Insurance Brokerage & Consulting in the
Canton of Lucerne
159 companies in Insurance Brokerage & Consulting based in the Canton of Lucerne — name and year of registration from the commercial register.
50 of 159 companies
SSM Partner AG
Since 2014 · 21–50 empl.4.8(197)
SSM Partner AG is a tied insurance intermediary and a subsidiary of the Visana Group. The company provides insurance consulting, retirement and financial planning, as well as business consulting for SMEs and large enterprises.
RVZ Schweiz GmbH
Since 2015 · 1–10 empl.5.0(107)
The core activity of RVZ Schweiz is the brokerage and sale of insurance services, including health insurance, liability insurance, motor vehicle insurance, disability insurance, household contents insurance, and life insurance. The company provides its customers with a platform to compare insurance rates and also offers personal advice and customized insurance concepts.
AIS Versicherungen AG
Since 2019 · 1–10 empl.5.0(185)
The company's core activity is the brokerage and management of insurance services for businesses and individuals, including corporate insurance, health insurance, motor vehicle insurance, household and building insurance, private liability insurance, legal protection insurance, mortgages, pension planning and travel insurance.
Tria Consulting AG
Since 2021 · 1–10 empl.5.0(108)
Tria Consulting AG provides independent financial and insurance advisory services, including retirement planning, investment/savings advice, tax planning and residential mortgage guidance. The company carries out needs analyses, market comparisons and tailored recommendations and is registered with FINMA as an unbound insurance intermediary.
Consilium Finanzen AG
Since 2016 · 1–10 empl.4.6(189)
Consilium Finanzen AG provides independent advice on insurance and pension planning for private and corporate clients. The company reviews clients’ financial situations and develops tailored solutions in insurance cover, retirement planning and wealth planning.
Prime Consulting GmbH
Since 2020 · 1–10 empl.5.0(37)
The core activity of Prime Consulting GmbH is the professional consulting of immigrants in Switzerland, particularly in the areas where the business owners Luisa Garrido (German-Spanish consulting) and Andrea Fernandes (German-Portuguese consulting) are specialized.
Zeta Swiss GmbH
Since 2018 · 1–10 empl.5.0(24)
The core activity of Zeta Swiss GmbH is the provision of services in the electrical industry, including planning, implementation and maintenance of electrical projects of all sizes.
Versicherigsheini GmbH
Since 2016 · 1–10 empl.4.7(15)
The core activity of Unterwaldner is the independent brokerage and consulting of insurance, pension and investment solutions for private individuals and companies in Central Switzerland.
Spadea & Partner GmbH
Since 2011 · 1–10 empl.4.4(7)
Spadea & Partner GmbH is a project developer providing project development and construction management for real estate projects. Its services include developing residential and commercial buildings, planning and overseeing construction, and delivering rental apartments with a high standard of finishes.
Verlingue AG
Since 1984 · 101–500 empl.
The core activity of Verlingue is insurance broking, including risk management, claims management, occupational health management, personal insurance, occupational pension provision, special risks, cyber risk management and international insurance.
Gilli & Partner Versicherungsmanagement AG
Since 1992 · 1–10 empl.
The core activity of Gilli & Partner is providing neutral and independent insurance solutions for companies of all sizes. The company offers tailored, independent and cost-optimized insurance solutions that are specifically designed to meet the individual needs of its clients.
Jowe Versicherungsbroker AG
Since 1996 · 1–10 empl.
The core activity of Jowe Versicherungsbroker AG is the brokerage of insurance and pension plans for private individuals and companies. This includes consulting and brokering various insurance products such as car, liability, household contents, building and legal protection insurance, as well as financing and pension solutions.
GlobalBroker AG Luzern
Since 1997 · 11–20 empl.
GlobalBroker AG Luzern is an insurance broker providing risk and insurance management services for corporate clients. The firm performs market reviews, designs tailored insurance programmes, supports claims handling and advises on insurance-related legal and financial risk-transfer solutions, including services for financial institutions and international programme management.
My Swiss Company AG
Since 1997 · 11–20 empl.
The company's core activity is providing services in the field of corporate management, financial consulting and risk management, particularly the brokerage of insurance solutions for companies in Switzerland, including consulting and management of property insurance for companies.
Odermatt Zuber & Partner AG
Since 2000 · 11–20 empl.
The core activity of Odermatt Zuber & Partner AG is the independent consulting and brokerage of insurance and financial services for private individuals, self-employed persons and SMEs. This includes, in particular, the development of individual insurance and pension solutions as well as tailored financial and pension planning.
Innoconcept GmbH
Since 2002 · 1–10 empl.
