Hello!
I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.
With over 9 years of experience in the financial industry, I am committed t ...
Hello!
I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.
With over 9 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investing, pension provision and financing, among others.
My professional career began at UBS, continued through Raiffeisenbank Pilatus and brought me to Migros Bank in 2022. These diverse experiences enable me to offer you comprehensive and competent advice that is individually tailored to your needs.
At Migros Bank, we pride ourselves on being accessible, hands-on 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 am passionate about traveling and discovering new cultures. Exchanging ideas with people from different walks of life not only enriches my personal life, but also gives me valuable insights that I incorporate into my work. These experiences enable me to respond to your individual needs with openness and understanding.
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! Show less
I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.
It is important to me t ...
I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.
It is important to me to give you a clear and neutral overview. This should be easy to understand and simple for you to implement. I take a completely independent view - detached from all financial service providers. Optimization opportunities arise from an objective, neutral and tailored view. It is important to me that you can make your decisions with a secure and good feeling. All the basics are explained simply and understandably.
My philosophy is to work honestly and transparently. In addition, I work with a long-term horizon and accompany my customers personally. Even after the consultation has taken place, I am always available to help with changes. This results in interesting and exciting relationships. This is the reason why I see financial planning as a passion and enjoy doing it.
I look forward to exciting, interesting and great and hopefully numerous inquiries. Show less
Welcome!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve fin ...
Welcome!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve financial goals and secure their future for many years.
What I do for you:
Retirement planning: Individual strategies for a secure pension.
Real estate & investments: Tailor-made solutions for your assets.
Insurance optimization: No over-insurance, fair contributions.
My approach:
Transparency, personal advice and real results are my focus. Together we will develop a plan that suits your goals.
Want a non-binding conversation?
Book a free introductory meeting now - I look forward to getting to know you! Show less
Eric Salathé AG - Der Antwortenfinder // Unternehmens-, Immobilien- und Vorsorgeberatung
Fee-based consulting
Betriebsökonom KLZ
CAS in Unternehmensnachfolge
Hobbies: music and sports.
After four decades in the fascinating world of finance, I founded my own sole proprietorship on July 1, 2021 and converted it into a stock corporation ...
After four decades in the fascinating world of finance, I founded my own sole proprietorship on July 1, 2021 and converted it into a stock corporation (Eric Salathé AG - The Answer Finder) on January 1, 2024. The step into self-employment enables me to use my extensive specialist knowledge as well as my life and management experience in a warm, serious and inspiring way. It fills me with great joy to accompany private and business customers on their journey.
Whether it is about
• the art of investing,
• buying, selling or financing real estate,
• the careful examination of your retirement provision,
• coaching in demanding business situations,
• the successful future design of your hotel or catering business,
• the perfect arrangement of business succession or
• the relief of commercial work -
I am at your side on all of these topics as a discreet, neutral and independent advisor.
I am convinced that financial advice should not only be based on numbers, but also on personal trust and individual support. Let's find ways together to achieve your financial goals and realize your personal dreams. I look forward to getting to know you and working together on your financial future. Show less
Married. Sports enthusiast and performance-oriented.
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions ...
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions with fair conditions are of great importance. Show less
Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact mark ...
Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact market developments. What is possible, however—and what sets successful investors apart—is being thoughtfully prepared for volatile markets, geopolitical shifts, emerging trends, and crises. And that’s exactly where I can help you.
How? There is no standardized solution for everyone. Therefore, I create an individualized investment approach tailored specifically to your goals and needs, placing long-term stability and strategic foresight at its core. Together, we’ll develop a comprehensive strategy that not only protects and grows your wealth but, if desired, thoughtfully integrates real estate investments and retirement planning.
It’s particularly important to me that you understand clearly what’s truly essential for your investments. With over 10 years of professional experience in portfolio management and advanced degrees in Finance & Economics, I provide you with practical knowledge and clarity—so that you can actively and confidently shape your financial future.
I look forward to getting to know you in a free, no-obligation introductory call. Please contact me directly to arrange an appointment or simply use the direct scheduling feature provided by the platform.
In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in W ...
