Plus de 2200 clients privés et 300 PME nous font confiance, pourquoi pas vous ?

Disponibile e professionale. Consigliato!

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

The ECA is the public insurance institution of the canton of Vaud, providing mandatory fire and natural hazard insurance, as well as prevention and emergency response services for residents and businesses.

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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

Excellent service ! Notre assistante administrative, Liliana, chez LM Gestion est toujours disponible, efficace et professionnelle. Un vrai soutien pour la gestion quotidienne du Boccalino.