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Contains automatically translated texts.
Serge Heberling in the canton of VAUD
Financial planning consultant specializing in pensions, taxation, real estate financing and wealth management
- Study of your current social and professional situations
- Definition of your financial objectives and implementation in order to achieve them
- Mortgage financing
- Study of your AVS/AI/LPP benefits
- Tax form to fill in, rental value calculation, tax optimization, taxation of capital withdrawals
- Financial plan calculation, follow-up for financing and steps to be taken
- Advice on BVG or 3rd pillar withdrawals, building up equity
- Advice on donations and inheritance
- Planning for early retirement
- Wealth management and management mandates
- Analysis of your insurance portfolio
Gallery (7)
Opening times
Closed until tomorrow at 8:00 AM
- Monday *8:00 to 12:00 / 13:00 to 20:00
- Tuesday *8:00 to 12:00 / 13:00 to 20:00
- Wednesday *8:00 to 12:00 / 13:00 to 20:00
- Thursday *8:00 to 12:00 / 13:00 to 20:00
- Friday *8:00 to 12:00 / 13:00 to 20:00
- SaturdayClosed
- SundayClosed
Days marked with * by arrangement
Rating 5 of 5 stars
Opening times
Closed until tomorrow at 8:00 AM
- Monday *8:00 to 12:00 / 13:00 to 20:00
- Tuesday *8:00 to 12:00 / 13:00 to 20:00
- Wednesday *8:00 to 12:00 / 13:00 to 20:00
- Thursday *8:00 to 12:00 / 13:00 to 20:00
- Friday *8:00 to 12:00 / 13:00 to 20:00
- SaturdayClosed
- SundayClosed
Days marked with * by arrangement
Address:
- Mobile:
- E-Mail:
- Website:
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- French
- By telephone
- Household contents insurance,Personal liability insurance,Private provision
- Preventive check-ups
- Categories
- Financial adviceInsuranceReal estate adviceWealth managementTax advice
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