Marco Züger

City Schindellegi

(0 with 0 ratings)

Personality and experience

You decide - which solution comes closest to your ideas! Our philosophy is not to sell anything, but to advise and help with questions.

We have been working in pension, financial and insurance consulting for over 30 years. In the course of our professional lives, we have enjoyed an enormous amount of specific training. We really know our stuff.

We founded our own company in 2002. Only with independence was it possible to combine the best offers and offer our customers outstanding solutions.

As independent pension consultants, we are successful because we offer better solutions. Better means, on the one hand, cleverly combining the best providers and, on the other hand, absolute service and cost transparency.

Qualifications

Language(s) in counseling

  • Deutsch

Topics:

Invest money

Pillar 3a

Assess the overall financial situation

Financial Planning

Create a budget plan

Tax optimization

Second opinion

Invest vested benefits funds

Financial independence

Major purchase

Optimize insurance policies

Crypto consulting

Evaluation

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