Mortgage consulting in the
Canton of Lucerne

28 companies in Mortgage consulting based in the Canton of Lucerne — name and year of registration from the commercial register. The list below shows them all.

Companies

All 28 companies in the Canton of Lucerne

Propertyowner Services AG Logo

Propertyowner Services AG

Since 2017 · 1–10 empl.4.7(488)

Propertyowner Services AG operates an information and brokerage platform for real estate. It brings together property listings and information and offers services for buying, selling, valuing and financing properties.

Mortgage consultingReal estate salesProperty valuationReal estate purchase advisory
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #1
La Prima Business GmbH Logo

La Prima Business GmbH

Since 2017 · 1–10 empl.4.9(89)

La Prima Business GmbH provides real estate brokerage and marketing services. Its activities include selling and renting residential and investment properties, property valuations, and services related to real estate development and financing.

Mortgage consultingReal Estate SalesProperty ValuationProperty Financing
ranQ Trust Score 4.5 out of 5.0, rated Excellent, Rank #2
Tria Consulting AG Logo

Tria Consulting AG

Since 2021 · 1–10 empl.5.0(108)

Tria Consulting AG provides independent financial advice to individuals on investments and financial planning. Its services include insurance advice, wealth building, retirement planning, mortgages and home financing, and tax planning.

Financial advisorInsurance adviceRetirement provisionPension planning
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #3
SOAB GmbH Logo

SOAB GmbH

Since 2012 · 1–10 empl.5.0(20)

SOAB GmbH provides independent financial services for individuals, SMEs and agricultural businesses. Its services include financial and investment advice, insurance, retirement planning, personal and legal planning, and fiduciary services such as bookkeeping and property brokerage.

Financial advisorInsurance advice and brokerageRetirement planningProperty and asset insurance
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #4
home&living Immobilien GmbH Logo

home&living Immobilien GmbH

Since 2016 · 1–10 empl.5.0(7)

home&living Immobilien GmbH brokers real estate and assists owners with sales and clients with purchases of residential and commercial properties and land. Its services include property valuations, rentals and management, as well as support with financing questions. The company operates in the Sempachersee area and Central Switzerland.

Mortgage consultingMarketing and sale of propertiesProperty valuationRentals and property management
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #5
Daidalos AG Logo

Daidalos AG

Since 1975 · 1–10 empl.

Daidalos AG operates in the real estate sector, offering services related to the purchase and sale, brokerage, financing, rental and management of properties.

Mortgage consultingBuying & selling of propertiesBrokerage of propertiesProperty financing
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #6
Tivag Immobilien AG Logo

Tivag Immobilien AG

Since 1992 · 1–10 empl.

Tivag Immobilien AG provides management services for rental properties, condominium ownership and cooperatives. Its services also include renovation concepts, property refinancing, and bookkeeping, invoicing and debt collection for trading companies and sports associations.

Mortgage consultingProperty managementCooperative managementDevelopment of refurbishment concepts
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #7
D & F Consult AG Logo

D & F Consult AG

Since 1996 · 1–10 empl.

D & F Consult AG advises individuals and businesses on tax matters, wealth planning and retirement planning. It also provides comprehensive financial support for families as a family office and advises on mortgages and corporate, property and project financing.

Financial advisorFamily OfficeAsset ManagementTax Advisory and Tax Representation
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
WM Weibel Mueller AG Logo

WM Weibel Mueller AG

Since 1999 · 1–10 empl.

WM Weibel Mueller AG provides financial advice and planning for individuals and businesses. Its services include investment advice, real estate and mortgage guidance, fiduciary services, business formation and succession planning.

AccountantFinancial advisoryWealth investmentsReal estate and mortgages
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #9
Phimmo AG Logo

Phimmo AG

Since 2004 · 1–10 empl.

Phimmo AG manages properties it owns and handles their maintenance and renovation. The company rents out residential, commercial and industrial properties, buys and sells real estate, and provides advice on property financing.

Mortgage consultingProperty rentalProperty salesFinancing consulting
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #10
Frey Finanz Consulting AG Logo

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.

Financial advisorWealth management and portfolio managementRetirement planning adviceInsurance advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #11
Avenue Park Homes AG Logo

Avenue Park Homes AG

Since 2011 · 1–10 empl.

Avenue Park Homes AG brokers and advises on the purchase and sale of houses, villas, apartments, apartment buildings, commercial and industrial properties, and building land. Its services include financing advice, real estate legal advice, property valuations, and market analyses.

Mortgage consultingReal estate salesAdvice on bank financingLegal advice
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #12
Asermo AG Logo

Asermo AG

Since 2012 · 1–10 empl.

Asermo AG advises individuals and businesses on financial and insurance matters and arranges insurance, pension and mortgage contracts. Its services include financial, retirement and pension planning, risk analysis, and mortgage and property financing advice.

Financial advisorInsurance consulting and placementPension and retirement planningMortgage placement and real-estate financing
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #13
Swiss Prime Home AG Logo

Swiss Prime Home AG

Since 2019 · 1–10 empl.

Swiss Prime Home AG operates in the real estate sector and develops residential and commercial property projects. Its services include project consulting, financing and property marketing, as well as support related to real estate investments.

