City Amriswil

(0 with 0 ratings)

Accessible, hands-on and committed!

Hello!

I am Roger Steiner, senior advisor for private customers and location representative at Migros Bank in Amriswil. With 30 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I would be happy to advise you on issues relating to investing, pensions and financing, among others.

My professional career began at Schweizerische Volksbank in Winterthur, took me through stints at Credit Suisse, UBS and Thurgauer Kantonalbank to my current position at Migros Bank, which I have held since 2024. These diverse experiences enable me to offer you comprehensive and competent advice.

At Migros Bank, we are proud to be accessible, tangible and committed - values that I live by in my work every day. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs.

In my free time, I spend a lot of time with my family and am passionate about the Schweizersholz village association, where I serve as treasurer and board member. I also like to keep myself active and enjoy riding my racing bike and exploring the slopes while skiing. The variety of my hobbies allows me to continually broaden my horizons and go through life with an open and curious attitude.

I look forward to getting to know you and working with you on your financial goals. Don't hesitate to contact me - I'm always here for you!

Qualifications

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Receive a pension or capital

Invest money

Buy a home

Early retirement, is it possible?

Financial Planning

Pension situation

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

Living situation

Real estate as a pension

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Insure against disability and death

Evaluation

Share your experience with us.

Evaluation

0/2048