Patrick Liebi & Partner Vorsorge- und Finanzplanungszentrum GmbH

Eidg. dipl. Finanzplanungsexperte

Financial advice in Wettingen

Patrick Liebi & Partner is an independent financial planning and wealth management firm based in Wettingen. Founded in 1997, the company specializes in holistic financial advice, covering pension planning, tax optimization, inheritance advice, and asset management. As a FINMA-licensed external asset manager, they offer neutral, transparent consulting services free from conflicts of interest with banks or insurance companies. Their approach focuses on the client's long-term financial security and individual goals.

Opening times

Closed until tomorrow at 8:00 AM

Monday *
8:00 to 17:00
Tuesday *
8:00 to 17:00
Wednesday *
8:00 to 17:00
Thursday *
8:00 to 17:00
Friday *
8:00 to 17:00
Saturday *
8:00 to 17:00
Sunday
Closed

Days marked with * by arrangement

Monday *
8:00 to 17:00
Tuesday *
8:00 to 17:00
Wednesday *
8:00 to 17:00
Thursday *
8:00 to 17:00
Friday *
8:00 to 17:00
Saturday *
8:00 to 17:00
Sunday
Closed

Days marked with * by arrangement

Opening times

Closed until tomorrow at 8:00 AM

Monday *
8:00 to 17:00
Tuesday *
8:00 to 17:00
Wednesday *
8:00 to 17:00
Thursday *
8:00 to 17:00
Friday *
8:00 to 17:00
Saturday *
8:00 to 17:00
Sunday
Closed

Days marked with * by arrangement

Monday *
8:00 to 17:00
Tuesday *
8:00 to 17:00
Wednesday *
8:00 to 17:00
Thursday *
8:00 to 17:00
Friday *
8:00 to 17:00
Saturday *
8:00 to 17:00
Sunday
Closed

Days marked with * by arrangement

Address:

Telephone:
056 430 00 88

Fax:
056 430 00 48*

E-Mail:
info@patrickliebi.ch

Website:
https://www.patrickliebi.ch

Frequently asked questions about Patrick Liebi & Partner Vorsorge- und Finanzplanungszentrum GmbH

Financial planning looks at your situation holistically—assets, pension, taxes, and budget—rather than isolated products, ensuring all areas work together to meet your goals.

This depends on your specific situation. A pension offers security for life, while capital offers flexibility. We analyze your tax and budget situation to help you decide.

We operate independently of banks and insurance companies. This allows us to offer neutral advice focused solely on your interests, without pressure to sell specific products.

Our fees are transparent and agreed upon in advance. We inform you clearly about all costs and tariffs before any services are rendered.

The first step is a detailed analysis of your current documents and situation. We review your assets, pension, and taxes to create a comprehensive 'actual' picture.

Categories: Financial advice

About this profile

Please note: This profile contains AI-generated content. The AI label helps you identify it. This business profile has been automatically created using publicly available data and AI-generated content. Sections such as opening hours, address, about, USP, and FAQ may not yet be verified by the business owner. See something outdated or incorrect? Help us by reporting it! Are you the owner? Claim this profile to personalise your business page, update details, and engage directly with your customers.