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.
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
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.
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
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
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 ...
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 support in all possible matters. That is why I decided to found Easy Solution GmbH with my business partner, Liridon Krasniqi. Are you looking for someone who can take care of your concerns completely independently? Then let me accompany you. 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
With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and option ...
With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and options so that you can choose the solution that suits you best today and in the long term.
As a trained financial planner with a federal professional certificate, I have been working in the financial sector for over 15 years at banks, pension foundations and training providers. In various specialist and management positions, I was responsible for customer portfolios in private banking and was a financial planning and BVG pension expert.
Customers and business partners value me for my specialist knowledge and wealth of experience in the field of finance and pensions. My profile is rounded off by my multilingualism (D/F/E), my network in the financial world and my teaching skills. Show less
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 ...
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 also important to me that I understand the overall situation of the person I am dealing with.
As a financial and asset planner at Winnewisser Vermögensplanung, we tailor your financial strategy to your individual goals, needs and risk preferences. We help you to structure your assets and to fully exploit the existing potential. We advise you on the topics of retirement planning, securities investments, real estate and structuring mortgages. Show less
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
Fee-based consulting