Insurance broker in
Schlieren

Caveo AG

Since 2019 · 11–20 empl.·4.9(128)

Caveo AG provides financial planning and advice for business owners, executives, and specialists. It prepares digital plans covering assets, retirement provision, taxes, insurance, and retirement, and supports their implementation; it also offers wealth management and insurance brokerage.

Lakehouse Consulting GmbH

Since 2019 · 1–10 empl.·5.0(59)

Lakehouse Consulting GmbH is an insurance brokerage providing advice on insurance, risk protection and pension planning for individuals and businesses. It also offers real estate services related to buying and selling property, as well as mortgage advice and brokerage.

My Makler GmbH

Since 2010 · 1–10 empl.

My Makler GmbH is an independent broker pool and consultant for financial service providers. It acts as an intermediary between brokers, insurance and health insurance companies, and banks, and offers services including quotation calculations, contract amendments, client portfolio administration, and fiduciary mandates.

simplistitia GmbH

Since 2014 · 1–10 empl.·3.7(3)

simplistitia GmbH provides legal advice on personal, business and professional matters, as well as fiduciary services for individuals and companies. Its services include administrative support, family office assistance, insurance, financial and retirement planning, accounting, personnel administration and business solutions.

Limmat GmbH

Since 2019 · 1–10 empl.·3.0(2)

The core activity of Limmat GmbH is the brokerage and consulting of insurance products as well as the provision of tax consulting services. Specifically, this includes the comparison and brokerage of health insurance, life insurance, vehicle insurance, pension products, household contents insurance, and private liability insurance. Additionally, the company also offers private loans.

Makler Union GmbH

Since 2015 · 1–10 empl.·3.4(5)

The core activity of Maklerunion GmbH is the brokerage of insurance services and the support of brokers in advising and serving their clients. The company provides access to selected insurance companies in Switzerland and serves as a platform for brokers to share common resources.

Orivest GmbH

Since 2023 · 1–10 empl.

Orivest GmbH provides financial and insurance advice, retirement planning and fiduciary services. Its services include wealth and real estate financing planning, bookkeeping, tax advice and support with company formation.

Finance Consulting maro GmbH

Since 2005 · 1–10 empl.

The company's core activity is the consulting and brokerage of financial services, particularly in the field of insurance, with the aim of securing customers against unforeseen events and safeguarding their assets.

Woodbridge Consulting GmbH

Since 2019 · 1–10 empl.

safeplan GmbH

Since 2021 · 1–10 empl.

Swiss Source Management GmbH

Since 2022 · 1–10 empl.

Beratung und Dienstleistungen I. Derungs

Since 2022 · 1–10 empl.