Insurance Brokerage & Consulting in
Frick

DIEM VERSICHERUNGEN AG

Since 2012 · 1–10 empl.·4.6(13)

The core activity of Diem Versicherungen AG is insurance consulting, particularly the analysis, optimization, management and support of insurance portfolios for SMEs and private individuals. This also includes financial consulting and pension consulting. The company offers two types of services: the one-off mandate, where the company analyzes an existing insurance portfolio and submits optimization proposals, and the management mandate, where the company is entrusted with the long-term analysis, optimization, management and support of the insurance portfolio.

Krankenkasseninfo.ch GmbH

Since 2014 · 1–10 empl.

hm&p financial services ag

Since 2014 · 1–10 empl.

hm&p financial services ag provides independent financial, pension and insurance advisory services to private clients and businesses. Services include financial planning, mortgage advice, asset-building strategies, insurance optimisation, pension fund comparisons and executive pension solutions.

VABB - Roberto Lüthi - Versicherungsdienstleistungen

Since 2002 · 1–10 empl.

Colfina Finanz/Treuhand AG

Since 2007 · 1–10 empl.·2.0(8)

Colfina Finanz/Treuhand AG provides financial and fiduciary services, with core offerings in financial planning, tax return preparation and accounting. It also advises on investments, real estate and home-financing, supports company formations and SME succession planning, and is registered as an insurance intermediary (VAG).

held finanzberatung

Since 2021 · 1–10 empl.

held finanzberatung provides independent financial advisory services, including pension planning, wealth and tax advice, insurance portfolio reviews, and mortgage/real-estate services.

HR Global Invest GmbH

Since 2005 · 1–10 empl.

Axa Hauptagentur Mischa Lässer

Since 2021 · 1–10 empl.