- many years of experience in the private sector (industry) as a mechanic, management employee and managing director
- Experience in the insurance ind ...
- many years of experience in the private sector (industry) as a mechanic, management employee and managing director
- Experience in the insurance industry (property, liability, pension)
- Work as a business specialist
- As a father of 2 children and homeowner, I can understand the individual challenges
Hello!
I am Roger Steiner, senior advisor for private customers and location representative at Migros Bank in Amriswil. With 30 years of experience ...
Hello!
I am Roger Steiner, senior advisor for private customers and location representative at Migros Bank in Amriswil. With 30 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I would be happy to advise you on issues relating to investing, pensions and financing, among others.
My professional career began at Schweizerische Volksbank in Winterthur, took me through stints at Credit Suisse, UBS and Thurgauer Kantonalbank to my current position at Migros Bank, which I have held since 2024. These diverse experiences enable me to offer you comprehensive and competent advice.
At Migros Bank, we are proud to be accessible, tangible and committed - values that I live by in my work every day. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs.
In my free time, I spend a lot of time with my family and am passionate about the Schweizersholz village association, where I serve as treasurer and board member. I also like to keep myself active and enjoy riding my racing bike and exploring the slopes while skiing. The variety of my hobbies allows me to continually broaden my horizons and go through life with an open and curious attitude.
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
Certified Environmental, Social and Governance Analyst CESGA
Finanzplaner mit eidg. FA
CCFE Certified Crypto Finance Expert
Family man
Athlete & Connoisseur
Globetrotter
My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With ...
My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With over 20 years of experience in advising private and institutional clients, I know the challenges and wishes of my clients exactly.
In my career, I have provided wealthy private individuals and professional institutional clients with strategic and holistic advice on all investment and financial matters. I attach great importance to objectivity and transparency. My extensive further training - including a master's degree, a federal professional certificate in financial planning and a specialization in sustainable investments - makes me your competent and independent partner in all financial matters.
Let's tackle your goals together and without conflicts of interest. I look forward to getting to know you in a free initial consultation!
Find out more:
www.linkedin.com/in/marco-eberle-3b322280 Show less
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I ...
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I help people achieve their financial goals twice as fast - without commissions and without conflicts of interest.
The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.
The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation
The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence
The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations Show less
About me:
As a Financial Consultant & Relationship Manager at Swiss Life Wealth Managers, I have been supporting our customers in all matters relating ...
About me:
As a Financial Consultant & Relationship Manager at Swiss Life Wealth Managers, I have been supporting our customers in all matters relating to private finances and asset management since the beginning of 2024. Before that, I worked as an independent financial advisor at Swiss Life Select. In this role, I advised customers on all aspects of pension provision, insurance and wealth creation. I started my career in the Kradolf-Schönenberg municipal administration, where I successfully completed my training as a businessman. I am a trained financial planner with a federal professional certificate. I also have the internationally recognized accreditation of a Certified Financial Planner (“CFP”).
What is important to you when working with customers?
Communication is the key to successful cooperation based on long-termism and transparency. It should be clear, understandable and, above all, honest. My aim is to offer customers security and clarity with holistic and individual advice and to allay any worries they may have. In order to achieve this, it is essential that my customers trust me and are honest.
What do customers value about your work?
I often hear from my customers that they really appreciate my empathy and my understandable way of expressing myself. I deliberately choose clear and easy-to-understand language without a lot of technical terms so that the person I am talking to - regardless of their financial expertise, which varies greatly across the customer base - can understand my solutions and suggestions.
Why did you decide to expand your expertise in the area of asset management/financial advice?
I like numbers and I like people - in my work as a financial consultant & relationship manager I can combine these two passions wonderfully. I really enjoy tackling complex issues and presenting them in an understandable way. Show less
For over 14 years, I have been helping my clients to structure their finances clearly and achieve personal goals in the long term. My focus is on pens ...
For over 14 years, I have been helping my clients to structure their finances clearly and achieve personal goals in the long term. My focus is on pension provision, financial planning and financing, with the aim of creating optimal financial security. In doing so, I take tax aspects into account and work with my clients to develop tailor-made solutions that are a perfect fit for them.
As a certified IAF financial advisor, I attach particular importance to holistic advice that includes both the optimization of insurance and comprehensive financial planning. With my in-depth knowledge and many years of experience, I am a reliable partner for my clients - competent, committed and always with an eye on their individual needs.
I work with trust and am always happy to be there for my clients and interested parties to support them on their financial journey. I prefer to use the informal "you" for communication on an equal footing. You are welcome to register for a free introductory meeting using my Calendly link. 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
Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs aris ...
Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs arise and you enter a new phase of life. For me, the focus of my advice is the individual personality of each individual. Only when we meet on an equal footing and I understand your wishes and goals can I offer you optimal advice.
I offer comprehensive analysis and advice, whereby you as a customer benefit from lifelong support in all insurance, financial and tax matters. It is important to me not only to offer you occasional support, but to be a long-term partner on your financial journey. Let us develop the best strategies together to achieve your individual goals.
I look forward to getting to know you personally and accompanying you on your financial journey.
Finances don't always have to be complicated. My motto is to integrate the needs and wishes of my customers into the planning and present them accordi ...
Finances don't always have to be complicated. My motto is to integrate the needs and wishes of my customers into the planning and present them accordingly, on an equal footing and in a simple manner. I answer the various questions without using a lot of foreign words and gibberish. Since I work on a fee basis, I can offer neutral planning and try to generate the greatest possible added value for you. I am your first point of contact for financial or pension planning.
Through my ongoing training and as an audit expert at VBV, I always try to stay up to date in order to offer the best possible quality. Show less
90% of homeowners aged between 55 and 63 are thinking about housing in old age - but only 16% have sought advice so far.
This and many other survey f ...
90% of homeowners aged between 55 and 63 are thinking about housing in old age - but only 16% have sought advice so far.
This and many other survey findings are incentive enough for me to support you as best as possible on important topics such as retirement, inheritance and security.
And the more life experience you have, the more targeted I can advise you. True to the motto: "Information is not knowledge. The only source of knowledge is experience."
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.
Fee-based consulting
