Rolf Gloor
Democratization of investments & revolution of stock savings!
Location: Winterthur
Company: Winterthur Consulting Group AG
Languages: Deutsch
Qualifications: MAS ZFH in Financial Markets Compliance, MAS ZFH in Banking & Finance
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Investieren statt Sparen, ETF-Portfolios, Nachhaltige Anlagen, 3. Säule, Steueroptimierung bei Kapitalbezug, Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
About Rolf
Welcome to my profile. My name is Rolf Gloor, co-founder and managing director of Winterthur Consulting Group AG. With my in-depth training in banking & finance, I have dedicated myself to the democratization of investments and the revolution of share savings.\n\nWe have been offering first-class financial advice at Volkarthaus since 2007. During this time, we have continued to develop and have successfully mastered the growing demands.\n\nMutual trust, time and listening are key values.\n\npersonal & individual\nWealth management and investment advice are based on a personal foundation.\n\nWe adapt our solutions to you individually.\n\nindependent & customer-oriented\nIndependent decision-making bases are the most important thing, for you and for us.\n\nYour needs and goals serve as a point of reference for us.\n\nmanageable & consistent\nAs a financial boutique, we maintain a manageable customer base and know our customers personally.\n\nOur customers value the long-standing and consistent relationship with our company.\n\nAs an asset manager operating in Switzerland, we are licensed by the Swiss Financial Markets Supervisory Authority FINMA.\n\nI look forward to getting to know you personally and shaping your financial future together with you.