Marco Senn

City Wil SG

(0 with 0 ratings)

Accessible, hands-on and committed!

Hello! I am Marco Senn, customer advisor at Migros Bank in Wil. With over 30 years of experience in the financial sector, I am committed to supporting you with your financial concerns. I am happy to advise you on questions relating to investing, pension provision and financing, among other things.

My professional career began at the Spar- und Leihkasse Wartau-Sevelen, continued through the Raiffeisenbank Bischofszell and brought me to Migros Bank in 2017. These diverse experiences enable me to offer you comprehensive and competent advice.

At Migros Bank, we are proud to be accessible, practical 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.

In my free time, I enjoy hiking in nature and immersing myself in exciting books. These hobbies help me clear my head and gain new perspectives that I like to incorporate into my work.

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

Invest money

Buy a home

Financial Planning

Early retirement, is it possible?

Pillar 3a

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Second opinion on retirement plan

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Insure against disability and death

Optimize insurance policies

Create a budget plan

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