Find a financial advisor in 9534

Top Rated
Leonardo Venturini

Wilen b. Wil

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 ...

Dipl. Business Banker NDS HF
Finanzplaner mit eidg. FA

I want to get to know my clients' individual wishes, goals, and needs. Thanks to my expertise, reliability, and honesty, I gain their trust. Trust is ...

Fee-based consulting
Commission-based

Many years of banking experience

Commission-based

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 ...

Pedro Costa

Wil

CSS

(2)

Commission-based
Versicherungsvermittler VBV

Pedro Costa has not entered any text yet.

Matthias Vogel

Wil SG

FOGEL GmbH

Fee-based consulting
Commission-based
Dipl. Finanzberater IAF
zert. Vermögensberater IAF, 2021
Dipl. Fondsberater IAF, 2005
Traveling
Running
Meditating

My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the mark ...

Fabian Baur

Niederuzwil

Raiffeisenbank Regio Uzwil

(3)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. Fachausweis
Zert. Vermögensberater IAF
Dipl. Finanzberater IAF
Zertifizierter Individualkundenberater
Active
Dynamic
Humorous

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 ...

Commission-based
Music
Drawing
Interior Design
Fashion Design
Football
Golf
Tennis
Formula 1

During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...

Roger Trittenbass

Hinwil

REMA Versicherungs-Treuhand AG

Fee-based consulting
Commission-based
Sports,Family

I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well a ...

Stefan Weiss

Hinwil

Allianz Schweiz Uster

(9)

Fee-based consulting
Commission-based
Finanzplaner mit eidg. FA
Dipl. Finanzberater IAF
Versicherungsvermittler VBV
Family man
Own home
Sports
Film
Music
Friendships
Family-oriented

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...

Vithursan Bala

Hinwil

Selbstständig

Fee-based consulting
Commission-based
Dipl. Finanzberater IAF
Versicherungsvermittler VBV

Vithursan Bala has not entered any text yet.

Serafino Fortino

Hinwil

Selbstständig

Commission-based
Zertifizierter Individualkundenberater
Zert. Vermögensberater FIDLEG
Enjoy long walks in nature
Varied interests (sports
Business...)
Animal lover
Family person

I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and effici ...

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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

Eigenheim im Pensionsalter

Eigenheim kaufen

Budgetplan nach Pensionierung

PK-Einkauf sinnvoll?

Versicherungen optimieren

Immobilie als Vorsorge

Liegenschaft verkaufen

Wohnsituation

Budgetplan erstellen

Vorsorgeauftrag und Patientenverfügung

Vorsorgesituation

Invalidität und Todesfall versichern

Erbschaft regeln

Selbstständigkeit

Finanzielle Unabhängigkeit

Ferienwohnung finanzieren

Freizügigkeitsgeld anlegen

Budgetplan nach Scheidung

Wer erbt wie viel?

Grosse Anschaffung

Zweitmeinung

Liegenschaft als Renditeobjekt

Crypto-Beratung

Tragbarkeit als Witwe

Steuerlast nach Pensionierung optimieren

Erbvorbezug

Zweitmeinung zum Pensionierungsplan

Steuern sparen bei Pensionierung

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