Find a financial advisor in Meilen

Commission-based
Finanzplaner mit eidg. FA
Family-oriented
Curious
Spontaneous

I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible positio ...

Dr. Reto Rauschenberger

Horgen

Selbstständig

(1)

Fee-based consulting
Commission-based
PhD in Banking und Finance
lic. oec. publ.

Do you want to increase your money, but don't have enough assets to get private banking advice? This can be done wonderfully digitally. www.stuzz.ch ...

Fee-based consulting
Commission-based
Kapitalanlagen
Active
Adventurous
Motivated
Fun-loving
Communicative
Sporty
Sensitive
Keen to travel
Determined
Helpful
Positive thinking
Team player
Disciplined
Creative

Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor ...

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

The cooperative business model of Bank Thalwil allows me as an advisor to provide fair and transparent advice. Personally, it is very important to me ...

Son Nguyen

Horgen

Consolitech Switzerland AG

Fee-based consulting
Commission-based
BSc in Betriebsökonomie mit Vertiefung Finance, Banking & Taxation
EMBA ZFH in Digital Leadership

Son Nguyen has not entered any text yet.

Dennis Butzke

Horgen

AXA

Commission-based
MTB
Travel
Wine
Hotel industry

With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My speci ...

Margot Lorenz

Erlenbach ZH

Portas Capital AG

Commission-based
Bankbetriebswirtin (Bankakademie)
Certificate WMI Client Advisor - HNWI

I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitabl ...

Kay Foerschle

Mönchaltorf

findependent

Commission-based
Certified International Investment Analyst CIIA
Dipl. Finanzanalytiker und Vermögensverwalter
Finanzplaner mit eidg. FA

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension ...

Theo Gerber

Küsnacht ZH

GFB Küsnacht AG

Fee-based consulting

Theo Gerber has not entered any text yet.

Nicolas Landolt

Thalwil

LVT GmbH

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

- Underwriting at the largest Swiss insurer - Extended management at an international insurance broker - Support for internationally active companies ...

Top Rated
Top Rated
Fee-based consulting
Top Rated
Chartered Financial Analyst (CFA)
Master in Accounting and Finance
Family
Sports (tennis
Running & skiing)
Nature
Reading
Good food & wine

There for you. 100% independent. Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relations ...

Stefan Weiss

Uster

Allianz Schweiz Uster

(9)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Versicherungsvermittler VBV
Family man
Own home
Sports
Film
Music
Friendships
Family-oriented

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...

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