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DirectoryFinance & InsuranceFinancial ServicesGlandCabinet Devalte Sàrl
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Cabinet Devalte Sàrl

Summary

About the company

Devalte Sàrl provides consulting services in the areas of finance, investments, mortgages, pension planning and risk management for companies and private individuals. They support their clients in planning and optimizing their financial situation, including choosing the right status for a company, evaluating companies and managing insurance contracts.

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Offering

Products & services

Industry:Financial Services
✓ Offered6
Financial and wealth planning
360° advice to structure financial, real estate, business and family assets; situation analysis, tax optimisation, asset allocation and a tailored action plan.
Retirement planning
Analysis of retirement provision and retirement planning; selecting the time to retire, pension or lump sum from the 2nd pillar, payout of benefits and cover for the spouse or partner.
Mortgage
Advice for real estate financing, preparing the budget and application file, sourcing the appropriate lending institution, negotiating terms and support through to signature.
Sustainable and responsible investing
Advice on sustainable, ethical and responsible investments; investor profile, needs and goals analysis, selecting investment solutions based on financial capacity, time horizon and risk.
AFA training
Training for AFA insurance intermediaries, in Standard or Pro version; exam preparation, up-to-date content, duration of 5 to 14 days depending on the format.
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Location

Route des Avouillons 6
1196 Gland
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-247.202.227
Founded
2019 · 7 years
Last commercial register change
September 29, 2025
Employees
1 to 10

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