Find a financial advisor in Zug

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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 ...

Edoardo Köppel

Hünenberg

Köppel-Legal AG

(5)

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 ...

Commission-based

No pain, no gain! Selling real estate made easy - then you've come to the right place! Welcome to AgentSelly AG! I'm Siba Barati, your experienced r ...

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 ...

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 ...

Marvin Schwiede

Hünenberg

OVB Vermögensberatung (Schweiz) AG

(5)

Commission-based
Dipl. Finanzberater IAF
B.Sc. ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance
Active
family-oriented

Welcome to my profile :-) I always try to achieve the maximum benefit for my customers & to be a close companion through the entire financial jungle! ...

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 ...

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Finanzielle Gesamtsituation beurteilen

Geld anlegen

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Steueroptimierung

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Versicherungen optimieren

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Ferienwohnung finanzieren

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Steuern sparen bei Pensionierung

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