I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the qua ...
I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the quality that you deserve.
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial. Show less
My name is Fabian Baur. I am 36 years old and come from Bürglen TG.
I have been working in the financial sector in various countries for almost 10 y ...
My name is Fabian Baur. I am 36 years old and come from Bürglen TG.
I have been working in the financial sector in various countries for almost 10 years.
When dealing with customers, I can fully live out my passion. I enjoy responding to their needs, finding solutions and offering them a positive experience. Whether it is answering their questions, solving problems or just having a friendly chat - I am involved with heart and soul. For me, customer meetings are not just a task, but an opportunity to share my enthusiasm and create added value.
People often describe me as humorous and solution-oriented and appreciate my honest and direct communication. Show less
For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pe ...
For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pension and financial planning, asset optimization, investment advice, etc.) Show less
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
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
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.
With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. ...
With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. What are your personal wishes, dreams and goals? I look forward to creating your individual "life plan" with you and accompanying you step by step to the realization of your dreams.
I advise you with passion and commitment to find solutions that are perfectly tailored to your needs. Since I am not tied to a bank or insurance company, I can evaluate the best partner for your needs with you.
Together we will shape your financial future so that you can devote yourself to your dreams without worry. Show less
Fee-based consulting