For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pe ...
For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pension and financial planning, asset optimization, investment advice, etc.) Show less
With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. ...
With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. What are your personal wishes, dreams and goals? I look forward to creating your individual "life plan" with you and accompanying you step by step to the realization of your dreams.
I advise you with passion and commitment to find solutions that are perfectly tailored to your needs. Since I am not tied to a bank or insurance company, I can evaluate the best partner for your needs with you.
Together we will shape your financial future so that you can devote yourself to your dreams without worry. Show less
My name is Fabian Baur. I am 36 years old and come from Bürglen TG.
I have been working in the financial sector in various countries for almost 10 y ...
My name is Fabian Baur. I am 36 years old and come from Bürglen TG.
I have been working in the financial sector in various countries for almost 10 years.
When dealing with customers, I can fully live out my passion. I enjoy responding to their needs, finding solutions and offering them a positive experience. Whether it is answering their questions, solving problems or just having a friendly chat - I am involved with heart and soul. For me, customer meetings are not just a task, but an opportunity to share my enthusiasm and create added value.
People often describe me as humorous and solution-oriented and appreciate my honest and direct communication. Show less
I have been active as co-founder and managing partner of HYPOHAUS for more than 5 years. At HYPOHAUS, we provide our customers with comprehensive advi ...
I have been active as co-founder and managing partner of HYPOHAUS for more than 5 years. At HYPOHAUS, we provide our customers with comprehensive advice on mortgages and homes and look for the best offers from a selection of over 50 providers. Free of charge and without obligation.
I have over 15 years of experience in the financial sector and have worked for many years at UBS in various customer advisory positions. Our HYPOHAUS headquarters are in St. Gallen and we have an office in Zurich. Our customers come from all over Switzerland. Together with our banks, we already manage a portfolio of more than 1 billion Swiss francs in mortgages for our customers.
I would be very pleased if you would contact me. With our free service, you have little to lose.
- Private client advice on investment and financing topics
- Creation of asset concepts (building wealth, optimizing assets, securing income after ret ...
- Private client advice on investment and financing topics
- Creation of asset concepts (building wealth, optimizing assets, securing income after retirement)
- Support throughout the phases of life in financial matters Show less
Diploma of Advanced Studies Hochschule Luzern/FHZ in Bankleitung
Finanzplanerin mit eidg. FA
Active
Family-oriented
Balanced
Inspiring
Attentive
Invigorating
Empathetic
As a Senior Wealth Planner at Swiss Life Wealth Managers, I have been advising clients on retirement planning since May 2024.
Overall, I have over 20 ...
As a Senior Wealth Planner at Swiss Life Wealth Managers, I have been advising clients on retirement planning since May 2024.
Overall, I have over 20 years of experience in the financial services industry: Before I joined Swiss Life Wealth Managers, I worked in various, partly managerial positions at Credit Suisse, the Raiffeisen Group and Acrevis Bank.
I studied at the Zurich University of Applied Sciences and Arts and the Lucerne University of Applied Sciences and Arts and am a financial planner with a federal professional certificate. I also have various certificates, such as Certified Financial Planner (CFP) and Individual Client Advisor.
What is important to you when working with clients?
For me, reliability and attitude are integral components of a sustainable relationship with the client. They are the key to trusting, transparent and responsible cooperation and create the basis for long-term, stable relationships. The situation of every client is unique. That's why I focus on holistic and independent advice when working with them.
What do customers value about your work?
I have over 20 years of experience in the financial services industry - years in which I have developed a deep understanding of the specific needs and goals of different types of customers and in which I have been able to build up broad, practical and proven expertise. In addition to my many years of expertise, my customers value my empathy and openness. I take the time it takes to understand individual needs, goals and risk profiles.
Why did you decide to expand your expertise in the area of asset management/financial advice?
Many people underestimate the complexity and long-term impact of financial decisions that affect their future. Others are aware of the complexity but have concerns and fears about even tackling the topic. My goal is to help my customers achieve their financial goals and give them security for their retirement. Early and strategic planning makes it possible to build wealth sustainably and minimize risks so that the standard of living is maintained even in retirement. I find it very fulfilling to accompany my customers on this important path. I see myself as a reliable partner at my customers' side.
For over 14 years, I have been helping my clients to structure their finances clearly and achieve personal goals in the long term. My focus is on pens ...
For over 14 years, I have been helping my clients to structure their finances clearly and achieve personal goals in the long term. My focus is on pension provision, financial planning and financing, with the aim of creating optimal financial security. In doing so, I take tax aspects into account and work with my clients to develop tailor-made solutions that are a perfect fit for them.
As a certified IAF financial advisor, I attach particular importance to holistic advice that includes both the optimization of insurance and comprehensive financial planning. With my in-depth knowledge and many years of experience, I am a reliable partner for my clients - competent, committed and always with an eye on their individual needs.
I work with trust and am always happy to be there for my clients and interested parties to support them on their financial journey. I prefer to use the informal "you" for communication on an equal footing. You are welcome to register for a free introductory meeting using my Calendly link. Show less
Hello!
I am Roger Steiner, senior advisor for private customers and location representative at Migros Bank in Amriswil. With 30 years of experience ...
Hello!
I am Roger Steiner, senior advisor for private customers and location representative at Migros Bank in Amriswil. With 30 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I would be happy to advise you on issues relating to investing, pensions and financing, among others.
My professional career began at Schweizerische Volksbank in Winterthur, took me through stints at Credit Suisse, UBS and Thurgauer Kantonalbank to my current position at Migros Bank, which I have held since 2024. These diverse experiences enable me to offer you comprehensive and competent advice.
At Migros Bank, we are proud to be accessible, tangible and committed - values that I live by in my work every day. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs.
In my free time, I spend a lot of time with my family and am passionate about the Schweizersholz village association, where I serve as treasurer and board member. I also like to keep myself active and enjoy riding my racing bike and exploring the slopes while skiing. The variety of my hobbies allows me to continually broaden my horizons and go through life with an open and curious attitude.
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
Hello! I am Marco Senn, customer advisor at Migros Bank in Wil. With over 30 years of experience in the financial sector, I am committed to supporting ...
Hello! I am Marco Senn, customer advisor at Migros Bank in Wil. With over 30 years of experience in the financial sector, I am committed to supporting you with your financial concerns. I am happy to advise you on questions relating to investing, pension provision and financing, among other things.
My professional career began at the Spar- und Leihkasse Wartau-Sevelen, continued through the Raiffeisenbank Bischofszell and brought me to Migros Bank in 2017. These diverse experiences enable me to offer you comprehensive and competent advice.
At Migros Bank, we are proud to be accessible, practical 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 enjoy hiking in nature and immersing myself in exciting books. These hobbies help me clear my head and gain new perspectives that I like to incorporate into my work.
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
