
Accessible, hands-on and committed!
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
Dipl. 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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