🔭 Financial Advice & Future Planning with Vision Independent advice in Muhen and Aarau. We support you through key life stages with personal, transparent, and comprehensible financial and pension planning. 🔗 Learn more about Optifinanz ⭐ Why Optifinanz As independent financial planners, we put your goals and life situation at the center. We advise you personally, transparently, and with your interests as our sole focus. Whether comprehensive or focused on specific questions – we support you exactly where you are. Our experienced experts think holistically and with foresight. We consider both personal and family aspects and develop individual strategies that provide clarity, security, and direction. This results in advice that takes your needs seriously, stands the test of time, and gives you the confidence to shape your future consciously. 🔗 Learn more about us 🧭 Our Services ☑️ Finances 🔗 Financial Planning ☑️ Pension 🔗 Pension Arrangements 🔗 Advance Care Directive 🔗 Patient Directive ☑️ Retirement 🔗 Retirement Planning 🔗 Retirement Income 🔗 Pension or Capital 🔗 Early Retirement 🔗 Partial Retirement 🔗 Deferred Retirement 🔗 Tax Savings in Retirement ☑️ Estate 🔗 Estate Planning 🔗 Will 🔗 Inheritance Planning 🔗 Inheritance Contract 🔗 Estate Division Agreement 🔗 Execution of Will ☑️ Taxes 🔗 Tax Advice ☑️ Real Estate 🔗 Real Estate Advice 🔗 Financial Planning for Home Ownership 🔗 Property Valuation 📍 Locations Our consulting offices are located in the Stöcklimatt Businesscenter in Muhen and in the old town of Aarau. We are happy to welcome you in person by appointment. 🔗 Learn more about our locations 📞 Contact If you have any questions or would like personal advice, we are happy to assist you. We look forward to hearing from you. 🔗 Learn more about contact

Disponibile e professionale. Consigliato!

Sympany has been serving private individuals and companies for over 100 years. At Sympany, you can obtain health and accident insurance as well as property and liability insurance from a single source. We offer our private customers and our corporate customers tailor-made protection and unbureaucratic help, as well as unique benefits. Swim for free Insured persons up to the age of 25 can go to over 90 outdoor swimming pools free of charge in the summer. Read more mySympany app and customer portal • Make life easier for yourself: take care of your insurance matters quickly and easily online. • Save time and money: Simply photograph or upload invoices and receipts and submit them directly. • Better overview: All documents and the digital insurance card in one place. • Simply adjust data: Change personal data such as address or payment details yourself. • Direct contact to customer service: Send messages from mySympany. Read more

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

A conseiller car très professionnel ;-)

Avec Christopher Erard de MCS Conseils à Porrentruy, apprenez à économiser avec vos assurances. Christopher est courtier en assurances. Ce qu'il fait particulièrement bien : Il informe ses clients sur les nouveaux produits d'assurances disponibles sur le marché. Il oriente ses clients dans le choix d'un prestataire. Il conseille ses clients judicieusement en fonction de leurs besoins. Il gère leurs portefeuilles d'assurances. Avec Christopher, nous faisons partie du BNI Jura qui est un groupe d'entrepreneurs qui se réunit chaque mardi matin à la FRI à Courtemelon. En finalité, je recommande Christopher, lequel est très sympathique et il est fort agréable de collaborer avec lui. De part sa personnalité et son esprit positif, il saura satisfaire ses clients. Cette relation, c'est vraiment du gagnant gagnant !

Immer freundliche und kompetente Auskunft auf Fragen. Nach dem Tod meines Mannes fühle ich mich bei "meinem" Bankfachmann bestens aufgehoben.

Service très professionelle