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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingNeuchâtelBS & Associés SA
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BS & Associés SA

Summary

About the company

BS & Associés SA provides insurance advisory services and mortgage financing tailored to medical professionals, arranging mortgage solutions through a network of partners. The firm also offers wealth management, estate planning and accounting and tax support in collaboration with partner specialists.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered7
Insurance and mortgage advice
Advice on insurance, mortgage financing, wealth management, wealth planning, accounting and taxation for healthcare professionals, in private practice or as employees.
Insurance
Insurance for doctors, practices and staff, with risk management, provident coverage, liability, legal protection and commercial insurance.
Real-estate financing
Mortgage financing and advice on energy financing for real estate, with feasibility analysis, negotiation, notarial support and selection of the banking partner.
Wealth planning
Wealth planning and retirement preparation, with analysis of the financial situation, tax optimisation, early retirement and organisation of succession or transfer of the practice.
Wealth management
Wealth advice to build assets, analyse the financial situation and develop retirement and succession solutions with Kairos Family Office SA.
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Location

Place Coquillon 2
2000 Neuchâtel

At a glance

Legal form
Corporation
UID
CHE-340.207.046
Founded
2019 · 7 years
Last commercial register change
November 22, 2019
Employees
1 to 10

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