Find a financial advisor in Unterägeri

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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 ...

Finanzplanerin mit eidgenössischen Fachausweis
Raiffeisen Vermögensberaterin
Certificate of Advanced Studies Hochschule Luzern/FHZ in Vermögensberatung

Financial decisions should never be viewed in isolation. That's why I place great importance on creating a trusting basis in my consultations and taki ...

Melina Scheuber

Baar

Melina Scheuber AG

(30)

Fee-based consulting
Bachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance
Entrepreneur
mother
wife
daughter
sister
friend
native of Central Switzerland
nature lover
cosmopolitan
tolerant
adventurous
empathetic

Why are finances important now? Finances aren't a sideshow – they're the foundation of your security, stability, and future. Those who are in contro ...

Commission-based
Certified Wealth Management Advisor CWMA
Master of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
Diploma of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management

My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure t ...

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 ...

Ronny Zehnder

Schindellegi

Consolitech Switzerland AG

Zertifizierter Individualkundenberater
Dipl. Betriebswirtschafter HF
Diplom Bankfach
Zertifikat Bankfach
Happily married
Proud dad
Family man,

Son Nguyen

Schindellegi

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.

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 ...

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 ...

Daniel Beller

Richterswil

Selbstständig

(11)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Certified Crypto Finance Expert
Married
2 children
Investor
Poker player
Macroeconomics
Cryptocurrencies

My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to ...

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