Yvan Hunziker
Trustworthy cooperation with long-term benefits for you
Location: Aarau
Company: Baloise Versicherung und Bank
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. Fachausweis
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
About Yvan
I help people achieve their heartfelt wishes and financial dreams by providing financial security and showing them how to efficiently build wealth. Together, we lay the foundation so you can fulfill your dream of homeownership. I also review your insurance situation to ensure you're protected should something unexpected happen. To provide you with added value in the areas of investment optimization, retirement planning, and real estate purchases, I create a retirement analysis, an investment plan, or a financing proposal for you. Working with me offers the advantage of my support with banking and insurance matters. You can count on over 7 years of experience in the financial industry, and I can personally demonstrate the effectiveness of all the topics you've read about. I can also support you with the following: - Tax optimization - Pension planning (decision between pension and lump sum) - Health insurance optimization for you and your family. Contact me: Mobile +41 79 598 36 35 nyvan.hunziker@baloise.ch