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DirectoryFinance & InsuranceFinancial ServicesYverdon-Les-BainsBe Me! Sàrl
Be Me! Sàrl Logo
Verified· 3 sources

Be Me! Sàrl

Summary

About the company

Be Me! Sàrl provides financial and insurance advisory services for individuals, families and businesses, covering protection, pension planning and wealth-strategy. Services include pillar 3 solutions, health, home and disability insurance, retirement and succession planning, tax optimization, investment research (rather than portfolio management), debt management and budgeting.

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Offering

Products & services

Industry:Financial ServicesInsurance Brokerage & Consulting
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✓ Offered3
Insurance
3rd-pillar insurance, health insurance, home and liability insurance, coverage in case of loss of earning capacity, risk assessment.
Retirement provision
Retirement planning, provision account and insurance (3rd pillar, etc.), long-term income strategies, inheritance planning, preservation of assets.
Financial planning
Investment research instead of asset management, tax optimization, financing of studies, debt management, budgeting and saving.
Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle4.25
★TrustpilotSoon
PProvenExpertSoon

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Location

Avenue des Découvertes 3
1400 Yverdon-Les-Bains
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
09:00 - 12:00
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-179.967.813
Founded
2021 · 5 years
Last commercial register change
December 31, 2024
Employees
1 to 10

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