The core activity of Innoconcept Unternehmungsberatung is the consulting of companies, particularly in the areas of process optimization, market development, product development and financial management, as well as the consulting and development of entrepreneurs and employees through coaching, training and personality development. The focus is on harmonizing the goals of entrepreneurs and companies to achieve success. Specific consulting services are also offered for bakeries, pastry shops, restaurants and cafes, including operational and management-related analyses and comparisons with benchmark companies.
Centerbroke Zentralschweiz GmbH
Since 2007 · 1–10 empl.
Centerbroke Zentralschweiz GmbH provides insurance brokerage and insurance-treuhand services, including risk analysis, needs assessment and arranging insurance coverages together with partner insurers.
Frey Finanz Consulting AG
Since 2008 · 1–10 empl.
Frey Finanz Consulting AG is a financial consulting firm offering independent, holistic financial and retirement planning. Services include advice on wealth management, pension and retirement planning, insurance and health insurance, tax matters, real estate and corporate/SME issues.
Asermo AG
Since 2012 · 1–10 empl.
The core activity of Asermo AG is cost-transparent and neutral consulting in the areas of financing, retirement planning and insurance. Specifically, this includes: Financing: mortgage brokerage, portfolio analysis and support for construction, purchase and planning; Retirement planning: review of retirement solutions, financial and retirement planning, pension and estate planning; Insurance: comprehensive insurance solutions, occupational pension provision. The company thus offers comprehensive consulting services for private individuals, real estate investors and SMEs/company owners in the areas of finance, retirement planning and insurance.
a e & p Vorsorge-/Finanzplanung GmbH
Since 2012 · 1–10 empl.
a e & p Vorsorge-/Finanzplanung GmbH advises businesses, private individuals, doctors and medical practices, and athletes on pension planning, financial planning, and insurance. The company supports clients with wealth building, protection, pension fund solutions, and risk and insurance matters.
Xperts Finanz AG
Since 2018 · 1–10 empl.
The core activity of Xperts Finanz AG encompasses the following areas: Trust services: Support and consulting for important decisions, Pension planning: Consulting on pension planning matters, Taxes: Tax consulting and planning, Real estate: Real estate services, without further specification. The company positions itself as a competent partner for taxes, trust services and pension planning.
Beraterhaus AG
Since 2020 · 11–20 empl.
Beraterhaus AG is an insurance broker specializing in the mediation and consulting of insurance policies. The company's core activity is to support customers in selecting and managing insurance solutions, particularly in the non-life insurance sector.
Schweizer Versicherungen AG
Since 2021 · 11–20 empl.
The company's core activity is the brokerage and consulting of insurance solutions for private and corporate clients. The company offers individually tailored insurance concepts, risk analyses and optimizations, as well as independent broker consulting to ensure the financial security and protection of its customers.
Finance Partner AG
Since 1988 · 1–10 empl.
Lindenmann Consulting GmbH
Since 2009 · 1–10 empl.
Luso Seguros Machado LSM GmbH
Since 2010 · 1–10 empl.
Vision Partners GmbH
Since 2024 · 1–10 empl.5.0(16)
The core activity of Vision Partners GmbH is the consulting and brokerage of insurance policies for private and corporate clients. The company offers individual solutions for the protection of families, homeowners, risk management and industry-specific insurance solutions.
Elron Consulting AG
Since 2021 · 1–10 empl.
The core activity of elron Versicherungen is the independent brokerage of insurance solutions for private and business customers. This includes reviewing existing insurance portfolios, identifying insurance gaps and developing tailored insurance solutions. In addition, the company also offers claims management and risk management. Furthermore, elron offers a service called "elron club", which specializes in intelligent property management. This service includes the networking of residents, property management and owners and provides a platform for communication and booking of services.
OVP Partner GmbH
Since 2020 · 1–10 empl.5.0(4)
OVP Partner GmbH provides integrated fiduciary and advisory services in risk, insurance and pension management, together with accounting, tax advisory, payroll administration and real estate services.
Gedes Consulting AG
Since 2010 · 1–10 empl.5.0(1)
The core activity of GEDES Consulting AG is the independent and unbiased consulting, brokerage and administration of occupational pension plan solutions (BVG) and related topics, such as KTG and UVG issues, for companies, organizations and foundations in Switzerland.
AXA Hauptagentur Dario Schwizer
Since 2025 · 1–10 empl.
AXA Hauptagentur Dario Schwizer is an AXA insurance agency offering advice for private and business customers. The agency supports clients with insurance matters such as personal liability, car insurance, health insurance and business liability insurance, and provides in-person consultations by appointment.
Franzelli AG
Since 2018 · 1–10 empl.5.0(1)
The core activity of Franzelli AG is the independent consulting and brokerage of insurance and pension concepts for owner-managed companies, particularly dental practices. The services include the analysis of the current insurance situation, the selection and conclusion of insurance contracts, administration and support in the event of damage, as well as further consulting and customer care.
i.l. team broker services ag
Since 2024 · 1–10 empl.
