City Opfikon

V&V Consulting AG

(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

  • 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)

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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