Davide Greco

City Bern

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Accessible, hands-on and committed!

Hello!

I am Davide Greco, customer advisor at Migros Bank in Bern. With over 17 years of experience in the financial sector, including more than 13 years at Migros Bank, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investments, pensions and financing, among others.

I began my professional career at Swiss Life, where I specialized in pensions and mortgages. I have been working at Migros Bank since 2011 and advise our customers in the areas of mortgages, pensions, investments and pension planning. This many years of experience enables me to offer you well-founded and customized solutions.

At Migros Bank, we are proud to be accessible, tangible and committed - values that I live by every day in my work. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs. I offer consultations in German, Italian and French to ensure that you are comfortable and well informed in your preferred language.

In my free time, I enjoy spending time with my family and friends. I am a sports enthusiast and enjoy spending my free time skiing or on the football pitch. I am also fascinated by motorsports and I follow the races with great interest. These activities help me to leave everyday life behind and recharge my batteries. The balance between work and leisure means that I can always start my work with fresh energy and new perspectives, which enables me to offer you the best possible advice.

I look forward to getting to know you and working with you on your financial goals. Do not hesitate to contact me - I am always there for you!

Qualifications

Relevant Diplomas

  • TestedDipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft, 2017

Language(s) in counseling

  • Englisch

  • Italienisch

  • Französisch

  • Deutsch

Topics:

Assess the overall financial situation

Receive a pension or capital

Early retirement, is it possible?

Buy a home

Invest money

Financial Planning

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Tax optimization

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Real estate as an investment object

Finance a holiday home

Invest vested benefits funds

Financial independence

Pension situation

Insure against disability and death

Optimize insurance policies

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