Find a financial advisor in 9400

Top Rated
Leonardo Venturini

Tübach

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 ...

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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 ...

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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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Top Rated
Fee-based consulting
Top Rated
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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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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Top Rated
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
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 ...

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 ...

Finanzplanerin mit eidg. FA
Dipl. Finanzberaterin IAF
CAS Senior Financial Consultant HWZ
Sociable
Sporty
Humorous
Down-to-earth
Sensitive

90% of homeowners aged between 55 and 63 are thinking about housing in old age - but only 16% have sought advice so far. This and many other survey f ...

Fee-based consulting
Certified Financial Planner
CAS in Senior Financial Consultant HWZ
CAS FHS St. Gallen in Immobilienbewertung
Zertifizierte Individualkundenberaterin
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 ...

Claudio Näf

St. Gallen

(2)

Fee-based consulting
Commission-based
Bachelor of Science in Banking and Finance
Dynamic
Sports enthusiast
Cosmopolitan

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 ...

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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

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Eigenheim kaufen

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PK-Einkauf sinnvoll?

Versicherungen optimieren

Immobilie als Vorsorge

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Budgetplan erstellen

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Invalidität und Todesfall versichern

Erbschaft regeln

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Ferienwohnung finanzieren

Freizügigkeitsgeld anlegen

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Wer erbt wie viel?

Grosse Anschaffung

Zweitmeinung

Liegenschaft als Renditeobjekt

Crypto-Beratung

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Steuerlast nach Pensionierung optimieren

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Steuern sparen bei Pensionierung

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