Find a financial advisor in 6414

Sascha Paul C.

Weggis

Cenorium AG

(2)

Fee-based consulting
CFA Charterholder
MSc in Money & Banking
BSc in Economics

We rarely like talking about money - especially not with our bank. Too often we leave feeling unheard and end up with off-the-shelf products we never ...

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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 ...

Thomas Göggel

Zug

Finsulting AG

Fee-based consulting
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Diplomierter Finanzanalytiker und Vermögensverwalter

In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an inde ...

Mirco Horisberger

Schwyz

Raiffeisenbank Rigi

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA

As a married father of two daughters, I can empathize/think very well with the respective situations of other families. I find this an important aspec ...

Fee-based consulting
Commission-based

About me: As a senior real estate expert at AgentSelly, I help our customers to sell their properties successfully and profitably. With extensive expe ...

Fee-based consulting
Commission-based

Welcome to AgentSelly AG! My name is Alissa Balatsky, your real estate expert specializing in residential real estate. As an experienced real estate ...

Finanzplanerin mit eidgenössischen Fachausweis
Raiffeisen Vermögensberaterin
Certificate of Advanced Studies Hochschule Luzern/FHZ in Vermögensberatung

Financial decisions should never be viewed in isolation. That's why I place great importance on creating a trusting basis in my consultations and taki ...

Stefan Kälin

Einsiedeln

Helvetia Versicherungen

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Family man
Homeowner
Landlord
I am not only committed to helping people in my job
But I also live this out in my private life by holding various board and voluntary positions.

As a business and financial coach, I bring with me not only the appropriate training but also the necessary experience of over 15 years and a tact whe ...

Markus von Bergen

Steinhausen

von Bergen Solution AG

Fee-based consulting
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Sporty
Close to nature
Authentic
Ambitious
Successful
Sensitive
Loyal

My motivation / my WHY Even as a child, the subject of money often caused disagreements and left me with a feeling of unease. That's why money took o ...

Dipl. Finanzberaterin IAF

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 ...

Commission-based
Active
Interested
Solution-oriented
Close to nature
Status: Open

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 ...

Melina Scheuber

Baar

Melina Scheuber AG

(31)

Fee-based consulting
Bachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance
Entrepreneur
mother
wife
daughter
sister
friend
native of Central Switzerland
nature lover
cosmopolitan
tolerant
adventurous
empathetic

Why are finances important now? Finances aren't a sideshow – they're the foundation of your security, stability, and future. Those who are in contro ...

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