Financial advisor in
Winterthur

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

Companies

All 45 companies in Winterthur

Kaiser Buchhaltungen AG

Since 2004 · 1–10 empl.4.6(9)

Kaiser Buchhaltungen AG is a fiduciary and accounting firm serving businesses and private individuals. Its services include financial and management accounting, payroll, annual accounts, tax advice, company formation, and financial and property advice.

AccountantFinancial accountingManagement accountingAnnual financial statements

RCAP Commodities AG

Since 2022 · 1–10 empl.5.0(23)

RCAP Commodities AG invests in start-ups with a long-term perspective, providing equity or debt financing, strategic advice and access to a network of experts. Its services also include advice on long-term asset accumulation and index investing.

Financial advisorConsulting and training for passive incomeConsulting for long-term wealth building

Dimovera Nachlasstreuhand GmbH

Since 2014 · 21–50 empl.4.1(17)

Dimovera Nachlasstreuhand GmbH is a fiduciary firm specialising in executing wills, representing heirs and administering estates. It assists heirs with organisational and administrative tasks after a death, including funeral arrangements and the division of an estate.

Other servicesTestamentary executionRepresentation of heirsEstate administration

Winterthur Consulting Group AG

Since 2007 · 11–20 empl.5.0(2)

Winterthur Consulting Group AG is an independent financial advisory firm specialising in asset management and investment advice. Its services also include rules-based equity portfolio management, asset analysis and consolidation, pension asset management, financial planning and property financing.

Asset managerAsset ManagementInvestment AdvisoryRules-Based Portfolio Management

Crea Treuhand AG

Since 2000 · 1–10 empl.

Crea Treuhand AG provides fiduciary and business consulting services. Its activities include financial and payroll accounting, VAT and tax advice, personnel administration, business planning, financing advice and succession planning.

Management consultantFiduciary servicesManagement consultingPrivate financial planning

Merz Consulting GmbH

Since 2001 · 1–10 empl.

Merz Consulting GmbH advises educational institutions on educational innovation, digital transformation, leadership and change processes. It also provides financial and business consulting for companies, self-employed people and private individuals, including support with accounting, taxes, real estate and business development.

AccountantFinancial ConsultingFutureEd-, Digital Leadership Solutions

Visual Finance Gion Reto Capaul

Since 2002 · 1–10 empl.

Visual Finance Gion Reto Capaul is an independent consultancy advising on and assessing bonds and stock market risks. It also offers seminars on investing.

Financial advisorAdvisory and valuation of bondsAdvisory on stock market risksInvestment seminars

AH Finanz GmbH

Since 2002 · 1–10 empl.

AH Finanz GmbH provides independent advice on financial and pension planning, taxes, mortgages, and retirement and estate planning. Its services also include wealth management and sustainable investments, with wealth management provided through its partner Swiss Wealth Consulting AG.

Asset managerAsset managementSustainable investmentsFinancial and pension planning

ibergstutz ag

Since 2005 · 1–10 empl.

ibergstutz ag develops concepts, content, digital tools and solutions related to investment markets and financial education. Its activities include a global fund model portfolio, a systematic stock-selection technology, and publications on markets and portfolios.

Management consultantEquity portfoliofactorflow®Risk profiling tool

MOREILLON Finanzberatung + Vermögensplanung GmbH

Since 2012 · 1–10 empl.

MOREILLON Finanzberatung + Vermögensplanung GmbH provides independent advice on mortgages and financial matters. It has no proprietary products and tailors its advice to clients’ individual needs.

Financial advisorMortgage adviceFinancial adviceWealth planning

neidhart rüttimann & partner ag

Since 2017 · 11–20 empl.

neidhart rüttimann & partner ag provides independent financial and fiduciary advisory services, with a focus on physicians, dentists and businesses. Its services include financial and retirement planning, pension and insurance advice, financing, tax services, accounting and personnel administration, as well as support with setting up and transferring medical practices.

AccountantFinancial planningRetirement planningInsurance optimisation

a-ja.ch / andreas jawork

Since 2019 · 1–10 empl.

a-ja.ch / andreas jawork provides services as an independent theologian and financial provision adviser. Its services include personal conversations, spiritual guidance and mediation, as well as advice on personal, family and business provision, wealth provision and investments.

CoachProvision advisorySpiritual and religious guidance

Finanzhandwerk GmbH

Since 2013 · 11–20 empl.5.0(2)

Finanzhandwerk GmbH is an independent advisory firm serving individuals, businesses and medical professionals. Its services include advice on insurance, pensions, taxes, inheritance and succession, property, investments and financing, as well as company formation, accounting and liquidity management.

AccountantInsurance advisory and brokerageRetirement and protection advisoryTax advisory

magnusson.ch

Since 2004 · 1–10 empl.5.0(2)

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Financial advisor in
Winterthur