Mortgage consulting in the
Canton of Vaud

FBBR, forte broker bureau romand Sàrl

Since 2004 · 1–10 empl.·4.6(21)

FBBR, forte broker bureau romand Sàrl is an independent insurance and pension advisory and brokerage firm. It reviews and optimizes insurance coverage, advises on private and occupational pension planning, and arranges mortgages and real estate transactions.

Lora finance Sàrl

Since 2021 · 1–10 empl.·5.0(36)

Lora finance Sàrl advises on personal and mortgage loans and arranges financing solutions. Its services also include consolidating existing loans and optional insurance to cover loan payments in the event of unemployment.

UAG et associés SA

Since 2014 · 1–10 empl.·5.0(6)

UAG et associés SA is an independent broker and manager of insurance and pension solutions for individuals and businesses. Its services also include advice on real estate and mortgage financing, claims support, Family Office coordination and assistance with business creation.

JLDA SA

Since 2023 · 11–20 empl.·5.0(17)

JLDA SA is an independent insurance brokerage serving individuals and small and medium-sized businesses. It advises on personal and property insurance, occupational and private pension planning, mortgages, health insurance, financial planning and investments.

One-conseils Sàrl

Since 2022 · 1–10 empl.·5.0(25)

One-conseils Sàrl provides insurance brokerage and portfolio management, accounting, tax and administrative support. Its services also include real estate brokerage and mortgage financing, IT assistance and coworking facilities.

REALTOWN SA

Since 2023 · 1–10 empl.·5.0(22)

REALTOWN SA operates in the real estate sector and develops property projects for private and professional clients. Its services include assessing land, managing project development and sales, and helping clients find mortgage financing.

BCD Financial Group Sàrl

Since 2018 · 1–10 empl.·4.5(30)

BCD Financial Group Sàrl provides financial and pension advice and independent insurance brokerage for individuals and businesses. Its services include tax returns and tax advice, company formation and accounting, as well as mortgage brokerage and property sales.

Sicuro Finance & Prévoyance Sàrl

Since 2019 · 1–10 empl.·4.6(29)

Sicuro Finance & Prévoyance Sàrl provides financial and pension advice. Its services include pension analyses and retirement financial planning, mortgage financing and renewals, tax advice, and third-pillar life insurance.

Associés courtiers SA

Since 1959 · 1–10 empl.

Associés courtiers SA advises on real estate transactions and brokers property purchases and sales. Its services also include property financing, financial advice and partnerships, and real estate investment.

Préville SA, AGC Consulting

Since 1969 · 1–10 empl.

Préville SA, AGC Consulting advises individuals and businesses on insurance, pensions and risk management, and brokers insurance solutions. It also provides advice on mortgages and financing property purchases.

ELG partners S.A.

Since 1985 · 1–10 empl.

ELG partners S.A. advises individuals and businesses on insurance, finance, wealth management and pension planning. It also arranges mortgage financing and real estate transactions, and offers fiduciary services such as accounting and tax support through a partner.

Appoint Conseils Sàrl

Since 2003 · 1–10 empl.·4.5(10)

Appoint Conseils Sàrl is an independent, impartial consultancy and insurance brokerage. It arranges insurance for individuals and businesses as well as mortgage loans, and provides tax and administrative services, including assistance with tax returns and bookkeeping.

Santos Assurances & Crédits Sàrl

Since 2006 · 11–20 empl.

Santos Assurances & Crédits Sàrl provides advice and brokerage in insurance and credit. Its services include personal and business insurance, personal and mortgage loans, as well as pension and tax advice.

Helvetia International SA

Since 2008 · 1–10 empl.

Helvetia International SA is a financial and insurance advisory firm and operates as an insurance broker. It advises individuals and businesses on property financing, insurance, retirement planning, taxes, investments and estate planning.

Patrimoine Conseils SA

Since 2009 · 11–20 empl.

Patrimoine Conseils SA advises on real estate and businesses, providing technical, legal and economic property valuations, company valuations and analyses of investment profitability. Its services also include wealth, succession and pension planning, financing support, and the coordination and management of development and investment projects.

XPERT IMMO SA

Since 2010 · 1–10 empl.

XPERT IMMO SA develops real estate projects and offers support with property financing, as well as investment opportunities in real estate, commodities and financial products. Its services are aimed at people seeking to preserve and grow the value of their assets.

AF Consult Sàrl

Since 2010 · 1–10 empl.

AF Consult Sàrl is an insurance broker advising individuals and businesses on insurance, pension provision and mortgage financing. It assesses clients’ needs and compares offers from different providers.

Pamir Fiduciaire & Assurance Sàrl

Since 2010 · 1–10 empl.·4.6(9)

Pamir Fiduciaire & Assurance Sàrl advises individuals and businesses on insurance and financial provision. Its services include health, vehicle, liability and business insurance, as well as assistance with tax returns, credit and mortgages.

Suisse hypothèque SA

Since 2011 · 1–10 empl.

Suisse hypothèque SA advises clients on property financing and the renewal of mortgage contracts. It compares and negotiates financing offers and provides support with pension planning, tax matters and administrative procedures.

