Matthias Dudler
Wettingen
Detlefson AG
(0 with 0 ratings)
Website
"Dem Paradeplatz den Rücken gekehrt" (Zeitungsartikel)
Your trust is our greatest asset
Detlefson AG is managed by the second generation, Matthias Dudler, who has been active in the financial markets for over 34 years and serves his clients in seven different languages. He studied at UC Berkeley and NYU and is an ambassador for SOS Children's Villages.
We manage the client assets entrusted to us in a way that is individually tailored to the needs and wishes of the clients. With office space on a country estate in a granary dating back to 1769, we provide our partners and clients with "old style Swiss private banking" in practice.
Qualifications
Language(s) in counseling
Spanisch
Portugiesisch
Englisch
Italienisch
Französisch
Deutsch
Relevant memberships
Verband Schweizerischer Vermögensverwalter VSV
FINMA unterstellt
Topics:
Assess the overall financial situation
Invest money
Buy a home
Self-employment
Real estate as a pension
Sell a property
Financial independence
Financial Planning
Early retirement, is it possible?
Receive a pension or capital
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Affordability as a widow
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Crypto consulting
Evaluation
Share your experience with us.
