Moritz Lucas Klingler
Reliable advice for your financial security - mortgages, retirement planning and insurance from a single source.
Location: Zürich
Company: MY HYPOTHECA AG
Languages: Deutsch
Topics: Immobilie
Specialties: Eigenheimkauf, Hypotheken-Optimierung, Renovation, Anlageobjekte, Immobilie verkaufen, Wohnsitz-Optimierung, Wohnsituation im Alter
About Moritz Lucas
With over 12 years of experience as a pension and insurance expert at a major insurance company, I have developed a deep understanding of my clients' needs. During this time, I acquired in-depth knowledge of financial planning and risk management, which I apply in my daily work.
For the past two years, I have also worked as a mortgage expert, supporting my clients with tailored solutions for their real estate financing. My combination of extensive experience in insurance and pension consulting, along with my expertise in mortgages, allows me to offer comprehensive financial solutions tailored to individual circumstances.
I place great value on a trusting and transparent partnership, where the long-term security and satisfaction of my clients are always paramount.
My goal is to provide you with the best solutions for your financial future and to competently guide you every step of the way.