In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in ...
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in the area of payments and savings, investments/mortgages or the topic of pension provision.
I have been working as a pension expert for almost 5 years. Show less
I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance ...
I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance company and before that at major and private banks. In my advisory work, I have already had the opportunity to hold well over 6,000 customer meetings. One principle has always been at the forefront: "Advise in the way you would like to be advised yourself."
I create individual pension and financial plans. I also support private and corporate customers as an insurance broker, optimize investment and mortgage solutions and check tax savings potential. Through other network partners, I can offer assistance in finding or selling real estate or ensure the legal regulation of important topics (wills, advance directives, etc.). The collaboration with over 60 financial service providers guarantees our customers independent and transparent advice. Personal consultations take place in the premises in the Circle at Zurich Airport or at the customer's home. Show less
Over the last 10 years I have been able to help countless people achieve their goals.
The most important thing is to find out where they want to go a ...
Over the last 10 years I have been able to help countless people achieve their goals.
The most important thing is to find out where they want to go and to support them with my comprehensive knowledge so that they get where they want to go.
Mutual trust plays a big role for me here because only if we can rely on each other can planning work in the long term.
The best thing about the job is when we can find a comprehensive solution that not only suits you but also all future eventualities and, quite honestly, who doesn't like to save on taxes when it comes to something like that?
Finally, when we have done everything for you to make it work and then a stroke of fate does happen, you can be sure that a helping hand is there for you.
What you can expect.
1. A solid foundation.
2. Understanding your goals.
3. A tax-optimized solution.
4. Legally supported planning.
5. A partner who is there for her. Show less
The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I o ...
The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I offer you the best solution for your assets - thanks to completely independent advice!
Benefit from my more than 30 years of experience in the financial industry. My independent advice, free from third-party interests, brings you the greatest advantages. I would be happy to be available for a free initial consultation!
Education & experience
- Degree in economics and business administration at UNI ZH, including assistant work for 6 years
- Marketing Private Banking UBS including training as a press officer for 6 years
- Head of financial advice at a German private bank for 2 years
- Head of asset management and member of the bank management at Raiffeisenbank for 18 years
- Self-employed consulting since 2018
and partner in the expert network ZWEI Wealth Experts
Call me, email me or visit me in the ZWEI Wealth consulting office
at Obergasse 38 in Winterthur. Thank you very much! Show less
Welcome to my profile. My name is Rolf Gloor, co-founder and managing director of Winterthur Consulting Group AG. With my in-depth training in banking ...
Welcome to my profile. My name is Rolf Gloor, co-founder and managing director of Winterthur Consulting Group AG. With my in-depth training in banking & finance, I have dedicated myself to the democratization of investments and the revolution of share savings.
We have been offering first-class financial advice at Volkarthaus since 2007. During this time, we have continued to develop and have successfully mastered the growing demands.
Mutual trust, time and listening are key values.
personal & individual
Wealth management and investment advice are based on a personal foundation.
We adapt our solutions to you individually.
independent & customer-oriented
Independent decision-making bases are the most important thing, for you and for us.
Your needs and goals serve as a point of reference for us.
manageable & consistent
As a financial boutique, we maintain a manageable customer base and know our customers personally.
Our customers value the long-standing and consistent relationship with our company.
As an asset manager operating in Switzerland, we are licensed by the Swiss Financial Markets Supervisory Authority FINMA.
I look forward to getting to know you personally and shaping your financial future together with you. Show less
Personal contact with my clients is particularly important to me. In every consultation, my top priority is to offer you honest and transparent advice ...
Personal contact with my clients is particularly important to me. In every consultation, my top priority is to offer you honest and transparent advice. Together we work out solutions that are tailored precisely to your individual needs.
Let's find out in a personal conversation how I can best support you on your financial journey. Your goals and wishes are always my top priority. Show less
About me:
As a Financial Consultant & Relationship Manager at Swiss Life Wealth Managers, I have been supporting our customers in all matters relating ...