The core activity of i.l.team ag is the consulting and support of private and business customers in Switzerland in the areas of finance and provision, including retirement planning, asset accumulation, home ownership, insurance and tax returns. The company offers individual solutions and services to support customers in achieving their financial goals.
SWISSVALOR Insurance GmbH
Since 2025 · 1–10 empl.
SWISSVALOR Insurance GmbH is an independent insurance intermediary providing advisory and placement services for private and corporate clients. Its services include health insurance, motor and household/property cover, liability, travel and legal protection insurance, as well as pension- and savings-products (3a/3b).
viabeno GmbH
Since 2025 · 1–10 empl.
viabeno GmbH provides financial advisory services, mortgage brokerage and financial education. Its focus is on retirement planning, wealth building and ETF courses, and it also presents insurance as well as selected bank and fintech solutions.
Marti & Partner, Inh. Marti
Since 2025 · 1–10 empl.
Marti & Partner, Inh. Marti is an independent advisory firm for financial decisions. It supports private individuals, families and businesses with pensions, insurance, wealth building, property financing, taxes and retirement planning.
Versicherungs-Treuhand Haas GmbH
Since 1995 · 1–10 empl.
Versicherungs-Treuhand Haas GmbH provides personal advisory and brokerage services for insurance, health insurance, pension matters, and loans including mortgages. The firm also offers fiduciary and accounting services as well as real-estate related financing and tax support.
Finanzzentrum.ch GmbH
Since 2006 · 1–10 empl.
The core activity of Finanzzentrum.ch is the provision of services in the field of financial planning and consulting, particularly in the areas of: * Provision and pension * Pension planning * Legal provision * Insurance * Asset management (classic and alternative investments) * Real estate sales and consulting. The company offers individual consulting and solutions for private individuals, self-employed and SMEs, with the aim of optimizing the financial situation and future security of its customers.
RiskPartner AG
Since 2011 · 1–10 empl.
RiskPartner AG manages insurance and pension matters for its clients. The company provides services related to the administration and handling of insurance and retirement planning needs.
Versicherungs-Treuhand Julius Schmid GmbH
Since 2011 · 1–10 empl.
The core activity of Vertreu Versicherungs-Treuhand Julius Schmid GmbH is the independent brokerage and consulting of insurance services for private and business customers.
ZERTUS Versicherungsbroker AG
Since 2012 · 1–10 empl.
ZERTUS Versicherungsbroker AG is an insurance broker offering insurance advice and brokerage services. The website describes the company's service as personal, professional and comprehensive.
G&P VersicherungsDienste GmbH
Since 2016 · 1–10 empl.
The core activity of G&P VersicherungsDienste GmbH is the provision of services in the field of technical insurance, including: consulting on insurance-related issues, handling of claims, and brokerage of insurance contracts for national and international topics. The company positions itself as a specialist in technical insurance and offers solutions for companies with technical risks.
Health & Life Finance GmbH
Since 2019 · 1–10 empl.
The core activity of Health & Life Finance is the independent consulting and brokerage of insurance services for Swiss private clients, particularly the analysis and optimization of insurance packages in the areas of health and life insurance.
FINolution GmbH
Since 2022 · 1–10 empl.
FINolution GmbH provides financial planning, insurance brokerage and pension solutions, and offers services related to mortgages, real-estate financing, retirement planning and tax advice. The company serves small and medium-sized enterprises, offers a digital platform for policy management and is a FINMA-authorised independent insurance intermediary (registration F01404230).
Finance & Tax Services GmbH
Since 2023 · 1–10 empl.
Finance & Tax Services GmbH provides financial and tax services, including pension planning, loan brokerage, insurance advisory and preparation of tax returns.
Herrmann Consulting Services
Since 2025 · 1–10 empl.
Herrmann Consulting Services provides consulting on DORA, FINMA requirements, operational resilience, information security, and AI governance. The firm supports financial and insurance companies in structuring regulatory requirements, implementing controls, and managing related programmes.
Swiss Consult Hub GmbH
Since 2025 · 1–10 empl.
Swiss Consult Hub GmbH provides integrated consulting services for individuals and companies in insurance, real estate, employment and professional matters, legal consulting, business consulting, medical consulting and credit consulting. The company coordinates these services through a single point of contact.
Smart Living Space GmbH
Since 2025 · 1–10 empl.
Smart Living Space GmbH provides services related to real estate, including financing solutions, construction cost control, home sales, insurance brokerage, property management, and advisory services for marriage and inheritance agreements as well as executorships. The company focuses on tailored solutions and comprehensive support.
Rafael Ottiger Beratungen AG
Since 2009 · 1–10 empl.
Swiss Care Group AG
Since 2016 · 1–10 empl.
Insurance Brokerage & Consulting in the Canton of Lucerne
Insurance Brokerage & Consulting in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 12, 2026
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