
Michael Jomarron Dieguez
Opfikon
V&V Consulting AG
(4.96 with 24 ratings)
Your Trusted Financial Advisor - Don't Believe Me - But Believe My Clients
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
Versicherungsvermittler VBV, 2021
Language(s) in counseling
Englisch
Spanisch
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Optimize insurance policies
Buy a home
Pillar 3a
Financial Planning
Real estate as a pension
Insure against disability and death
Partner protection
Pension situation
Self-employment
Assess the overall financial situation
Second opinion
Sell a property
Real estate as an investment object
Early retirement, is it possible?
Invest vested benefits funds
Financial independence
Create a budget plan
Tax optimization
Reviews (24)
Michael is responsible for my 3a pillar and always reply quickly & honestly to my needs & questions. Highly recommended Michael
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!!!
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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