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Wills, estate planning in Waadt (Region)

: 194 Entries
 Closed until 8:00 AM
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 8:00 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 9:00 AM
Etude Litis
No reviews yet

Etude Litis

Rue de Rive 68, 1260 Nyon
Attorneys at lawDivorce counseling, separation counselingTax adviceLegal informationBusiness consultancyWills, estate planningLegal advice
* No advertising material

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Wills, estate planning in Waadt (Region)

: 194 Entries
 Closed until 8:00 AM
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 8:00 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 9:00 AM
Etude Litis
No reviews yet

Etude Litis

Rue de Rive 68, 1260 Nyon
Attorneys at lawDivorce counseling, separation counselingTax adviceLegal informationBusiness consultancyWills, estate planningLegal advice
* No advertising material