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derfinanzplaner.ch

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Your specialists for independent financial planning For years we have been advising, supporting and accompanying private individuals and families as well as regional SMEs by means of our dual competence. This means that we combine banking and insurance expertise under one roof. By exploiting these synergies, we offer our clients the best of both worlds from a single source. The core of our cooperative partnership lies in intellectual and institutional independence and the sustainable foundation of mutual respect and trust. The interests and needs of our clients are the focus of our attention. This is whyfinanzplaner.ch acts and advises independently so that we can concentrate exclusively and without conflicts of interest on our clients'​ objectives.

derfinanzplaner.chLinkedIn

Your specialists for independent financial planning For years we have been advising, supporting and accompanying private individuals and families as well as regional SMEs by means of our dual competence. This means that we combine banking and insurance expertise under one roof. By exploiting these synergies, we offer our clients the best of both worlds from a single source. The core of our cooperative partnership lies in intellectual and institutional independence and the sustainable foundation of mutual respect and trust. The interests and needs of our clients are the focus of our attention. This is whyfinanzplaner.ch acts and advises independently so that we can concentrate exclusively and without conflicts of interest on our clients'​ objectives.

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQOtelfingen, Switzerland
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Public Company
Founded
2016
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
Wiesenstrasse 10a Schlieren Schlieren
City
Otelfingen
Region / State
Zurich
Postal Code
8952
Country
Switzerland

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainderfinanzplaner.ch
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LinkedIn NetworkActive Profile
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