Financial advisor in the
Canton of Zug

FinanceRock GmbH

Since 2023 · 1–10 empl.·5.0(34)

FinanceRock GmbH provides financial, pension and tax planning, as well as fiduciary services for businesses and individuals. Its services include accounting, payroll administration, tax and legal advice, notarial services, and support with business development and transformation.

COFIGEST IMMOBILIEN AG

Since 2013 · 1–10 empl.·4.2(25)

COFIGEST IMMOBILIEN AG appears on the Cofigest group website; the group’s site describes fiduciary and corporate services such as accounting, company domiciliation, company formation, tax representation (VAT registration) and payroll management.

Swiss Times Fiduciary AG

Since 2024 · 1–10 empl.·4.8(58)

Swiss Times Fiduciary AG provides fiduciary services to individuals, businesses, cross-border commuters and expatriates, including accounting, tax and administrative support. Its services also cover insurance, pension planning, investments, real estate, credit and mortgages.

Secure Invest AG

Since 2021 · 11–20 empl.·4.4(19)

Secure Invest AG brings together activities in investment property, physical precious metals, and financial and insurance solutions. Its services include brokering investment properties in Germany, structured investment in precious metals, financial planning, and insurance advice.

niceadvice GmbH

Since 2009 · 1–10 empl.·5.0(5)

niceadvice GmbH develops financial software and custom Excel applications, and provides financial and business consulting and project management services. Its offerings include TaxWare, software for tax calculation and planning, as well as pension and financial planning.

via bonum AG

Since 2020 · 11–20 empl.·5.0(6)

via bonum AG advises on wealth protection, custody and growth, and offers investment concepts involving physical precious metals, technical metals, rare earths, gemstones and art. Through its academy, the company also provides financial education covering topics such as investments and retirement provision.

FINIM AG

Since 1975 · 11–20 empl.

FINIM AG provides advice and support on private pensions, retirement planning, insurance, taxes and wealth building. Its services also include home financing as well as fiduciary and sales support.

Pawex AG

Since 1989 · 1–10 empl.

Pawex AG is an independent insurance intermediary and financial advisory firm serving individuals and businesses. Its services include pension and retirement planning, wealth advice and management, insurance, property financing, and tax and legal services.

OVB Vermögensberatung (Schweiz) AG

Since 1993 · 11–20 empl.

The company's core activity is wealth advisory and financial planning for private individuals and companies. The company offers individual consulting services to support customers in planning and implementing their financial goals. This includes analyzing the financial situation, developing financial solutions, and selecting suitable financial products such as insurance, loans, and capital investments.

ZUF Zentrum für unabhängige Finanzberatung GmbH

Since 1997 · 1–10 empl.

ZUF Zentrum für unabhängige Finanzberatung GmbH provides independent advice to individuals and businesses on insurance, investments, home financing, pension planning and taxes. Its services also include helping clients select investments and monitor them over time.

ITERA Wirtschaftsprüfung AG

Since 1999 · 1–10 empl.

ITERA Wirtschaftsprüfung AG provides auditing services and acts as a qualified audit firm. ITERA’s broader services also include fiduciary services, bookkeeping and accounting, controlling, tax, legal, personnel and IT support.

Cura Group AG

Since 1999 · 1–10 empl.

The core activity of Curalife AG encompasses financial services, in particular: mortgages, financial planning, insurance consulting and brokerage, including pension and financial planning as well as insurance checks. The company thus offers comprehensive financial services for private individuals and companies.

ARPHUS Finanzdienstleistung AG

Since 2000 · 1–10 empl.

ARPHUS Finanzdienstleistung AG provides insurance advice and brokerage, as well as financial, retirement and tax planning. Its other services include fiduciary and accounting services, asset management, and property management and sales.

TreuhandAtelier.ch AG

Since 2001 · 11–20 empl.

TreuhandAtelier.ch AG provides fiduciary, tax and pension-planning services for individuals and businesses. Its services include accounting, payroll and personnel administration, business advice, tax planning, and wealth and financial advice.

ARISCO Holding AG

Since 2002 · 1–10 empl.

ARISCO Holding AG provides risk management and insurance and pension consulting for businesses and institutions. Its services for private individuals include wealth advice and financial planning.

Nagel Treuhand GmbH

Since 2003 · 1–10 empl.

Nagel Treuhand GmbH provides fiduciary and accounting services as well as tax and business consulting for companies and individuals. Its services include payroll accounting, financial statements, tax returns, business financing, pension and financial planning, and the rental of furnished offices.

B-R & H Finance SA

Since 2004 · 1–10 empl.

B-R & H Finance SA is a wealth manager offering private wealth management, financial advice and asset analysis. Its services also include family-office support and advice on tangible assets and private equity investments.

Krisken Management AG

Since 2005 · 11–20 empl.

Krisken Management AG provides investment advisory and develops investment solutions tailored to clients’ financial situations. Its services also include strategic consulting, tax advisory and support with financial planning.

