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Financial services in Waadt (Region)

: 1,202 Entries

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

Also recommended

 Closed until 9:00 AM
Personal loansFinancingCredit institutionFinancial servicesFinancial advice
Credaris AG

Credaris AG

Stauffacherstrasse 16, 8004 Zurich
Personal loansFinancingCredit institutionFinancial servicesFinancial advice
Credaris, your credit specialist

Credaris specialises in brokering personal loans. Credit seekers can get advice and support from Credaris free of charge and without obligation regarding their financing request. Credaris was founded in 2014 as a partner service of Comparis and is now the largest independent credit service provider in Switzerland. The benefits of using Credaris Simple: We make it easy for you to apply for a loan. Photograph the required documents with your smartphone and let our credit experts check your options. Individual: Our credit experts know the credit market inside out. Benefit from our experience and let us advise you individually and personally. We will find the right loan for you. Sure: We work exclusively with renowned credit providers and inform you transparently about your options. Fast: We will process your loan request with the highest priority and contact you as soon as possible. If you have any questions, please do not hesitate to contact us. Successful : Our many years of experience in working with the most important loan providers increase your chances of obtaining the desired loan. Rejections and negative entries with the ZEK are significantly reduced. Free of charge: A loan request and the advice of our credit experts are non-binding and free of charge at any time.

No reviews yet
 Closed until 9:00 AM
 Closed until 7:45 AM
Optifinanz GmbH

Rating 5 of 5 stars from 14 ratings

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
Optifinanz GmbH – Muhen

🔭 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

Financial adviceFinancial servicesFinancial planningRetirement planningWills, estate planningTax adviceReal Estate
Optifinanz GmbH

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
Financial adviceFinancial servicesFinancial planningRetirement planningWills, estate planningTax adviceReal Estate
Optifinanz GmbH – Muhen

🔭 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

Rating 5 of 5 stars from 14 ratings

 Closed until 7:45 AM
 Closed until 8:30 AM
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 8:30 AM
* No advertising material

Financial services in Waadt (Region)

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

Also recommended

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Financial services in Waadt (Region)

: 1,202 Entries
 Closed until 9:00 AM
Personal loansFinancingCredit institutionFinancial servicesFinancial advice
Credaris AG

Credaris AG

Stauffacherstrasse 16, 8004 Zurich
Personal loansFinancingCredit institutionFinancial servicesFinancial advice
Credaris, your credit specialist

Credaris specialises in brokering personal loans. Credit seekers can get advice and support from Credaris free of charge and without obligation regarding their financing request. Credaris was founded in 2014 as a partner service of Comparis and is now the largest independent credit service provider in Switzerland. The benefits of using Credaris Simple: We make it easy for you to apply for a loan. Photograph the required documents with your smartphone and let our credit experts check your options. Individual: Our credit experts know the credit market inside out. Benefit from our experience and let us advise you individually and personally. We will find the right loan for you. Sure: We work exclusively with renowned credit providers and inform you transparently about your options. Fast: We will process your loan request with the highest priority and contact you as soon as possible. If you have any questions, please do not hesitate to contact us. Successful : Our many years of experience in working with the most important loan providers increase your chances of obtaining the desired loan. Rejections and negative entries with the ZEK are significantly reduced. Free of charge: A loan request and the advice of our credit experts are non-binding and free of charge at any time.

No reviews yet
 Closed until 9:00 AM
 Closed until 7:45 AM
Optifinanz GmbH

Rating 5 of 5 stars from 14 ratings

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
Optifinanz GmbH – Muhen

🔭 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

Financial adviceFinancial servicesFinancial planningRetirement planningWills, estate planningTax adviceReal Estate
Optifinanz GmbH

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
Financial adviceFinancial servicesFinancial planningRetirement planningWills, estate planningTax adviceReal Estate
Optifinanz GmbH – Muhen

🔭 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

Rating 5 of 5 stars from 14 ratings

 Closed until 7:45 AM
 Closed until 8:30 AM
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 8:30 AM
* No advertising material