Find a financial advisor in Inwil

Fee-based consulting
Commission-based

About me: As a senior real estate expert at AgentSelly, I help our customers to sell their properties successfully and profitably. With extensive expe ...

Fee-based consulting
Commission-based

Welcome to AgentSelly AG! My name is Alissa Balatsky, your real estate expert specializing in residential real estate. As an experienced real estate ...

Edoardo Köppel

Hünenberg

Köppel-Legal AG

(4)

Fee-based consulting
Master of Law (MLaw)
Dipl. Finanzberater IAF
Finanzplaner mit eidg. Fachausweis
CFP-Lizenz
CCFE - Certified Crypto Finance Expert
Hiking
Biking
Cooking
Family
My children (two girls)

Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your le ...

Marc Schöpfer

Hünenberg

Köppel-Legal AG

(1)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. Fachausweis
dipl. Finanzberater

Grüezi At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way ...

Marvin Schwiede

Hünenberg

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 ...

Ömer Faruk

Hünenberg

PostFinance

Fee-based consulting
Commission-based

Ömer Faruk has not entered any text yet.

Dipl. Finanzberaterin IAF

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 ...

Commission-based
Active
Interested
Solution-oriented
Close to nature
Status: Open

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 ...

Markus von Bergen

Steinhausen

von Bergen Solution AG

Fee-based consulting
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Sporty
Close to nature
Authentic
Ambitious
Successful
Sensitive
Loyal

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 ...

Sascha Paul C.

Luzern

Cenorium AG

(2)

Fee-based consulting
CFA Charterholder
MSc in Money & Banking
BSc in Economics

Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact mark ...

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Master of Arts HSG in Banking and Finance
Family person
Skiing
Music
Modern
Experienced
Accessible
Active

Would you like a truly professional investment solution with personal support like in private banking? With me, you get tailor-made investment soluti ...

Thomas Göggel

Zug

Finsulting AG

Fee-based consulting
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Diplomierter Finanzanalytiker und Vermögensverwalter

In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an inde ...

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