Financial advisor in
Wädenswil

8 companies in Financial advisor based in Wädenswil — name and year of registration from the commercial register. The list below shows them all.

Companies

All 8 companies in Wädenswil

Flammer u. Partner Versicherungstreuhand GmbH

Since 2008 · 1–10 empl.5.0(8)

Flammer u. Partner Versicherungstreuhand GmbH provides independent advice and support in insurance, pension planning and wealth management. It assists SMEs throughout their development, from start-up to handover, and arranges solutions through partners in the insurance, pension and wealth sectors.

Financial advisorInsurance advisoryWealth management adviceProvision planning advice

CONVESTRO AG

Since 2015 · 1–10 empl.

CONVESTRO AG is an independent wealth manager and financial adviser serving private clients and institutional investors. Its services include individual investment strategies, Pillar 3a and vested benefits solutions, and fixed income and credit advice and mandates.

Asset managerFixed Income Advisory

mh treuhand und finanzberatung - Marco Heldner

Since 2008 · 1–10 empl.1.0(1)

mh treuhand und finanzberatung - Marco Heldner provides independent financial and investment advice and asset management. Its services also include advice on inheritance, wills and real estate; tax returns and bookkeeping are handled in cooperation with Heldner Treuhand.

Asset managerWealth management mandateInvestment adviceAdvice across the entire financial sector

F+

Fröbel + Co

Since 1999 · 1–10 empl.

Administrative services

No score yet D-

DISTI - Consulting Distelbacher

Since 2002 · 1–10 empl.

Financial advisor

No score yet WT

WINNOLO Trading Systems / P.J. Estermann IEIC

Since 2003 · 1–10 empl.