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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLucerneAsermo AG
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Asermo AG

Summary

About the company

The core activity of Asermo AG is cost-transparent and neutral consulting in the areas of financing, retirement planning and insurance. Specifically, this includes: Financing: mortgage brokerage, portfolio analysis and support for construction, purchase and planning; Retirement planning: review of retirement solutions, financial and retirement planning, pension and estate planning; Insurance: comprehensive insurance solutions, occupational pension provision. The company thus offers comprehensive consulting services for private individuals, real estate investors and SMEs/company owners in the areas of finance, retirement planning and insurance.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance consulting and placement
Neutral analysis of insurance and risk topics, selection and negotiation with providers, contract conclusion, as well as support for private and business clients.
Pension and retirement planning
Review of retirement solutions, financial and retirement plans, risk analyses, tax optimisations, pension and estate planning, as well as partial retirement and early retirement.
Mortgage placement and real-estate financing
Mortgage strategy, tendering and analysis of mortgage offers, selection of lending partners, negotiations, and support throughout the purchase, planning and construction of real estate.

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Location

Alpenquai 28a
6005 Lucerne

At a glance

Legal form
Corporation
UID
CHE-323.584.275
Founded
2012 · 14 years
Last commercial register change
June 17, 2024
Employees
1 to 10

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