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 ...
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 wrong? Is it really worth it? Have I made the right decision?
Do you know that feeling? As a financial advisor, it is therefore particularly important to me that you, the customer, are always the focus and that your individual situation is the focus. Of course, that can only be done if you pay me for it. In return, you can be sure that I am solely committed to you.
I am also convinced that good financial advice should be accessible to everyone. So if you have a small budget but still want competent advice, contact me to find out more about my dynamic pricing model. It enables cost-effective advice in every income and asset situation. 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 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 ...
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 needs of my customers. During this time, I have acquired in-depth knowledge of financial planning and risk protection, which I now use in my daily work.
For two years, I have also been working as a mortgage expert and support my clients with tailor-made solutions for their real estate financing. My combination of many years of experience in insurance and pension advice and expertise in the field of mortgages enables me to offer comprehensive financial solutions tailored to the individual situation.
I attach great importance to a trusting and transparent collaboration in which the long-term security and satisfaction of my clients are always the focus.
My goal is to offer you the best solutions for your financial future and to accompany you competently every step of the way. 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.
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
Hello!
I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.
With over 9 years of experience in the financial industry, I am committed t ...
Hello!
I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.
With over 9 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investing, pension provision and financing, among others.
My professional career began at UBS, continued through Raiffeisenbank Pilatus and brought me to Migros Bank in 2022. These diverse experiences enable me to offer you comprehensive and competent advice that is individually tailored to your needs.
At Migros Bank, we pride ourselves on being accessible, hands-on 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.
In my free time, I am passionate about traveling and discovering new cultures. Exchanging ideas with people from different walks of life not only enriches my personal life, but also gives me valuable insights that I incorporate into my work. These experiences enable me to respond to your individual needs with openness and understanding.
I look forward to getting to know you and working with you on your financial goals.
Don't hesitate to contact me - I'm always here for you! Show less
I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.
It is important to me t ...
I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.
It is important to me to give you a clear and neutral overview. This should be easy to understand and simple for you to implement. I take a completely independent view - detached from all financial service providers. Optimization opportunities arise from an objective, neutral and tailored view. It is important to me that you can make your decisions with a secure and good feeling. All the basics are explained simply and understandably.
My philosophy is to work honestly and transparently. In addition, I work with a long-term horizon and accompany my customers personally. Even after the consultation has taken place, I am always available to help with changes. This results in interesting and exciting relationships. This is the reason why I see financial planning as a passion and enjoy doing it.
I look forward to exciting, interesting and great and hopefully numerous inquiries. 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.
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. 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!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve fin ...
Welcome!
I am Michael Jomarron Dieguez, a passionate financial advisor. With more than 1,000 satisfied customers, I have been helping them achieve financial goals and secure their future for many years.
What I do for you:
Retirement planning: Individual strategies for a secure pension.
Real estate & investments: Tailor-made solutions for your assets.
Insurance optimization: No over-insurance, fair contributions.
My approach:
Transparency, personal advice and real results are my focus. Together we will develop a plan that suits your goals.
Want a non-binding conversation?
Book a free introductory meeting now - I look forward to getting to know you! Show less
Eric Salathé AG - Der Antwortenfinder // Unternehmens-, Immobilien- und Vorsorgeberatung
Fee-based consulting
Betriebsökonom KLZ
CAS in Unternehmensnachfolge
Hobbies: music and sports.
After four decades in the fascinating world of finance, I founded my own sole proprietorship on July 1, 2021 and converted it into a stock corporation ...
After four decades in the fascinating world of finance, I founded my own sole proprietorship on July 1, 2021 and converted it into a stock corporation (Eric Salathé AG - The Answer Finder) on January 1, 2024. The step into self-employment enables me to use my extensive specialist knowledge as well as my life and management experience in a warm, serious and inspiring way. It fills me with great joy to accompany private and business customers on their journey.
Whether it is about
• the art of investing,
• buying, selling or financing real estate,
• the careful examination of your retirement provision,
• coaching in demanding business situations,
• the successful future design of your hotel or catering business,
• the perfect arrangement of business succession or
• the relief of commercial work -
I am at your side on all of these topics as a discreet, neutral and independent advisor.
I am convinced that financial advice should not only be based on numbers, but also on personal trust and individual support. Let's find ways together to achieve your financial goals and realize your personal dreams. I look forward to getting to know you and working together on your financial future. Show less
Fee-based consulting