Mortgage consultingReal Estate Project DevelopmentReal Estate ConsultingProperty Marketing
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #14
Vision Partners GmbH Logo

Vision Partners GmbH

Since 2024 · 1–10 empl.5.0(16)

Vision Partners GmbH is an independent insurance broker advising private and business clients on insurance and pension matters. Its services include risk analyses, reviews of insurance policies and industry-specific insurance solutions, as well as advice for individuals on life insurance and home financing.

Insurance brokerInsurance advisory and brokerageReview and optimisation of insuranceFinancing for owner-occupied property
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #15
ES - Consulting Hodzic Logo

ES - Consulting Hodzic

Since 2008 · 1–10 empl.4.6(7)

ES - Consulting Hodzic is an independent insurance adviser that provides insurance advice and arranges loans and mortgages. It also offers tax advice, bookkeeping and translation services.

Insurance brokerInsurance adviceCredit & mortgage brokerageTax advisory
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #16
Suisse Estates GmbH Logo

Suisse Estates GmbH

Since 2019 · 1–10 empl.

Suisse Estates GmbH is a real estate company that manages, sells and rents properties. Its services include commercial and technical property management, brokerage and financing for real estate investments.

Mortgage consultingProperty managementProperty rentalReal estate sales
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #17
Immobilien Schweiz Dätwyler & Nafzger GmbH Logo

Immobilien Schweiz Dätwyler & Nafzger GmbH

Since 2020 · 1–10 empl.5.0(5)

Immobilien Schweiz Dätwyler & Nafzger GmbH provides services related to real estate, including buying and selling, valuations, advice, financing and mortgages. Its activities also include project development, client representation in construction projects and 3D visualisations.

Owner's representationReal estate salesReal estate purchaseFinancing & mortgages
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #18
viabeno GmbH Logo

viabeno GmbH

Since 2025 · 1–10 empl.

viabeno GmbH provides advice on financial planning and retirement provision, including pillar 3a and 3b, insurance and banking solutions, and mortgages. It also offers online courses in financial literacy and ETF investing.

Financial advisorFinancial AdviceMortgage AdvicePension Planning Advice 3a/3b
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #19
CeliMar Consulting GmbH Logo

CeliMar Consulting GmbH

Since 2012 · 1–10 empl.2.5(16)

CeliMar Consulting GmbH provides consulting and brokerage services in insurance, private loans and real estate. Its services also include bookkeeping, tax return preparation, support with company formation, and translation and interpreting.

Insurance brokerInsurance advisoryBank loan and mortgage brokerageProperty brokerage
ranQ Trust Score 3.6 out of 5.0, rated Solid, Rank #20
GESTYLIFE GmbH Logo

GESTYLIFE GmbH

Since 2012 · 1–10 empl.

GESTYLIFE GmbH is a consultancy and service provider focused on property brokerage, sales and investment. It also offers support with insurance, financing and credit, as well as administrative services for Portuguese citizens in Switzerland and Portugal, including help with tax forms, translations and dealings with authorities.

Insurance brokerSupport for emigrants in SwitzerlandLiving and investing in PortugalReal estate services in Switzerland and in Portugal
No score yet
Immotec 2014 AG Logo

Immotec 2014 AG

Since 2014 · 1–10 empl.

The core activity of Immotec AG is real estate marketing, particularly in the rental, sale, new construction and renovation of properties and real estate, as well as in financial consulting for real estate purchases and new constructions.

Mortgage consultingProperty rentalProperty salesNew construction and renovations
No score yet
Dietschiberg Finanz AG Logo

Dietschiberg Finanz AG

Since 2020 · 1–10 empl.

Dietschiberg Finanz AG advises individuals, foundations and businesses on financial matters. Its services include financial planning, investment and financing advice, as well as property marketing and support for real estate projects.

Financial advisorFinancial planningInvestment advisoryFinancing and mortgage advisory
No score yet
VERSICHERUNGS-TREUHAND HAAS Logo

VERSICHERUNGS-TREUHAND HAAS

Since 2021 · 1–10 empl.

VERSICHERUNGS-TREUHAND HAAS advises private and business clients on insurance, health insurance, pensions, property and loans. It also provides fiduciary and tax services, including bookkeeping, financial statements and tax returns.

AccountantInsurance advisoryHealth insurance advisoryMortgage and credit advisory
No score yet
FINolution GmbH Logo

FINolution GmbH

Since 2022 · 1–10 empl.

FINolution GmbH provides financial and pension advice and services in insurance, taxation and real estate. Its activities include retirement planning, tax advice, insurance brokerage, mortgages and solutions for SMEs; customers can also manage their pension and insurance policies digitally.

Financial advisorRetirement planning adviceInsurance adviceReal estate financing
No score yet
VV

VZ Vermögenszentrum AG, Zweigniederlassung Luzern

Since 2006 · 1–10 empl.

Asset manager
No score yet
VV

VZ Vermögenszentrum AG, Zweigniederlassung Sursee

Since 2014 · 1–10 empl.

Asset manager
No score yet
IV

Immo Valor Schweiz AG

Since 2020 · 1–10 empl.

Mortgage consulting
No score yet

Mortgage consulting in the Canton of Lucerne

28Mortgage consultingCommercial register (Zefix) · as of November 15, 2026
2014Median year of registrationCommercial register (Zefix) · as of November 15, 2026
28in the Canton of LucerneCommercial register (Zefix) · as of November 15, 2026
876in SwitzerlandCommercial register (Zefix) · as of November 15, 2026
Locations

Mortgage consulting in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of November 15, 2026

Largest places

Lucerne12