Find a financial advisor in 1797

Nicolas Mülhauser

Düdingen

Winnewisser Vermögensplanung AG

Fee-based consulting
Certified Wealth Management Advisor CWMA

Customers appreciate my open and helpful personality. For me, the person, his or her story and his or her needs are the most important thing. It is al ...

Top Rated
Nicolas Baeriswyl

Fribourg

Baeriswyl Beratungen GmbH

(10)

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

With my networked, independent and trilingual advice, you will receive clear decision-making bases. You will receive background information and option ...

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Certified Crypto Finance Expert
Globetrotter
sporty

For years, I've been helping people structure their finances independently and sustainably! With the goal of creating long-term financial security and ...

Philipp Schwarz

Lyss

Helvetia Versicherungen

Commission-based
Finanzplaner mit eidg. FA
Family man
sun and water
friends
sports and whatever life brings.

Reliable, solution-oriented, empathetic. 15 years in the insurance and pensions industry. Several continuing education courses in the financial indust ...

Dipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft

Hello! I am Davide Greco, customer advisor at Migros Bank in Bern. With over 17 years of experience in the financial sector, including more than 13 y ...

Josip Sosic

Bern

Easy Solution GmbH

Fee-based consulting
Commission-based
Dipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft
Zertifizierter Individualkundenberater SAQ

For almost ten years I dedicated myself to my customers at a large bank. My daily motivation was and is to provide my customers with the best possible ...

Daniel Derendinger

Bern

AVA Concept AG

(9)

Fee-based consulting
Commission-based
Swiss Associate Financial Planner
I spend my free time in nature
Often do sports (including skiing in Valais)
Enjoy family life

With over 25 years of experience, I dedicate myself to the dreams and wishes of my customers. My experience is the key to your added value. What are y ...

Fee-based consulting
Commission-based

Piero Huwyler has not entered any text yet.

Othmar Ulrich

Wabern

www.FAIRINVEST.info

(3)

Fee-based consulting
Master of Arts in in Political, Legal, and Economic Philosophy
IMD MBA
lic.rer.pol.
Competent
Friendly
Transparent
With good will

Since 2008, I have been giving my customers the skills to invest their assets independently, cost-effectively and, if necessary, sustainably, accordin ...

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
CAS Professional Leadership for Finance
Reliable
Honest
Precise
Status: Open
Sensitive
Family-oriented

Matthias Reinhard, 32, married, father of Matteo (3 years old). With the approach of understanding - advising - accompanying, I focus on people's moti ...

Luca Macrina

Urtenen-Schönbühl

Valency Finance GmbH

(3)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Precision shooting
Photography
Formula 1
Hiking
Astronomy.

As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financi ...

Roger Troxler

Grenchen

RT Finanzberatungen - Dein Budget-Optimierer

(15)

Fee-based consulting
Versicherungsvermittler VBV
Close to nature
Animal lover
Family-oriented
Active

Welcome! As a consultant at RT-Finanz, I have 20 years of experience in the areas of insurance, pension provision and tax optimization. The aim of my ...

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Finanzielle Gesamtsituation beurteilen

Geld anlegen

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Versicherungen optimieren

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Ferienwohnung finanzieren

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Liegenschaft als Renditeobjekt

Crypto-Beratung

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Steuerlast nach Pensionierung optimieren

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Steuern sparen bei Pensionierung

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