Consultation of personal, family and corporate finances, creation of individual financial plan according to the needs and requirements of clients. Investments, insurance, mortgages, pension savings.
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.
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.
We provide independent insurance and financial advice. We offer a comprehensive range of financial products from leading insurance companies and finance houses such as various types of insurance, pension and building society savings, mortgage loans and investments. We deal with personal finance consolidations.
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.
We offer financial advice. We advise on investments, liability, property, personal accident, legal protection, accident and liability insurance. We also take out mortgages, building savings, supplementary pension savings, life insurance etc.
We offer financial advice. We advise on investments, liability, property, personal accident, legal protection, accident and liability insurance. We also take out mortgages, building savings, supplementary pension savings, life insurance etc.
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