Our company offers a comprehensive financial advisory service, which focuses on professional services in the field of accounting and tax advisory, investment advisory, financial advisory in the field of insurance, loans, use of state subsidies and assistance in establishing trust funds.
We offer a wide range of insurance products for individuals and businesses - auto insurance, property insurance, life insurance, travel insurance, pension products and insurance for industry and individual risks. You can arrange insurance at our branches, with our advisors, by phone or online via the internet.
We compare and arrange insurance for you at ideal prices. Online comparison for compulsory liability and accident insurance, home, property and liability insurance. We compare rates and price lists from insurance companies Czech Business ČPP, ČSOB, Generali ČP, Fire, Kooperativa, Slavia, Direct, Uniqa and others.
Certified Financial Planning Specialist with over 5 years of experience in the industry. All licenses from CNB. I am currently looking after 220 clients for whom I manage around 30 million crowns. I pride myself on a professional and human approach. The aim of our cooperation is to protect and expand the client's assets.
In order to provide our clients with the highest quality of service, we have created 4 sections in the company with professionals in their respective fields. Personal finance, private consulting, corporate finance and real estate sections. Thanks to them, our clients have everything under one roof and our advisors are able to serve the client comprehensively.
Senior consultant specializing in investments, mortgages, real estate, insurance, and retirement planning. I offer free consultations, advisory services, brokerage, ongoing long-term support, and comprehensive administrative management. We can meet in person or online. Please also contact me if you are interested in a career in this field.
Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.
Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.
We are a company of certified financial advisors and real estate brokers who help our clients in crucial life situations. We provide comprehensive solutions for our clients in the areas of investments, mortgages, insurance, loans and real estate.
Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.