City Hergiswil NW

Michael Jomarron Dieguez

(4.96 with 24 ratings)

Your Trusted Financial Advisor - Don't Believe Me - But Believe My Clients

Welcome!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve financial goals and secure their future for many years.

What I do for you:

Retirement planning: Individual strategies for a secure pension.

Real estate & investments: Tailor-made solutions for your assets.

Insurance optimization: No over-insurance, fair contributions.

My approach:
Transparency, personal advice and real results are my focus. Together we will develop a plan that suits your goals.

Want a non-binding conversation?

Book a free introductory meeting now - I look forward to getting to know you!

Qualifications

Relevant Diplomas

  • TestedVersicherungsvermittler VBV, 2021

Language(s) in counseling

  • Englisch

  • Spanisch

  • Deutsch

Relevant memberships

  • Berufsbildungsverband der Versicherungswirtschaft VBV

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Pillar 3a

Tax optimization

Buy a home

Financial Planning

Pension situation

Partner protection

Insure against disability and death

Optimize insurance policies

Invest vested benefits funds

Real estate as a pension

Self-employment

Assess the overall financial situation

Second opinion

Real estate as an investment object

Early retirement, is it possible?

Financial independence

Create a budget plan

Invest money

Receive a pension or capital

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

Donate an inheritance

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Affordability as a widow

Finance a holiday home

Major purchase

Advance directive and living will

Crypto consulting

Sell a property

Reviews (24)

G

Trang

22.11.2024

Michael is responsible for my 3a pillar and always reply quickly & honestly to my needs & questions. Highly recommended Michael

G

Grethel

20.11.2024

Michael es muy profesional. Soy de las que hago muchas preguntas y con él siempre tengo las respuestas y consejos que mejor se ajustan a mis deseos y necesidades. Es alguien que demuestra su amor por lo que hace, muy responsable, dedicado. Estoy muy contenta con sus servicios!!!

G

Luana

18.11.2024

Michael ist ehrlich, transparent und kompetent. Er konnte uns super aufklären und hat immer Zeit, um offene Fragen zu beantworten und kann das komplizierte Versicherungs-ABC mit verständlichen Worten erklären. Ich fühl mich gut aufgehoben .

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