Berntor Beratung GmbH

ABOUT US

Your independent financial services provider—we make the insurance and investment market transparent for you and create your personal financial plan. Tailored to your individual goals and wishes, of course. Service and customer care are our top priorities.

We are only satisfied when you are!

 

Our independent financial advice focuses on people and their individual goals and needs in all matters relating to finance and assets.

After a comprehensive financial analysis, we will provide you with a tailor-made plan so that you can achieve your wishes and goals more quickly.

Thanks to our neutral and independent financial advice, we can optimize your costs and expenses, thereby achieving targeted savings and higher returns for you.

We implement the concept we develop directly, so you don't have to invest any time or money.

We offer you long-term support and, if desired, regular handling of your financial matters.
 

Fiduciary

Our services for you:

• Annual financial statements

• Income statement

• Payroll

• Value added tax returns

• Registration with the compensation fund

See also:
Value added tax
AHV

Asset management

Our services for you:

• Personal and individual investment advice

• Deposit and risk analysis

• Pension planning

• Savings, withdrawal, and payout plans

• Advice and financing for home ownership

Pension

Our services for you:

• Private pension analysis and advice

• Early pension planning

Insurance

Our services for you:

• Comprehensive insurance advice

• Exclusion of double insurance

• Coverage of insurance gaps

• Premium and benefit comparison

Taxes

Our services for you:

• Tax returns for individuals and legal entities (throughout Switzerland)

• Tax returns for persons subject to withholding tax

• Mid-year tax returns

• Submission of deadline extensions

• Real estate gains tax

See also:
steuererklärungcoach.ch