About me:
As a Financial Consultant & Relationship Manager at Swiss Life Wealth Managers, I have been supporting our customers in all matters relating to private finances and asset management since the beginning of 2024. Before that, I worked as an independent financial advisor at Swiss Life Select. In this role, I advised customers on all aspects of pension provision, insurance and wealth creation. I started my career in the Kradolf-Schönenberg municipal administration, where I successfully completed my training as a businessman. I am a trained financial planner with a federal professional certificate. I also have the internationally recognized accreditation of a Certified Financial Planner (“CFP”).
What is important to you when working with customers?
Communication is the key to successful cooperation based on long-termism and transparency. It should be clear, understandable and, above all, honest. My aim is to offer customers security and clarity with holistic and individual advice and to allay any worries they may have. In order to achieve this, it is essential that my customers trust me and are honest.
What do customers value about your work?
I often hear from my customers that they really appreciate my empathy and my understandable way of expressing myself. I deliberately choose clear and easy-to-understand language without a lot of technical terms so that the person I am talking to - regardless of their financial expertise, which varies greatly across the customer base - can understand my solutions and suggestions.
Why did you decide to expand your expertise in the area of asset management/financial advice?
I like numbers and I like people - in my work as a financial consultant & relationship manager I can combine these two passions wonderfully. I really enjoy tackling complex issues and presenting them in an understandable way. Show less
Privat und unabhängig - mit 20 Jahren Erfahrung in der Finanzbranche
(1)
Fee-based consulting
Dipl. Finanzanalytiker und Vermögensverwalter
Certified International Investment Analyst CIIA®
I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry.
I ...
I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry.
I can support you with the following topics:
- How do I manage and invest my savings in the best possible way?
- Are there optimization options regarding bank products or fees?
- How do I finance a home, a renovation or an investment property?
- What kind of mortgage should I take out or renew?
- Which 3A pension solution is best for me?
- How do I plan my retirement financially?
- Am I with the right bank or insurance company?
- How does inflation and the interest rate environment affect my investments?
As a federally certified asset manager, I can support you with financial questions and contact with financial and insurance companies. If you wish, I can assess your overall financial situation.
I understand complex relationships and can explain them to you in an understandable way.
I would like to thank you for your interest and introduce myself briefly.
I have been working for Helvetia Insurance as an insurance advisor and fina ...
I would like to thank you for your interest and introduce myself briefly.
I have been working for Helvetia Insurance as an insurance advisor and financial planner for over 7 years, which is why I am particularly interested in the topics of pension provision and wealth creation, pension planning and tax optimization.
As a financial planner with a federal professional certificate, 360-degree advice is very important to me.
I am very interested in your situation and would be happy to discuss your questions and options with you personally.
In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a ...
In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a deep understanding of the individual needs of wealthy families, I help them manage their finances with confidence and develop tailor-made strategies. My personal commitment and goal-oriented approach make me a reliable partner in all financial matters. Show less
My mission is to positively influence as many people as possible with simple education on the subject of money, insurance and investments. Thanks to t ...
My mission is to positively influence as many people as possible with simple education on the subject of money, insurance and investments. Thanks to the cooperation with schools and companies, targeted knowledge can be shared in the context of workshops and learning opportunities.
After my basic commercial training, I continued my education in the hotel and tourism sector. Thanks to this internship in a luxury resort, I am aware of what excellent service and first-class service mean. I now use this knowledge in the financial sector to offer first-class service. The satisfaction and gratitude of customers and the connection are the greatest gift for me.
While building up my own customer base and constantly learning within the industry, I successfully completed a Bachelor of Arts in Business Administration and additional further training with a focus on insurance.
It is a privilege for me to work with you in every phase of life. The solution should be understandable, logical and helpful for you. We cover possible events and invest in your goals. A kind of all-round carefree package so that you can concentrate fully on your life. Show less
Fee-based consulting
