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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLausanneBCD Financial Group Sàrl
BCD Financial Group Sàrl Logo
Verified· 3 sources

BCD Financial Group Sàrl

Summary

About the company

The core activity of BCD Financial Group is the provision of financial services, including: tax consulting (Fiscalité), pension planning (Prévoyance), investment consulting (Investissement), credit brokerage (Crédits), insurance services (Assurances), and mortgage consulting (Hypothèque). The company thus offers a wide range of financial services for private individuals.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered7
Insurance
Health, vehicle and building insurance, with offer comparisons, coverage adjustments, reduced premiums and administrative management of policies and claims.
Retirement Planning
Advice on retirement planning and third-pillar solutions, with analysis of retirement options, individual support and explanations of tax benefits.
Taxation
Tax returns, tax optimisations, setting up advance payments and correspondence with the tax authorities, with support tailored to the client’s situation.
Investments
Investment advice and wealth management, with analysis of the investor profile, selection of solutions from the market and annual monitoring.
Loans
Advice on private loans, search for financing solutions, comparison of terms and support with choosing the amount and duration.
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Reviews

Aggregated rating

Aggregated rating
4.7
of 5

Aggregated from 15 reviews across all connected sources

Sources
GGoogle4.715
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Rue Saint-Pierre 3
1003 Lausanne
Opening hours
Mon
09:00 - 17:30
Tue
09:00 - 17:30
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-130.560.563
Founded
2018 · 8 years
Last commercial register change
March 28, 2025
Employees
1 to 10

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