Jeffrey besticht in seiner Finanzberatung durch eine unschlagbare Expertise in Investment und Altersvorsorge. Er geht ganz auf meine Bedürfnisse ein und wählt eine auf die Risikobereitschaft abgestimmte Diversifikation. Ich schlafe entspannt wie lange nicht mehr! Danke.

Jeffrey besticht in seiner Finanzberatung durch eine unschlagbare Expertise in Investment und Altersvorsorge. Er geht ganz auf meine Bedürfnisse ein und wählt eine auf die Risikobereitschaft abgestimmte Diversifikation.
Ich schlafe entspannt wie lange nicht mehr! Danke. Mostra meno

When my wife and I moved back to Switzerland from the US, the financial and tax planning became very complex. Thankfully, we were able to work with Jeff, who guided us through every step. Without Jeff's expertise, I don't know how we would have managed the intricate details and avoided costly mistak ...

When my wife and I moved back to Switzerland from the US, the financial and tax planning became very complex. Thankfully, we were able to work with Jeff, who guided us through every step. Without Jeff's expertise, I don't know how we would have managed the intricate details and avoided costly mistakes. He made a stressful process very smooth and gave us peace of mind. I highly recommend working with Jeff, especially if you are new to Switzerland or are dealing with a complex financial situation and have investments in multiple countries and currencies. Mostra meno

Hey Jeff, thank you so much for having been an amazing source of information and support during our transition to Switzerland. It’s so hard to find experts with knowledge about multiple countries and the challenges faced by international families as they plan their financial future. Also, thank yo ...

Hey Jeff, thank you so much for having been an amazing source of information and support during our transition to Switzerland. It’s so hard to find experts with knowledge about multiple countries and the challenges faced by international families as they plan their financial future. Also, thank you for making the coaching super tailored and fun 😊 We will definitely recommend you to our colleagues and friends. Mostra meno