Mortgage consulting in
Bern

Fina Finanzplanung AG

Since 2017 · 21–50 empl.·4.8(183)

Fina Finanzplanung AG provides independent financial advice and comprehensive financial planning for businesses and private households. Its services cover retirement and pension planning, insurance, tax advice, property financing, sustainable investments and legal planning for personal affairs.

Grundeigentümer Verband Schweiz

Since 2017 · 1–10 empl.·4.7(488)

Grundeigentümer Verband Schweiz is an association supporting property owners and prospective buyers throughout the property lifecycle. It provides information and services for buying, selling, valuation and financing, as well as initial legal advice.

Inhouse AG

Since 2022 · 11–20 empl.·4.8(34)

Inhouse AG provides advisory services for people buying a home. Its services include planning for required personal funds, support with property assessment and purchase negotiations, and mortgage and financing advice.

MLG Immobilien AG

Since 2002 · 101–500 empl.·5.0(3)

MLG Immobilien AG offers apartments, houses, plots and commercial properties for rent and sale. It provides property valuations and supports owners through the sale process up to notarisation.

Pagliuca Finance & Consulting

Since 2010 · 1–10 empl.

Pagliuca Finance & Consulting provides wealth advice and asset management, as well as services related to real estate, financing, pensions and insurance. Its activities include investment advice, property valuations and brokerage, and guidance on mortgages and Lombard loans.

Gasser Finanzplanung GmbH

Since 2014 · 1–10 empl.

Gasser Finanzplanung GmbH is an independent financial planning and advisory firm. Its services include investment and retirement planning, insurance, bookkeeping and tax advice, as well as advice on property financing and property management.

1a-Finanzen GmbH

Since 2020 · 1–10 empl.

1a-Finanzen GmbH provides independent financial advice to individuals and SMEs. Its services include investment advice and asset management through partner firms, pension and insurance planning, mortgage advice, and support with property purchases and sales.

Hypolino AG

Since 2023 · 1–10 empl.·5.0(5)

Hypolino AG arranges financing for individuals and businesses and provides related advisory services. Its offerings include mortgages, loans and additional services related to finance and real estate, with financing quotes arranged through a network of banks, insurance companies and pension funds.

1a-Immobilien Schweiz GmbH

Since 2020 · 11–20 empl.·5.0(2)

1a-Immobilien Schweiz GmbH brokers and supports property purchases and sales, including valuations, setting asking prices and managing the sales process. It also advises on mortgages, property financing, retirement provision, investments and insurance.

Swiss Life, Generalagentur Bern-West, Romero Hess, Generalagent

Since 2025 · 1–10 empl.

Swiss Life, Generalagentur Bern-West, Romero Hess, Generalagent is a Swiss Life general agency providing advice on risk insurance, retirement provision and financial planning. Its services include retirement planning, investments, mortgages, and analyses and optimisation of clients’ pension and occupational pension arrangements.

A-B-C Life Antoine Unternährer

Since 1994 · 1–10 empl.·3.7(3)

A-B-C Life Antoine Unternährer provides financial advice on investments, home ownership and planning for early retirement. Its services also include help with tax returns and tax planning.

efficasa GmbH

Since 2020 · 1–10 empl.·5.0(2)

efficasa GmbH offers solutions that enable homeowners, particularly retirees, to access capital tied up in their property. Its services include mortgages for retirees, property-secured loans and ways to release home equity while continuing to live in the property.