
Accessible, hands-on and committed!
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.