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financial-planning in bellinzona

: 10 Entries
 Closed until 09:00 Uhr
PG IMMOcasa Sagl
No reviews yet

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

Real estate brokers and agenciesBuilding managementManagement of real estate
PG IMMOcasa Sagl

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona
Real estate brokers and agenciesBuilding managementManagement of real estate

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

No reviews yet
 Closed until 09:00 Uhr
 Closed until 08:30 Uhr
i Partners SA

Rating 5 of 5 stars from one rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA

Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5 of 5 stars from one rating

 Closed until 08:30 Uhr
 Closed until 08:30 Uhr
A.M. Family Office SA
No reviews yet

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

Audit firmWealth managementTax advice
A.M. Family Office SA

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

No reviews yet
 Closed until 08:30 Uhr
* No advertising material

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financial-planning in bellinzona

: 10 Entries
 Closed until 09:00 Uhr
PG IMMOcasa Sagl
No reviews yet

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

Real estate brokers and agenciesBuilding managementManagement of real estate
PG IMMOcasa Sagl

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona
Real estate brokers and agenciesBuilding managementManagement of real estate

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

No reviews yet
 Closed until 09:00 Uhr
 Closed until 08:30 Uhr
i Partners SA

Rating 5 of 5 stars from one rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA

Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5 of 5 stars from one rating

 Closed until 08:30 Uhr
 Closed until 08:30 Uhr
A.M. Family Office SA
No reviews yet

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

Audit firmWealth managementTax advice
A.M. Family Office SA

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

No reviews yet
 Closed until 08:30 Uhr
* No advertising material