Andreas Grädel

City Männedorf

(5 with 1 ratings)

Your financial coachman from Lake Zurich

I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible position since 2020, I bring you the essence of over 28 years of experience in banking, most recently as Relationship Manager at Zürcher Kantonalbank.

My passion? Finding the perfect balance between tradition and innovation in the financial world. Just as I cultivate the historical craft of carriage driving in my free time, I also navigate the modern financial landscape with precision and consideration. My mission is to achieve your financial goals with a calculated level of creativity and solid expertise.

I firmly believe that real success is rooted in personal support and understanding individual needs. Your financial future is as unique as you are - that's why I offer tailor-made solutions that are not just based on numbers, but also on a deep human connection.

Whether it's asset management, investment strategies or comprehensive financial planning - I'm at your side. With one eye for detail and the other for the big picture, I ensure that your investments bear fruit not only today, but also tomorrow.

My approach is simple: clear, transparent and always one step ahead. Because just like driving a carriage, financial advice is about choosing the right path and reaching your destination safely.

Call me and let's take the reins together and set off on the road to your financial success.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2003

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

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

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Reviews (1)

G

Sämi Weber

27.03.2024

Ich schätze Andreas Grädel als kompetenten und engagierten Finanzexperten. Besonders schätze ich seine sympathische und menschliche Art.

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