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DirectoryFinance & InsuranceFinancial ServicesZurich360riskmanagement Roger Eberhardt
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360riskmanagement Roger Eberhardt

Summary

About the company

The core activity of 360riskmanagement is comprehensive financial and risk consulting for private individuals and companies. This includes the management of assets, pension planning and insurance, including the brokerage of mortgages, as well as advice on tax, interest and capital investments.

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Offering

Products & services

Industry:Financial Services
✓ Offered6
Wealth Management
Independent wealth optimization with investment strategies tailored to personal goals and risk appetite; building and preserving assets for individuals and SMEs.
Retirement Planning
Tailored retirement solutions with an analysis of individual needs; a concept for financial security across personal and professional life stages.
Insurance Advisory
Independent advisory and regular policy reviews; optimal insurance coverage, avoiding gaps in coverage and duplicate insurance.
Pension Planning
Strategic preparation for retirement planning the third stage of life and securing one’s standard of living.
Mortgage Advisory
Advisory for real estate financing with comparison of terms for purchase, renovation and refinancing.
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Location

Dörflistrasse 10
8057 Zurich

At a glance

Legal form
Sole proprietorship
UID
CHE-114.881.299
Founded
2009 · 17 years
Last commercial register change
November 20, 2009
Employees
1 to 10

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