Find a financial advisor in Davos Platz

Alessandro Schneider

Chur

Helvetia Versicherungen

(1)

Fee-based consulting
Commission-based
Dipl. Finanzberater IAF
Finanzplaner mit eidg. Fachausweis

Alessandro Schneider has not entered any text yet.

Hendrik Casimiro Salvador

Chur

Zurich, Generalagentur Carsten Schwieder

(5)

Commission-based
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Versicherungsvermittler VBV
Family-oriented
Vehicle lover
Sensitive
Networking
Active

Hey - I'm pleased to welcome you here. My name is Hendrik, I was born, grew up and still live in beautiful Graubünden. I use my free time to spend t ...

Fee-based consulting
Commission-based

Valentina à Porta has not entered any text yet.

Lars Joos

Chur

Fabjoos finance GmbH

Fee-based consulting
Commission-based
Dipl. Finanzberater IAF
Zert. Vermögensberater IAF
Versicherungsvermittler VBV

Everyone has dreams as a child, but these are often buried as we grow older due to external influences and opinions. No one is protected from externa ...

Thomas Roth

Chur

Selbstständig

Fee-based consulting
Commission-based
Independent
Experienced
Competent
Pragmatic
Reliable
Committed
Flexible
Discreet

It is always worth asking questions, regardless of whether you are satisfied with your bank or not. The financial world is dynamic and complex, and th ...

Fee-based consulting
Commission-based

Romina Trivella has not entered any text yet.

Marvin Schwiede

Sargans

OVB Vermögensberatung (Schweiz) AG

(1)

Commission-based
Dipl. Finanzberater IAF
B.Sc. ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance
Active
family-oriented

Welcome to my profile! 😊 Everyone has individual goals and dreams – that’s why a customized financial strategy is essential. I guide you throu ...

Marco Jenni

Sevelen

Jenni Financials GmbH

(1)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Zert. Vermögensberater IAF
Fitness
Cooking
Traveling
Hiking

As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial plannin ...

James Mock

Hinterforst

Mock Versicherungstreuhand GmbH

(3)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA

My heart belongs to the Rhine Valley. I have lived in this beautiful place for almost 47 years. I live in the idyllic Hinterforst near Altstätten/Eic ...

Petra Garcia

Widnau

Raiffeisenbank Mittelrheintal

(9)

Fee-based consulting
Commission-based
Dipl. Bankwirtschafterin HF
CAS Vermögensberatung
Zertifizierte Affluent Kundenberaterin
Exercise in nature
Gardening
Jogging
Hiking
Cross-country skiing
Baking

I am a financial coach with heart and soul. I love helping people understand and improve their finances. I understand that everyone has their own sit ...

Ronny Hug

Widnau

Raiffeisenbank Mittelrheintal

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Bankfachmann mit eidg. FA
CAS Vermögensberatung
CAS Vertriebsmanagement
Certified Wealth Management Advisor CWMA
Family
Hiking
Wine
Travel

With over 25 years of professional experience, I know the different customer needs very well and can offer you individual solutions. If necessary, I ...

Reto Dornbierer

Widnau

Selbstständig, SIVA Consulting Inh. Reto Dornbierer

Fee-based consulting
Commission-based
Dipl. Finanzberater IAF
Versicherungsvermittler VBV

I have been working for reputable providers since 2017 and know the basic cost factors, which I would be happy to point out to you. I only offer advi ...

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