Find a financial advisor in 3452

Josip Sosic

Burgdorf

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 ...

Annelie Wüthrich

Trub

FinanzSicher GmbH

(7)

Fee-based consulting
Dipl. Finanzberaterin IAF
Mother of 2 kids
Wife
Empathetic and solution-oriented
Yoga-loving podcast listener
Creator

In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wr ...

Luca Macrina

Bäriswil BE

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 ...

Fee-based consulting
Commission-based
Active
Family-oriented
Empathetic
Friendly
Collegial
Loyal
Honest,

With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the nee ...

Fatih Bütün

Niederönz

Swiss Life Select

(10)

Fee-based consulting
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Zert. Vermögensberater IAF
Married
Table tennis
Friends
Investment
Projects

I focus on added value. I have been living independence for over 8 years. What does independence mean? With me, every customer experiences independe ...

Nicolas Mülhauser

Bern

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 ...

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
CAS Professional Leadership for Finance
dipl. Finanzberater IAF
Investment,Investment,empathic,sports active,personal growth

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 ...

Top Rated
Nicolas Baeriswyl

Bern

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 ...

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 ...

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 ...

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 ...

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