Financial advisor in
Wallisellen

Dikany Insurance Center AG

Since 2015 · 11–20 empl.·4.6(56)

Dikany Insurance Center AG is an independent insurance broker offering advice on insurance, health insurance and pension planning. Its services also include mortgage advice, assistance with tax returns and tailored insurance solutions for small and medium-sized businesses.

glimex ag

Since 1986 · 1–10 empl.·4.4(153)

glimex ag advises private clients on insurance and financial matters. Its services include reviewing, comparing and managing insurance policies, as well as advice on pensions, mortgages and tax returns.

Virtus 360 GmbH

Since 2020 · 1–10 empl.·4.9(82)

Virtus 360 GmbH provides fiduciary and accounting services for individuals and businesses. Its services include financial and payroll accounting, tax advice, administrative support, and advice and administration related to insurance.

kaspar.ch ag

Since 1987 · 1–10 empl.

kaspar.ch ag advises families, individuals, legal entities and foundations on financial, wealth and estate planning, and provides related services. The company also manages assets.

Sunny Company GmbH

Since 2009 · 1–10 empl.

Sunny Company GmbH provides services in insurance, finance, pension planning, legal and tax advice, and real estate brokerage. Its sports-related activities include consulting, management and intermediary services, as well as organising and running events.

Rocha Finanz GmbH

Since 2019 · 1–10 empl.·4.5(8)

Rocha Finanz GmbH arranges personal loans and compares offers from banks and insurers. Its services also include health insurance comparisons, insurance and pension advice, tax return preparation, and consulting for self-employed people and small businesses.

KUVA-Steuerspezialist GmbH

Since 2013 · 1–10 empl.·4.0(4)

KUVA-Steuerspezialist GmbH advises businesses and individuals on tax and financial matters. Its services include tax planning, bookkeeping and payroll administration, personnel consulting, and support with company formation and financial planning.

INZURRO GmbH

Since 2023 · 1–10 empl.

INZURRO GmbH provides tax and insurance advisory services for individuals and families. Its services include tax return preparation, tax assessment reviews, NOV checks, Pillar 3a optimisation and advice on a range of insurance products.

Fiscura AG

Since 2025 · 1–10 empl.

Fiscura AG provides tax, insurance and pension-planning services for individuals and businesses. Its services include preparing tax returns, advising on and reviewing insurance coverage, and planning for retirement and financial protection.

UNYVERSE KLG

Since 2026 · 1–10 empl.

UNYVERSE KLG provides families with financial coaching and personalised travel planning. Its services also include digital travel and budgeting resources, and memberships offering ongoing support with family finances and travel.

ST Finanzpartner GmbH

Since 2026 · 1–10 empl.

ST Finanzpartner GmbH advises private and business clients on health insurance, other insurance and pensions, comparing offers from multiple providers. It brokers insurance and advises on wealth building; mortgages and tax returns are handled through external partners.

Peter G. König, Swiss Asset Advisory Services

Since 2004 · 1–10 empl.