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family-office services for private clients and businesses. Its activities include wealth and investment management, financial and tax advice, mortgage guidance, insurance services, accounting and company formation.

INVICTUM SA

Since 2014 · 1–10 empl.

INVICTUM SA provides real estate brokerage and valuation services. It assists sellers and buyers with property transactions and offers guidance on financing, taxes and property insurance.

Wayne Home Investments Sàrl

Since 2016 · 1–10 empl.

Wayne Home Investments Sàrl is a real estate agency that assists with property purchases and sales and brokers newly built homes. It also supports clients with financing and offers made-to-measure kitchens, including delivery and installation.

CASALEND SA

Since 2016 · 11–20 empl.

CASALEND SA connects private borrowers with institutional lenders for mortgage financing. It assesses borrowers’ creditworthiness and property values, structures the loans, and manages their administration.

MD Assurances & Conseils SA

Since 2017 · 1–10 empl.

MD Assurances & Conseils SA is an insurance brokerage serving individuals and businesses. It advises on and arranges insurance, assists with policy administration and claims, and provides guidance on mortgages, pensions and investments.

Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général

Since 2018 · 21–50 empl.

Swiss Life, Agence générale de Lausanne, Arnaud Charels, Agent Général is a Swiss Life agency providing pension and financial advice. It offers individual pension solutions for individuals and businesses, as well as advice on investments and real estate.

Vesta Conseils SA

Since 2018 · 11–20 empl.

Vesta Conseils SA advises businesses and individuals on insurance and helps them manage and optimise their insurance portfolios. It also arranges mortgage loans through partners.

ZZ Courtage en assurances SA

Since 2020 · 11–20 empl.

ZZ Courtage en assurances SA advises individuals and businesses on insurance and pension provision. Its services include risk and portfolio analysis, negotiating and managing insurance contracts, claims support and mortgage advice.

Mobilière Suisse Société d'assurances, Agence générale Riviera, Fabrice Rendina

Since 2020 · 11–20 empl.

Mobilière Suisse Société d'assurances, Agence générale Riviera, Fabrice Rendina is a general insurance agency. It provides insurance and pension services.

CFP IMMO + CONSEILS, Candice-Marie Pasche

Since 2015 · 1–10 empl.

CFP IMMO + CONSEILS, Candice-Marie Pasche is a real estate agency that assists with the purchase and sale of properties and land. Its services also include property valuations and advice and support on financing, renovation, construction, architecture and home staging.

Avinci Sàrl

Since 2021 · 1–10 empl.·5.0(6)

Avinci Sàrl provides advice and brokerage services in insurance, finance and real estate. Its services include insurance for individuals and businesses, investment advice, mortgage planning and pension solutions.

K Insurance Sàrl

Since 2023 · 11–20 empl.·5.0(14)

K Insurance Sàrl is an insurance brokerage advising individuals and businesses on insurance and pensions. Its services include analysing and optimising insurance portfolios, assisting with claims management, and arranging financing solutions for property projects.

PlaGestHy Assurances Sàrl

Since 1998 · 1–10 empl.·5.0(6)

PlaGestHy Assurances Sàrl is an independent insurance broker advising businesses on insurance across different lines. Its services include risk analysis, insurance portfolio administration and claims support, as well as advice on occupational provision and tax considerations and the arrangement of commercial and mortgage loans.

Assurimo S.A.

Since 1999 · 1–10 empl.·4.7(6)

Assurimo S.A. advises individuals and businesses on insurance and mortgage financing. Its services include analysing and managing insurance portfolios, assisting clients with claims, and supporting property financing and related tax planning.

Groupe Glabs Sàrl

Since 2018 · 1–10 empl.·4.4(5)

Groupe Glabs is a full-service advertising agency offering a wide range of services, including: communication strategy and consulting, creation of advertising materials (print, web, video), development of websites and mobile applications, search engine optimization (SEO), social media marketing and community management, influencer marketing and public relations, content creation (text, image, video), and intelligent solutions with artificial intelligence (AI). The company's core activity is to support businesses in developing their brand and communication strategy to achieve their goals.

PHIDA Management SA

Since 2000 · 51–100 empl.·3.0(14)

PHIDA Management SA is a company in the PHIDA Group. The group brings together businesses active in construction, events, services and investment.

ESTÉ HOMES Sàrl

Since 2021 · 11–20 empl.

ESTÉ HOMES Sàrl is a real estate company advising buyers, sellers, property owners and investors and supporting them through property transactions. Its services include property valuations, purchase and sales brokerage, investment advice, and guidance on property development and Swiss real estate regulations.

Florian Fragnière assureur-conseils

Since 2017 · 1–10 empl.

Florian Fragnière assureur-conseils advises individuals and businesses on insurance. Services include reviewing and analysing insurance portfolios, providing advice and finding insurance solutions, and searching for mortgage loans with insurance companies.

Stünkel Immobilier Sàrl

Since 2005 · 1–10 empl.·5.0(5)

Stünkel Immobilier Sàrl is a real estate agency handling property purchases and sales. Its services include property valuations and assistance with real estate financing.