Find a financial advisor in 4588

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 ...

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Master of Arts HSG in Banking and Finance
Family person
Skiing
Music
Modern
Experienced
Accessible
Active

Would you like a truly professional investment solution with personal support like in private banking? With me, you get tailor-made investment soluti ...

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Top Rated
Peter Wirthner

Zürich

Baloise Versicherung AG

Commission-based
Top Rated
Father of 3 children
Passionate about football and traveling

With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high sta ...

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Fee-based consulting
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Chartered Financial Analyst (CFA)
Master in Accounting and Finance
Family
Sports (tennis
Running & skiing)
Nature
Reading
Good food & wine

There for you. 100% independent. Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relations ...

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Uwe Scheunemann

Zürich

Progressive Finance - Finanzberatung Uwe Scheunemann

(19)

Fee-based consulting
Top Rated
CAS HSLU in Crypto Finance & Cryptocurrencies
Certified Crypto Finance Expert
Chartered Digital Asset Analyst I (CDAA®)
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
CFP Certitfied Financial Planner
hobby musician
proud father
cultural traveller

Hello and welcome to my profile :) If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich ...

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Top Rated
Tommaso Rubino

Ermatingen

Finanzberatungen Rubino

(15)

Fee-based consulting
Top Rated
Finanzplaner
Family person
Nature lover
Like to learn new things - hence books
Investor

Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I ...

Top Rated
Davide Grimm

Dübendorf

Dübelstein Consulting AG

Fee-based consulting
Commission-based
Top Rated
Dipl. Finanzberater IAF
Versicherungsvermittler VBV

In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over ...

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Leonardo Venturini

Wilen b. Wil

Creda Finanz und Beratungs AG

Fee-based consulting
Commission-based
Top Rated
Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht
Lizenzierung Private Banking
,Family,Sport,Wine,Balance,

Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...

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Top Rated
Fee-based consulting
Top Rated
MAS ZFH in Financial Consulting
Certified Environmental, Social and Governance Analyst CESGA
Finanzplaner mit eidg. FA
CCFE Certified Crypto Finance Expert
Family man
Athlete & Connoisseur
Globetrotter

My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With ...

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 ...

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 ...

Fatih Bütün

Solothurn

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 ...

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Finanzielle Gesamtsituation beurteilen

Geld anlegen

(Vorsorge) Vermögen aufbauen

Frühpensionierung möglich?

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Säule 3a

Steueroptimierung

Rente oder Kapital beziehen

Eigenheim im Pensionsalter

Eigenheim kaufen

Budgetplan nach Pensionierung

PK-Einkauf sinnvoll?

Versicherungen optimieren

Immobilie als Vorsorge

Liegenschaft verkaufen

Wohnsituation

Budgetplan erstellen

Vorsorgeauftrag und Patientenverfügung

Vorsorgesituation

Invalidität und Todesfall versichern

Erbschaft regeln

Selbstständigkeit

Finanzielle Unabhängigkeit

Ferienwohnung finanzieren

Freizügigkeitsgeld anlegen

Budgetplan nach Scheidung

Wer erbt wie viel?

Grosse Anschaffung

Zweitmeinung

Liegenschaft als Renditeobjekt

Crypto-Beratung

Tragbarkeit als Witwe

Steuerlast nach Pensionierung optimieren

Erbvorbezug

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Steuern sparen bei Pensionierung

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