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
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
Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact mark ...
Predictions are difficult, especially when they concern the future. No responsible financial advisor can reliably predict future returns or exact market developments. What is possible, however—and what sets successful investors apart—is being thoughtfully prepared for volatile markets, geopolitical shifts, emerging trends, and crises. And that’s exactly where I can help you.
How? There is no standardized solution for everyone. Therefore, I create an individualized investment approach tailored specifically to your goals and needs, placing long-term stability and strategic foresight at its core. Together, we’ll develop a comprehensive strategy that not only protects and grows your wealth but, if desired, thoughtfully integrates real estate investments and retirement planning.
It’s particularly important to me that you understand clearly what’s truly essential for your investments. With over 10 years of professional experience in portfolio management and advanced degrees in Finance & Economics, I provide you with practical knowledge and clarity—so that you can actively and confidently shape your financial future.
I look forward to getting to know you in a free, no-obligation introductory call. Please contact me directly to arrange an appointment or simply use the direct scheduling feature provided by the platform.
In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in W ...
In a world where everything is constantly changing - be it in your personal life or on the global financial markets - my goal as a client advisor in Wealth Management at Bank Vontobel is to accompany you through all phases of your life. I offer you tailor-made investment and pension solutions and support you in achieving your financial goals and managing your assets optimally.
Contact me - I look forward to a non-binding discussion and an exciting exchange. Show less
Married. Sports enthusiast and performance-oriented.
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions ...
As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions with fair conditions are of great importance. Show less
About me:
As a senior real estate expert at AgentSelly, I help our customers to sell their properties successfully and profitably. With extensive expe ...
About me:
As a senior real estate expert at AgentSelly, I help our customers to sell their properties successfully and profitably. With extensive experience in sales and in-depth knowledge of the real estate market, I develop a tailor-made sales strategy for each property that is optimally tailored to your individual needs and goals. My goal is to make the sales process smooth, efficient and transparent.
I am an open-minded and communicative person with a great interest in getting to know people and understanding their needs precisely. My customers value my reliability, professionalism and expertise. I always solve challenges quickly and effectively - always with the aim of achieving the best results for my clients.
AgentSelly:
AgentSelly stands for a modern and efficient way of selling real estate in Switzerland. We combine traditional expertise with digital solutions to make the sales process simple and transparent for our customers. We achieve optimal results through tailor-made marketing strategies.
Our promise:
We offer a top price-performance ratio with a fair and capped fee. This means that you benefit from our comprehensive expertise and our tailor-made service without having to worry about hidden costs. Maximum transparency and customer satisfaction are our top priority. Show less
Welcome to AgentSelly AG!
My name is Alissa Balatsky, your real estate expert specializing in residential real estate.
As an experienced real estate ...
Welcome to AgentSelly AG!
My name is Alissa Balatsky, your real estate expert specializing in residential real estate.
As an experienced real estate agent and real estate appraiser at AgentSelly AG, I am passionate about making your dream home come true.
My work is based on trust, transparency and a clear focus on your individual needs. Whether you are looking for a precise property valuation, the sale of your property or comprehensive advice - I am at your side with my expertise and experience to make the entire process as smooth and successful as possible.
My extensive market knowledge and track record speak for themselves - numerous satisfied customers can confirm this.
In addition to my work, I am passionate about the following:
Dancing helps me switch off, keeps me in shape and promotes my creativity.
Playing the guitar trains my precision, ability to learn and puts me in a good mood.
Traveling gives me inspiration and helps me get to know new cultures.
I look forward to getting to know you and taking the next step with you. Please feel free to contact me at any time for a no-obligation discussion.
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
Fee-based consulting
