Reliable, solution-oriented, empathetic. 15 years in the insurance and pensions industry. Several continuing education courses in the financial indust ...
Reliable, solution-oriented, empathetic. 15 years in the insurance and pensions industry. Several continuing education courses in the financial industry. Show less
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 ...
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 advice is to optimize your monthly fixed costs - the core of my service. My motivation is not to broker insurance or financial products, but to give people a sense of security and trust.
Our credo is: We represent the interests of our customers, not those of a financial or insurance company. This allows us to concentrate fully on the main goal of our service: reducing your monthly fixed costs, increasing your income and optimizing your contractual services. This means that we have no contractual relationship with financial or insurance service providers, but work exclusively on a fee basis.
After a detailed analysis of your current situation, we recommend targeted measures to make your budget more effective. At RT-Finanz, we guarantee 100% transparency and individual solutions that are tailored precisely to your needs. Let's optimize your financial options together.
RT-Finanz - your budget optimizer
Inspire and move.
We are here for you! Show less
Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's moti ...
Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's motives with targeted questions. Only when the person is understood can a suitable concept be developed.
I have been working passionately in the financial sector for several years with the aim of offering my customers a tailor-made solution. I accompany you on this path with the necessary empathy, as well as honest and clear communication.
https://tria-consulting.ch/matthias-reinhard Show less
Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With y ...
Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With years of experience and in-depth knowledge in the field of private asset planning, I offer comprehensive solutions for every aspect of your financial needs. Whether it's about optimizing investments, asset planning or developing a sustainable financial strategy, I'm here to support you.
My focus is on personalizing advisory services to ensure that every client receives a tailor-made solution that is precisely tailored to their individual goals and needs. With a combination of expertise, commitment and a deep understanding of the financial market, I ensure that you achieve your financial goals.
Build on my extensive experience and specialized knowledge to optimize your financial portfolio. With me on your site, you can be sure that your financial future is in the best hands. Show less
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is ...
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is why my first priority in my advice is to understand them. For me, it is about learning what is important to you, what your challenges, concerns, needs, starting point and much more are. I am convinced that you can only provide high-quality advice if you examine all sides first.
From October 2016 to the end of 2018, I worked primarily in the area of support and advice for private customers.
Since 2019, I have specialized prima ...
From October 2016 to the end of 2018, I worked primarily in the area of support and advice for private customers.
Since 2019, I have specialized primarily in the area of corporate customers, especially in occupational pensions, and today I have the main responsibility in this area at our agency.
In the private customer area, I advise my customers primarily in connection with pension and financial planning as well as financing and investments. Show less
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independe ...
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independent advice. With over 60 partners, I am always available to my customers. Together we will find the best way to achieve financial freedom.
My areas of expertise are the optimization of securities investments (be it through one-off payments or monthly fund savings plans) as well as customized advice on real estate financing. I develop holistic concepts for you for wealth creation and asset diversification. Think of me as your long-term companion who will support you independently like a coach through all phases of life.
It's not just about acquiring property, but also about maintaining it over the years - especially in old age and in the event of a death in the family (protecting partners and children).
Your hard-earned money should work just as hard for you, even while you sleep. Let's revise or redesign your budget together to find out how you can build your wealth efficiently. I look forward to discussing your financial goals with you and guiding you on your path to financial success.
Remember, the biggest mistake in investing is not investing. Show less
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financi ...
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financing. Working at Valency Finance since 2017, I develop customized financial strategies that are tailored to your individual needs.
We offer customized solutions in the greater Bern area to ensure your financial success:
- Personal and individual financial planning
- Specialized in tax advice and real estate management
- Reliable support throughout all financial processes
About me:
Multilingual (German, Italian, French), family man and lover of a variety of hobbies. My goal is to maintain a balance between work and private life.
For years, I've been helping people structure their finances independently and sustainably!
With the goal of creating long-term financial security and ...
For years, I've been helping people structure their finances independently and sustainably!
With the goal of creating long-term financial security and clarity. Show less
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 ...
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 your desires 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. In my advice, you are the focus, not financial incentives. That is why I rely on a transparent and fair compensation structure.
Together we will shape your financial future so that you can devote yourself to your dreams without worry. Show less
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 ...
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 years at Migros Bank, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investments, pensions and financing, among others.
I began my professional career at Swiss Life, where I specialized in pensions and mortgages. I have been working at Migros Bank since 2011 and advise our customers in the areas of mortgages, pensions, investments and pension planning. This many years of experience enables me to offer you well-founded and customized solutions.
At Migros Bank, we are proud to be accessible, tangible 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. I offer consultations in German, Italian and French to ensure that you are comfortable and well informed in your preferred language.
In my free time, I enjoy spending time with my family and friends. I am a sports enthusiast and enjoy spending my free time skiing or on the football pitch. I am also fascinated by motorsports and I follow the races with great interest. These activities help me to leave everyday life behind and recharge my batteries. The balance between work and leisure means that I can always start my work with fresh energy and new perspectives, which enables me to offer you the best possible advice.
I look forward to getting to know you and working with you on your financial goals. Do not hesitate to contact me - I am always there for you! Show less
Fee-based consulting