HKP SwissFinanz GmbH

Since 2006 · 1–10 empl.

HKP SwissFinanz GmbH provides independent asset management, financial advice and corporate services tailored to clients’ individual objectives. Its services include cross-border solutions and support relating to business establishment, domiciliation and residence in Switzerland.

Schnyder & Nagel GmbH

Since 2006 · 11–20 empl.

Schnyder & Nagel GmbH provides asset management and independent financial and retirement planning. It also advises individuals and businesses on insurance and arranges insurance solutions.

vPz-privileg ag

Since 2006 · 1–10 empl.

Markus Rentsch, Wirtschaftsberatung + Treuhand

Since 2007 · 1–10 empl.

Markus Rentsch, Wirtschaftsberatung + Treuhand provides fiduciary services and tax, business, wealth and pension advice. Its services include bookkeeping, payroll, company formation and property management.

Treuhand- und Steuerrechtspraxis Ernst Kuhn

Since 2007 · 1–10 empl.

Treuhand- und Steuerrechtspraxis Ernst Kuhn provides fiduciary, accounting and audit services, as well as tax advice for individuals and businesses. Its services also include business and financial consulting, company formation and asset management.

BGF AG

Since 2009 · 1–10 empl.

BGF AG is an independent investment firm. It assesses investment needs and services, and proposes suitable products and tailored investment solutions.

Prime Capital Management AG

Since 2010 · 1–10 empl.

Schirmer Consulting GmbH

Since 2010 · 1–10 empl.

Schirmer Consulting GmbH provides independent advice and brokerage services on insurance, retirement provision and investments for individuals, SMEs and self-employed people. Its services include health, property, liability and motor insurance, as well as occupational pension provision and business insurance.

Manentia Wealth Consulting Group AG

Since 2010 · 21–50 empl.

Manentia Wealth Consulting Group AG provides financial advice and asset management. Its services include investment advice, financial and retirement planning, and insurance intermediation.

DHD Consulting Küng

Since 2011 · 1–10 empl.

DHD Consulting Küng provides advice on health insurance, retirement planning and BEMER. Its services include guidance on choosing basic and supplementary health insurance and planning finances for life after employment.

Plaschy Treuhand Beratungen GmbH

Since 2012 · 1–10 empl.

Plaschy Treuhand Beratungen GmbH provides fiduciary and business advisory services. Its activities include advising on financial and business matters, process optimisation, venture incubation, business scaling and wealth structuring.

FMC Finance Management Consulting AG

Since 2013 · 1–10 empl.

FMC Finance Management Consulting AG provides advisory services to wealthy private clients, family offices and qualified investors. Its services include wealth structuring and planning, corporate and project finance advice, guidance on structured investment opportunities and specialized financial mechanisms, as well as introductions to external providers.

Allevo Capital AG

Since 2013 · 11–20 empl.

Allevo Capital AG is an independent multi-family office providing wealth advisory and planning services to families and private clients. Its services include wealth architecture, portfolio strategy, financial and estate planning, and advice on art and real estate management.

Jürg Gyr - neutrale Finanzdienstleistung GmbH

Since 2014 · 1–10 empl.

Jürg Gyr - neutrale Finanzdienstleistung GmbH provides independent advice and brokerage services in financing and mortgages for individuals and businesses. Its services include financial and pension planning, insurance and investment advice, and obtaining and negotiating offers from banks.

Aguaverde Family Office SA

Since 2015 · 1–10 empl.

Aguaverde Family Office SA is an independent, FINMA-licensed asset management company. It provides asset management and independent financial advice, as well as advice on family strategy, succession planning and philanthropic engagement.

NZ Investments GmbH

Since 2015 · 1–10 empl.

NZ Investments GmbH is a wealth advisory firm offering services related to alternative investments, asset protection and international business structures. It structures investment vehicles and advises on banking, brokerage and crypto accounts and their setup.

PWA Private Wealth Advisors AG

Since 2015 · 11–20 empl.

PWA Private Wealth Advisors AG provides family office services and wealth and investment advice. Its services include financial planning and investment management, business and financial advisory, succession and wealth-transfer planning, as well as risk, tax, governance and administrative support.

ZGRAGGEN & Partner AG

Since 2015 · 1–10 empl.

ZGRAGGEN & Partner AG is an independent consultancy specialising in tax law, fiduciary services, accounting and payroll administration. It also advises on real estate, corporate governance and valuation, succession and estate planning, and family office matters.

Lynkeus Capital GmbH

Since 2016 · 1–10 empl.

Lynkeus Capital GmbH provides fundamental financial market analysis and consulting to inform long-term investment decisions. Its areas of focus include commodity-related stocks and bonds, currencies of commodity-producing countries, commodity futures and options, as well as blockchain and cryptocurrencies.

Samuel Haas & Partner AG

Since 2016 · 1–10 empl.

Samuel Haas & Partner AG provides family office services for professional athletes, including financial planning and wealth management. Its services include access to Swiss banks, tailored investment advice, retirement planning and financing.