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DirectoryFinance & InsuranceFinancial ServicesPaudexAvinci Sàrl
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Verified· 3 sources

Avinci Sàrl

Summary

About the company

The core activity of AVINCI is to provide services in the field of finance and insurance. Specifically, this includes: The brokerage of insurance solutions (assurance) for private individuals and companies, including car, motorcycle and other types of insurance. Investment advice and asset management (finance) with the aim of optimizing customer returns while ensuring a high level of security. The brokerage of mortgages (hypothèque) and support for customers in financing real estate. The provision of services in the area of pension planning (prévoyance), including the planning and implementation of pension concepts for private individuals and companies. Overall, AVINCI positions itself as a financial services provider offering comprehensive solutions in the areas of insurance, finance, mortgages and pension planning to its customers.

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Products & services

Industry:Financial Services
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Insurance
Private and business insurance coverages, with comparisons, risk analysis and support to find a solution tailored to the client’s needs.
Finance
Investment advice and portfolio strategy, with analysis of the status of assets, risk capacity and investment horizon.
Mortgage
Mortgage advice, financial plan, estimate of purchasing capacity and support in negotiations to obtain better rates.
Retirement planning
Retirement planning solutions with a diversified investment strategy, for retirement, amortisation of a home loan, savings, tax optimisation or family protection.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle54
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin de la Charrettaz 12
1094 Paudex
Opening hours
Mon
09:00 - 12:00, 13:30 - 17:00
Tue
09:00 - 12:00, 13:30 - 17:00
Wed
09:00 - 12:00, 13:30 - 17:00
Thu
09:00 - 12:00, 13:30 - 17:00
Fri
09:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-487.325.280
Founded
2021 · 5 years
Last commercial register change
June 30, 2021
Employees
1 to 10

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