Financial Services in
Rothenburg

Meier & Partner Finanzberatung GmbH

Since 2023 · 11–20 empl.·5.0(14)

The core activity of Meier & Partner Finanzberatung GmbH is the independent consulting and brokerage of financial and insurance services for private individuals and companies. This includes in particular: Insurance consulting and brokerage (property and asset protection, health insurance, liability insurance, etc.); Financial consulting and planning (savings, investments, retirement planning); Tax consulting and optimization for self-employed individuals and SMEs; Support for start-ups and financial security. The company offers individual solutions and consulting to meet the financial goals and needs of its customers.

i.l. team Zentralschweiz GmbH

Since 2022 · 1–10 empl.·5.0(1)

i.l. team Zentralschweiz GmbH provides independent financial coaching and brokerage services for private clients, covering pension planning, health insurance, mortgage advice, wealth accumulation and property and liability insurance.

Heini Adolf Finanzberatung

Since 2019 · 1–10 empl.

The core activity of Heini Finanzberatung is the provision of financial advisory services.

Lien Financial Services AG

Since 2026 · 1–10 empl.

Lien Financial Services AG is a company active in real estate private debt investment and brokerage. It offers financing solutions, direct investments, club deals and other investment vehicles in real estate, as well as advisory services for borrowers and investors.

Lakeside Finance GmbH

Since 2020 · 11–20 empl.

The core activity of Lakeside Finance GmbH is the provision of financial services, particularly in the areas of asset management, wealth management and investments, as well as in the field of real estate management.

Dioptas Versicherungs-Treuhand GmbH

Since 2001 · 1–10 empl.

Commodus AG

Since 2002 · 1–10 empl.

Golden Treuhand GmbH

Since 2010 · 1–10 empl.