individuals, as well as compliance with data protection regulations.

Goodlife Beratung GmbH

Since 2024 · 1–10 empl.

Goodlife Beratung GmbH is an independent broker for insurance and capital formation. It advises on health, life and property insurance and provides support with financial planning, retirement provision and wealth building.

Marko Schnick Financial Consulting

Since 2022 · 1–10 empl.

ConsultInFinance Daniel Hausherr

Since 2001 · 1–10 empl.·1.0(1)

ConsultInFinance Daniel Hausherr provides consulting services in the financial sector. The website refers visitors to an information flyer for details about its services.

Simplex Finanz GmbH

Since 2013 · 1–10 empl.

Simplex Finanz GmbH offers consulting services on request.

Freesol GmbH

Since 2016 · 1–10 empl.

Freesol GmbH provides financial coaching on wealth building, retirement planning, real estate and cryptocurrencies, as well as coaching for personal development and health. For businesses, it offers seminars and training in sales, telephone prospecting and communication.

National Swiss Broker GmbH

Since 2014 · 1–10 empl.

Blöchlinger Financial Services Consulting GmbH

Since 2022 · 1–10 empl.