In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in Wealth Management at Bank Vontobel is to accompany you through all phases of your life. I offer you tailor-made investment and pension solutions and support you in achieving your financial goals and managing your assets optimally.
Contact me - I look forward to a non-binding discussion and an exciting exchange. Show less
My motivation / my WHY
Even as a child, the subject of money often caused disagreements and left me with a feeling of unease. That's why money took o ...
My motivation / my WHY
Even as a child, the subject of money often caused disagreements and left me with a feeling of unease. That's why money took on a special meaning in my life. Today, it is important to me to show others how they can use simple strategies to make their money work for them in order to experience abundance and wealth.
I discovered my passion for finances at an early age. I have been consistently pursuing my wealth building for more than two decades. Around 20 years ago, I bought my first shares and bonds. With commitment and dedication, I continuously deepened my knowledge in this area over the following years. It is important to me that I apply all the financial approaches that I pass on to others myself and have thoroughly tested them.
No pain, no gain!
Selling real estate made easy - then you've come to the right place!
Welcome to AgentSelly AG! I'm Siba Barati, your experienced r ...
No pain, no gain!
Selling real estate made easy - then you've come to the right place!
Welcome to AgentSelly AG! I'm Siba Barati, your experienced real estate agent. Since 2017, I've been supporting people in one of the most important steps in their lives: buying or selling their property.
I'm particularly proud of my work and dedication, which leads to the positive feedback from my customers. Do you want to benefit from this too? Then you've come to the right place! I offer you transparency, efficiency and technical know-how.
Let's put your real estate project into action together. I look forward to getting to know you personally!
About me:
As a senior real estate expert at AgentSelly, I help our customers to sell their properties successfully and profitably. With extensive expe ...
About me:
As a senior real estate expert at AgentSelly, I help our customers to sell their properties successfully and profitably. With extensive experience in sales and in-depth knowledge of the real estate market, I develop a tailor-made sales strategy for each property that is optimally tailored to your individual needs and goals. My goal is to make the sales process smooth, efficient and transparent.
I am an open-minded and communicative person with a great interest in getting to know people and understanding their needs precisely. My customers value my reliability, professionalism and expertise. I always solve challenges quickly and effectively - always with the aim of achieving the best results for my clients.
AgentSelly:
AgentSelly stands for a modern and efficient way of selling real estate in Switzerland. We combine traditional expertise with digital solutions to make the sales process simple and transparent for our customers. We achieve optimal results through tailor-made marketing strategies.
Our promise:
We offer a top price-performance ratio with a fair and capped fee. This means that you benefit from our comprehensive expertise and our tailor-made service without having to worry about hidden costs. Maximum transparency and customer satisfaction are our top priority. Show less
Welcome to AgentSelly AG!
My name is Alissa Balatsky, your real estate expert specializing in residential real estate.
As an experienced real estate ...
Welcome to AgentSelly AG!
My name is Alissa Balatsky, your real estate expert specializing in residential real estate.
As an experienced real estate agent and real estate appraiser at AgentSelly AG, I am passionate about making your dream home come true.
My work is based on trust, transparency and a clear focus on your individual needs. Whether you are looking for a precise property valuation, the sale of your property or comprehensive advice - I am at your side with my expertise and experience to make the entire process as smooth and successful as possible.
My extensive market knowledge and track record speak for themselves - numerous satisfied customers can confirm this.
In addition to my work, I am passionate about the following:
Dancing helps me switch off, keeps me in shape and promotes my creativity.
Playing the guitar trains my precision, ability to learn and puts me in a good mood.
Traveling gives me inspiration and helps me get to know new cultures.
I look forward to getting to know you and taking the next step with you. Please feel free to contact me at any time for a no-obligation discussion.
In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wr ...
In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wrong? Is it really worth it? Have I made the right decision?
Do you know that feeling? As a financial advisor, it is therefore particularly important to me that you, the customer, are always the focus and that your individual situation is the focus. Of course, that can only be done if you pay me for it. In return, you can be sure that I am solely committed to you.
I am also convinced that good financial advice should be accessible to everyone. So if you have a small budget but still want competent advice, contact me to find out more about my dynamic pricing model. It enables cost-effective advice in every income and asset situation. Show less
Fee-based consulting