I want to get to know my clients' individual wishes, goals, and needs.
Thanks to my expertise, reliability, and honesty, I gain their trust.
Trust is ...
I want to get to know my clients' individual wishes, goals, and needs.
Thanks to my expertise, reliability, and honesty, I gain their trust.
Trust is the foundation of a long-term client relationship.
Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht
Lizenzierung Private Banking
,Family,Sport,Wine,Balance,
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.
What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.
I look forward to learning more about you and your goals in a non-binding initial consultation. Show less
Over the last 10 years I have been able to help countless people achieve their goals.
The most important thing is to find out where they want to go a ...
Over the last 10 years I have been able to help countless people achieve their goals.
The most important thing is to find out where they want to go and to support them with my comprehensive knowledge so that they get where they want to go.
Mutual trust plays a big role for me here because only if we can rely on each other can planning work in the long term.
The best thing about the job is when we can find a comprehensive solution that not only suits you but also all future eventualities and, quite honestly, who doesn't like to save on taxes when it comes to something like that?
Finally, when we have done everything for you to make it work and then a stroke of fate does happen, you can be sure that a helping hand is there for you.
What you can expect.
1. A solid foundation.
2. Understanding your goals.
3. A tax-optimized solution.
4. Legally supported planning.
5. A partner who is there for her. Show less
Personal contact with my clients is particularly important to me. In every consultation, my top priority is to offer you honest and transparent advice ...
Personal contact with my clients is particularly important to me. In every consultation, my top priority is to offer you honest and transparent advice. Together we work out solutions that are tailored precisely to your individual needs.
Let's find out in a personal conversation how I can best support you on your financial journey. Your goals and wishes are always my top priority. Show less
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 ...
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! Show less
My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the mark ...
My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the markets and the needs of my customers.
As a certified IAF asset manager/financial advisor and qualified IAF fund advisor, I have the qualifications to provide you with competent, individual advice.
Comprehensive market knowledge: I am familiar with current developments in the financial markets and know how I can use them for you.
Empathy and patience: I take time for your questions and concerns and provide you with continuous support. Show less
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 ...
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.
We 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.
Mutual trust, time and listening are key values.
personal & individual
Wealth management and investment advice are based on a personal foundation.
We adapt our solutions to you individually.
independent & customer-oriented
Independent decision-making bases are the most important thing, for you and for us.
Your needs and goals serve as a point of reference for us.
manageable & consistent
As a financial boutique, we maintain a manageable customer base and know our customers personally.
Our customers value the long-standing and consistent relationship with our company.
As an asset manager operating in Switzerland, we are licensed by the Swiss Financial Markets Supervisory Authority FINMA.
I look forward to getting to know you personally and shaping your financial future together with you. Show less
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a banker, I gained a solid understanding of the various aspects of banking. In my role as a customer advisor for companies, I have been able to continuously expand my expertise in the areas of financing, lending and investment advice. I have successfully supported start-up companies in the implementation of their business plans and helped them make the right financial decisions to promote their growth.
My passion for the field of banking lies not only in the financial industry itself, but also in the opportunity to help customers achieve their financial goals. I value the importance of trust and integrity in the customer relationship and am always committed to offering the best possible solutions that meet the individual needs and goals of my customers. Show less
Fee-based consulting
