Financial advisor in
Wettingen

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

Companies

All 12 companies in Wettingen

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH

Since 1997 · 1–10 empl.

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH provides financial planning and asset management. Its services include financial, retirement and pension planning, as well as advice on investments, taxes, estate matters and home ownership.

Asset managerFinancial planningRetirement provision planningPension planning

Dreier Consulting GmbH

Since 2002 · 1–10 empl.

Financial advisorOrganic winesOrganic olive oilBalsamic vinegar

Beratungs-Center Epochal GmbH

Since 2004 · 1–10 empl.

Beratungs-Center Epochal GmbH provides fiduciary and consulting services to individuals and businesses. Its services include bookkeeping, tax returns and tax advice, as well as insurance, pension and business consulting.

AccountantTax returns and tax adviceAccounting and bookkeepingBusiness consulting

CT Croket Treuhand

Since 1998 · 1–10 empl.4.3(6)

CT Croket Treuhand provides fiduciary and business advisory services to SMEs, including accounting, tax advice and support with company formation. Its services also cover financial and investment advice, retirement planning and business valuations; audits and statutory reviews are carried out in cooperation with a partner firm.

Management consultantTrust and business consultingTax consultingFinancial consulting

Fokus Partner AG

Since 1999 · 11–20 empl.5.0(2)

Fokus Partner AG provides services in insurance, finance, tax and fiduciary matters.

Financial advisorInsurance consultingPersonal provision adviceLife planning

STEFAN WEBER VorSorgePlanung

Since 2022 · 1–10 empl.5.0(1)

STEFAN WEBER VorSorgePlanung advises individuals on financial and retirement planning, including pension planning and tax optimisation. Its services also include tax return preparation and asset management solutions.

Financial advisorPension planningTax advice and tax returnAsset management

Novera Group GmbH

Since 2026 · 1–10 empl.

Novera Group GmbH provides insurance and risk management services as well as pension advice. Its services include insurance analysis, claims management, bookkeeping, tax returns and financial advice for private and business clients.

AccountantInsurance ManagementClaims Management and Claims HandlingFiduciary Services