Mortgage consulting in the
Canton of Bern

aci atelier für concept & immobilien ag

Since 2020 · 11–20 empl.·5.0(7)

aci atelier für concept & immobilien ag advises property owners on sales, valuations and financing. It also supports property development, combining real estate expertise with architectural knowledge.

Up4you Consulting AG

Since 1990 · 1–10 empl.

Up4you Consulting AG advises private and business clients on insurance and financing. Its services include retirement and pension planning, tax services, mortgages, real estate advice, and support with company formation.

Daniel Bürki Beratungen GmbH

Since 2002 · 1–10 empl.

Daniel Bürki Beratungen GmbH advises private and business clients on financial planning and retirement provision. Its services include asset management, investments in precious metals, options for pension and vested benefits capital, and home financing.

Swiss Life, Generalagentur Bern-Ost, Michel Hosmann, Generalagent

Since 2006 · 21–50 empl.

Swiss Life, Generalagentur Bern-Ost, Michel Hosmann, Generalagent provides individuals and businesses with advice and solutions for pensions and financial planning, as well as investment strategies. The team also advises on property, including buying and selling real estate and finding a home to own.

MDS GmbH

Since 2008 · 1–10 empl.

MDS GmbH advises private and business clients on insurance and arranges health, accident, vehicle, liability and legal expenses cover, among other types. It also provides financial advice on personal loans and mortgages, and assistance with tax returns and tax optimisation.

My prévoyance Sàrl

Since 2009 · 1–10 empl.

My prévoyance Sàrl is an independent insurance broker advising individuals and businesses on insurance and pension matters. Its services include reviewing and managing insurance portfolios, advising on pension and mortgage solutions, and comparing health insurance coverage.

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.

H. E. Schlumpf & Partner GmbH

Since 2012 · 1–10 empl.

H. E. Schlumpf & Partner GmbH is an independent banking and insurance broker providing insurance and financial advice to businesses and private individuals. Its services include risk and business analyses, insurance portfolio reviews, health insurance advice, and guidance on mortgages and financing solutions.

TMD Global Consulting GmbH

Since 2014 · 1–10 empl.

TMD Global Consulting GmbH provides insurance brokerage and advice for individuals and SMEs, as well as guidance on pensions and financing. Its real estate services include sales, rentals and support for building projects through to handover.

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.

topHYPO AG

Since 2014 · 11–20 empl.

topHYPO AG provides independent mortgage advice and helps clients compare and select property financing options. Its services also include advice on pensions, investment properties and building insurance, as well as support with buying and selling real estate.

360 Immobilien AG

Since 2018 · 1–10 empl.

360 Immobilien AG provides real estate services. Its activities include supporting property purchases and sales, valuing real estate, and marketing properties and land.

Mint Real Estate GmbH

Since 2021 · 1–10 empl.·5.0(8)

Mint Real Estate GmbH provides real estate consulting, including property financing and valuations as well as market and portfolio analyses. The company supports property purchases, sales and rentals, and assists developers with project planning, financing and marketing.

Geelhaar & Hofer Vermögensentwicklung KLG

Since 2020 · 1–10 empl.

Geelhaar & Hofer Vermögensentwicklung KLG provides financial planning and wealth management services for private clients. Its services include investment advice and risk management, property valuation and consultancy, support with property purchases and sales, and financing advice.

Gate-Swiss Maklerservice GmbH

Since 2006 · 1–10 empl.·4.6(12)

Gate-Swiss Maklerservice GmbH provides independent advice on insurance, pension planning and mortgage financing. As an insurance intermediary registered with FINMA, the company analyses insurance portfolios and compares financing offers.

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.

LRF Consulting GmbH

Since 2022 · 11–20 empl.

LRF Consulting GmbH is an insurance broker advising businesses and individuals on risk, insurance and pension planning. It develops insurance solutions, supports clients with prevention measures and claims, and also advises private clients on mortgages and property purchases and sales.

