Ad Optima is your partner for trustee, audits and your solution for ad interim management positions. The efficient and optimized way of working allows Ad Optima to offer these activities on fair terms.Weitere Informationen
At the independent "Amgwerd-Finanzcoaching", the customer and the finance coach jointly invent attractive and transparent solutions, tailor-made to the individual needs without product sales. Of course, risk, asset and tax aspects are taken into account holistically.Link
We are a typical, Swiss, wide-based fiduciary office and provide with 16 employees services in the areas of auditing, tax advice and accounting in Eastern Switzerland. Our focus is clearly on SMEs. For individuals without a company / sole proprietorship we are not rather less the right contact person. Our experience and competences are best shared in a comprehensive consultation of SMEs.Link
We are where our customers are - and there for you, when it really matters. As a modern enterprise, combined with more than 20 years of experience in the financial industry, we are committed to our customers. We support you in all aspects of A like hedging to Z like interest. Thanks to state-of-the-art technologies, we can also advise you competently, quickly and easily via our APP!Link
COMPETENT - NEUTRAL - INDEPENDENT
INP Finanz GmbH is one of the leading independent financial services companies in Switzerland. We maintain a nationwide branch network and employ about 50 employees and brokers in the field and field service. We advise individuals and companies on all matters relating to investments, mortgages, taxes, insurance, pension and estate planning. Thanks to our service you optimize income, assets and taxes. You can implement the developed concept directly with us. We currently have more than 60 product partners in the banking and insurance sector, which guarantees a neutral advice.Link
SFBP works together with the leading insurance and financial service providers in Switzerland. For insurance needs, the ideal partner for solutions are requested, and with the consent of the customer, the insurance policies are placed and subsequently managed.
If the customer has their insurance managed by SFBP, a selection of equivalent offers will always be made.
Of course, there are customers who prefer an insurance company based on personal experience. In this case, SFBP looks for the conversation with this insurer. It is important that the customer "feels good" with the insurance company. After all, it is not only premium that determines the choice of insurance.
UB Partner GmbH is an innovative all-finance company. As a classic family business, we have made it our goal to bring transparency into the financial world. With more than 2000 customers entrusting us with their tax returns each year, we are certainly among the leading providers in this area. We try to meet your needs so that you achieve your financial goals.Link
UFS acts as the point of contact for business insurance and retirement planning. The young and dynamic team manages to easily present complex issues and to offer optimal solutions thanks to cooperation with more than 50 insurance companies.Link
Founded more than 15 years ago, the Association of Innovative Leaders has over 10,000 members today. Thanks to the size of the association and the cooperation with various partners, VIK members benefit from generous discounts at our partner companies. Particularly within the Helsana Group, VIK members receive benefits on supplementary insurance (VVG). If you and your family already have health insurance at Helsana, but do not have any benefits, please contact us.Link