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Financial planning in Waadt (Region)

: 49 Entries

Financial planning in Waadt (Region), recommended by local.ch

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Financial planning in Waadt (Region), top rated on local.ch

 Open until 19:00
AvantGarde Investment Solutions & Consulting, Steve Léchaire

Rating 5 of 5 stars from one rating

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial Expertise and Innovation in Switzerland

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

Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
AvantGarde Investment Solutions & Consulting, Steve Léchaire

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
Financial Expertise and Innovation in Switzerland

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

Rating 5 of 5 stars from one rating

 Open until 19:00
 Closed until 13:00
Nicolas Duzanski Conseiller Financier
No reviews yet

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne

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.

InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance
Nicolas Duzanski Conseiller Financier

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne
InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance

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.

No reviews yet
 Closed until 13:00
 Closed until 13:30
Audit firmTrustee's officeAuditingGuaranteed trusteeshipHuman ressources servicesHuman resourcesTax adviceFinancial adviceTax expertsTax returnsTax officeBusiness consultancyAccountingAnalytic instrumentsWord processing, copywriting, editingFinancial planningFinance and trading company
 Closed until 13:30
AF Consult sàrl

Rating 5 of 5 stars from one rating

AF Consult sàrl

Chemin du Closalet 4, 1023 Crissier
AF Consult Sàrl – Insurance Broker and Financial Consulting in Crissier

AF Consult Sàrl is an independent company specializing in insurance brokerage and mortgage financing advisory services , based in Crissier, in the Canton of Vaud, Switzerland . The company supports both private individuals and businesses in managing, optimizing and protecting their insurance coverage and financial solutions. Through a personalized and independent approach, AF Consult Sàrl carefully analyzes each client’s situation in order to provide tailor-made solutions that meet real needs and long-term objectives. The goal is to ensure optimal protection while maintaining efficient cost control over time. Insurance solutions for private individuals AF Consult Sàrl offers comprehensive advice for personal insurance, including: • Basic and supplementary health insurance • Household contents and personal liability insurance • Legal protection insurance for private individuals and traffic • Motor vehicle and mobility insurance • Travel insurance and specific coverage • Savings, pension and retirement planning solutions Each insurance portfolio is reviewed in detail to ensure effective protection against everyday risks. Insurance solutions for businesses Companies, entrepreneurs and self-employed professionals benefit from targeted insurance solutions designed to secure their activities, such as: • Accident insurance and loss of income coverage • Professional and commercial liability insurance • Business, building and commercial insurance • Legal protection insurance for companies • Insurance for events and specific professional activities AF Consult Sàrl helps businesses identify risks and protect the continuity of their operations. Mortgage financing and financial advisory In addition to insurance services, AF Consult Sàrl supports its clients in real estate financing projects by offering suitable mortgage solutions. The company advises on the selection of financing structures, optimization of mortgage conditions and long-term financial planning. Why choose AF Consult Sàrl • Independent insurance broker based in Crissier • Strong knowledge of the Swiss insurance and financial market • Personalized and transparent advice • Comprehensive solutions for individuals and businesses • Long-term support with a dedicated point of contact AF Consult Sàrl is a reliable and professional partner for insurance and financial consulting services in the Lausanne region and throughout the Canton of Vaud.

InsuranceFinancingRetirement planningFinancial adviceMortgage
AF Consult sàrl

AF Consult sàrl

Chemin du Closalet 4, 1023 Crissier
InsuranceFinancingRetirement planningFinancial adviceMortgage
AF Consult Sàrl – Insurance Broker and Financial Consulting in Crissier

AF Consult Sàrl is an independent company specializing in insurance brokerage and mortgage financing advisory services , based in Crissier, in the Canton of Vaud, Switzerland . The company supports both private individuals and businesses in managing, optimizing and protecting their insurance coverage and financial solutions. Through a personalized and independent approach, AF Consult Sàrl carefully analyzes each client’s situation in order to provide tailor-made solutions that meet real needs and long-term objectives. The goal is to ensure optimal protection while maintaining efficient cost control over time. Insurance solutions for private individuals AF Consult Sàrl offers comprehensive advice for personal insurance, including: • Basic and supplementary health insurance • Household contents and personal liability insurance • Legal protection insurance for private individuals and traffic • Motor vehicle and mobility insurance • Travel insurance and specific coverage • Savings, pension and retirement planning solutions Each insurance portfolio is reviewed in detail to ensure effective protection against everyday risks. Insurance solutions for businesses Companies, entrepreneurs and self-employed professionals benefit from targeted insurance solutions designed to secure their activities, such as: • Accident insurance and loss of income coverage • Professional and commercial liability insurance • Business, building and commercial insurance • Legal protection insurance for companies • Insurance for events and specific professional activities AF Consult Sàrl helps businesses identify risks and protect the continuity of their operations. Mortgage financing and financial advisory In addition to insurance services, AF Consult Sàrl supports its clients in real estate financing projects by offering suitable mortgage solutions. The company advises on the selection of financing structures, optimization of mortgage conditions and long-term financial planning. Why choose AF Consult Sàrl • Independent insurance broker based in Crissier • Strong knowledge of the Swiss insurance and financial market • Personalized and transparent advice • Comprehensive solutions for individuals and businesses • Long-term support with a dedicated point of contact AF Consult Sàrl is a reliable and professional partner for insurance and financial consulting services in the Lausanne region and throughout the Canton of Vaud.