CA Assurances Sàrl

Since 2016 · 11–20 empl.·4.6(7)

CA Assurances Sàrl is an insurance brokerage serving individuals and businesses. It arranges cover for homes, health, vehicles and businesses, and provides mortgage financing services.

VEBRO Versicherungsbroker GmbH

Since 2022 · 1–10 empl.

VEBRO Versicherungsbroker GmbH arranges insurance, pension and financing products and advises individuals and businesses on insurance, retirement planning and wealth matters. Its services include personal and commercial insurance, wealth management, pension planning and mortgages.

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.

Finanzatelier GmbH

Since 2021 · 1–10 empl.

Finanzatelier GmbH provides independent financial advice and financing solutions for businesses, as well as property financing services. Its work includes investment calculations, financial and liquidity planning, risk analyses, financing support, implementation assistance and interim reporting.

RR Property Alliance GmbH

Since 2023 · 1–10 empl.

RR Property Alliance GmbH operates as a property developer and real estate service provider. Its activities include planning and delivering new-build, conversion and renovation projects, brokering and marketing properties, and advising on property financing and insurance.

Turtly GmbH

Since 2022 · 1–10 empl.

Turtly GmbH provides independent financial advice on retirement planning, taxes, wealth, and insurance, as well as property and mortgage financing. Its services also include tax returns and planning for wealth building.

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.

AF Financial Services GmbH

Since 2023 · 1–10 empl.

AF Financial Services GmbH provides financial and insurance advice to private clients. Its services include advice on retirement planning, investments, health and property insurance, and home financing, as well as assistance with tax returns and insurance claims.

Investa-Group GmbH

Since 2024 · 11–20 empl.

Investa-Group GmbH provides independent advice on finances, insurance, retirement planning, taxes, real estate and wealth building. Its services include insurance analysis and comparisons, tax return assistance, retirement and budget planning, and advice on mortgages and health insurance.

Helveticas Immobilien GmbH

Since 2024 · 1–10 empl.·4.4(7)

Helveticas Immobilien GmbH provides real estate advisory, valuation, marketing and sales services. It also supports property projects and offers advice on financing and mortgages.

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.

STERCHI Finanzen & Immobilien

Since 2016 · 1–10 empl.·3.7(3)

STERCHI Finanzen & Immobilien advises and supports SMEs and their owners on financing and business matters. Its services include mortgage and corporate loan advice, business consulting and family-office services such as financial planning and succession planning.

Schärer Immobilien AG

Since 2025 · 1–10 empl.

Schärer Immobilien AG is a real estate company that brokers and values properties. Its services include property sales, real estate and financing advice, and the marketing of new-build and investment properties.

FISA Finanzierungen AG

Since 2016 · 1–10 empl.·5.0(1)

FISA Finanzierungen AG arranges financing solutions for individuals and businesses. Its services include financing for construction, conversion and renovation projects, mortgages, business loans and leasing, as well as financing advice.

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.

dasch Immobilien AG

Since 2020 · 1–10 empl.·3.0(6)

dasch Immobilien AG provides property services, including the sale, rental and management of real estate and condominium properties. Its services also include property accounting and mortgage advice.

Immero AG

Since 2025 · 1–10 empl.

Immero AG is a real estate company providing property brokerage, valuation and financing services. Its activities include the sale and purchase of residential and investment properties, property valuations, and advice on mortgages and financing strategies.

Maeder Versicherungen AG

Since 1995 · 1–10 empl.

The company's core activity is the brokerage of insurance solutions, pension plans, mortgage financing and the consulting of private clients and SMEs in these areas.

Bernese Consulting Services GmbH

Since 2014 · 1–10 empl.

Bernese Consulting Services GmbH provides financial advice and insurance intermediation for private clients, with a focus on people living in Switzerland from abroad. Its services cover state and occupational pensions, Pillar 3, mortgages, investments and insurance.

Berner Immobilienverwaltung GmbH

Since 2017 · 1–10 empl.

Berner Immobilienverwaltung GmbH provides real estate services, including the sale and marketing of properties and property valuations. It also advises on real estate financing and assists clients in finding properties.