Rating 5 of 5 stars from one rating

 Closed until 13:30
 Open until 16:00
Fiduciaire Staehli SA

Rating 5 of 5 stars from 2 ratings

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession
Fiduciaire Staehli SA

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD
Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

Rating 5 of 5 stars from 2 ratings

 Open until 16:00
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Financial planning in Waadt (Region)

Financial planning in Waadt (Region), recommended by local.ch

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Financial planning in Waadt (Region)

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 Open until 19:00
AvantGarde Investment Solutions & Consulting, Steve Léchaire

Rating 5 of 5 stars from one rating

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial Expertise and Innovation in Switzerland

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

Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
AvantGarde Investment Solutions & Consulting, Steve Léchaire

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
Financial Expertise and Innovation in Switzerland

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

Rating 5 of 5 stars from one rating

 Open until 19:00
 Closed until 13:00
Nicolas Duzanski Conseiller Financier
No reviews yet

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne

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.

InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance
Nicolas Duzanski Conseiller Financier

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne
InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance

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.

No reviews yet
 Closed until 13:00
 Closed until 13:30
Audit firmTrustee's officeAuditingGuaranteed trusteeshipHuman ressources servicesHuman resourcesTax adviceFinancial adviceTax expertsTax returnsTax officeBusiness consultancyAccountingAnalytic instrumentsWord processing, copywriting, editingFinancial planningFinance and trading company
 Closed until 13:30
AF Consult sàrl

Rating 5 of 5 stars from one rating

AF Consult sàrl

Chemin du Closalet 4, 1023 Crissier
AF Consult Sàrl – Insurance Broker and Financial Consulting in Crissier

AF Consult Sàrl is an independent company specializing in insurance brokerage and mortgage financing advisory services , based in Crissier, in the Canton of Vaud, Switzerland . The company supports both private individuals and businesses in managing, optimizing and protecting their insurance coverage and financial solutions. Through a personalized and independent approach, AF Consult Sàrl carefully analyzes each client’s situation in order to provide tailor-made solutions that meet real needs and long-term objectives. The goal is to ensure optimal protection while maintaining efficient cost control over time. Insurance solutions for private individuals AF Consult Sàrl offers comprehensive advice for personal insurance, including: • Basic and supplementary health insurance • Household contents and personal liability insurance • Legal protection insurance for private individuals and traffic • Motor vehicle and mobility insurance • Travel insurance and specific coverage • Savings, pension and retirement planning solutions Each insurance portfolio is reviewed in detail to ensure effective protection against everyday risks. Insurance solutions for businesses Companies, entrepreneurs and self-employed professionals benefit from targeted insurance solutions designed to secure their activities, such as: • Accident insurance and loss of income coverage • Professional and commercial liability insurance • Business, building and commercial insurance • Legal protection insurance for companies • Insurance for events and specific professional activities AF Consult Sàrl helps businesses identify risks and protect the continuity of their operations. Mortgage financing and financial advisory In addition to insurance services, AF Consult Sàrl supports its clients in real estate financing projects by offering suitable mortgage solutions. The company advises on the selection of financing structures, optimization of mortgage conditions and long-term financial planning. Why choose AF Consult Sàrl • Independent insurance broker based in Crissier • Strong knowledge of the Swiss insurance and financial market • Personalized and transparent advice • Comprehensive solutions for individuals and businesses • Long-term support with a dedicated point of contact AF Consult Sàrl is a reliable and professional partner for insurance and financial consulting services in the Lausanne region and throughout the Canton of Vaud.

InsuranceFinancingRetirement planningFinancial adviceMortgage
AF Consult sàrl

AF Consult sàrl

Chemin du Closalet 4, 1023 Crissier
InsuranceFinancingRetirement planningFinancial adviceMortgage
AF Consult Sàrl – Insurance Broker and Financial Consulting in Crissier

AF Consult Sàrl is an independent company specializing in insurance brokerage and mortgage financing advisory services , based in Crissier, in the Canton of Vaud, Switzerland . The company supports both private individuals and businesses in managing, optimizing and protecting their insurance coverage and financial solutions. Through a personalized and independent approach, AF Consult Sàrl carefully analyzes each client’s situation in order to provide tailor-made solutions that meet real needs and long-term objectives. The goal is to ensure optimal protection while maintaining efficient cost control over time. Insurance solutions for private individuals AF Consult Sàrl offers comprehensive advice for personal insurance, including: • Basic and supplementary health insurance • Household contents and personal liability insurance • Legal protection insurance for private individuals and traffic • Motor vehicle and mobility insurance • Travel insurance and specific coverage • Savings, pension and retirement planning solutions Each insurance portfolio is reviewed in detail to ensure effective protection against everyday risks. Insurance solutions for businesses Companies, entrepreneurs and self-employed professionals benefit from targeted insurance solutions designed to secure their activities, such as: • Accident insurance and loss of income coverage • Professional and commercial liability insurance • Business, building and commercial insurance • Legal protection insurance for companies • Insurance for events and specific professional activities AF Consult Sàrl helps businesses identify risks and protect the continuity of their operations. Mortgage financing and financial advisory In addition to insurance services, AF Consult Sàrl supports its clients in real estate financing projects by offering suitable mortgage solutions. The company advises on the selection of financing structures, optimization of mortgage conditions and long-term financial planning. Why choose AF Consult Sàrl • Independent insurance broker based in Crissier • Strong knowledge of the Swiss insurance and financial market • Personalized and transparent advice • Comprehensive solutions for individuals and businesses • Long-term support with a dedicated point of contact AF Consult Sàrl is a reliable and professional partner for insurance and financial consulting services in the Lausanne region and throughout the Canton of Vaud.

Rating 5 of 5 stars from one rating

 Closed until 13:30
 Open until 16:00
Fiduciaire Staehli SA

Rating 5 of 5 stars from 2 ratings

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession
Fiduciaire Staehli SA

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD
Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

Rating 5 of 5 stars from 2 ratings

 Open until 16:00
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