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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingHerrlibergCB Consulting AG
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CB Consulting AG

Summary

About the company

CB Consulting AG is an independent asset management and financial planning firm. Its services include asset management, financial planning, tax return preparation and tax advice, insurance and health-insurance brokerage, mortgage comparisons, pension and inheritance advisory, and support for property sales.

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Products & services

Industry:Insurance Brokerage & Consulting
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Wealth management
Professional and independent management of significant private and institutional assets across various asset classes, with ongoing monitoring of the investment portfolio.
Financial planning
Preparation of financial plans for private households and businesses, including capital requirements planning, liquidity planning and integrated consideration of taxes, law and retirement/pension provision.
Tax returns, tax consulting and tax planning
Completion of tax returns, tax consulting and tax planning, support with tax optimisation, real estate capital gains tax, and representation before tax authorities.
Insurance & health insurance
Intermediation, administration and support of individually tailored insurance and health insurance solutions, including assistance in the event of a claim or illness.
Mortgage comparisons
Comparison and brokerage of mortgages for owner-occupied housing and rental properties, with selection of suitable financing models and optimisation of the interest burden.

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Location

Dorf 27
8704 Herrliberg
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:00
Tue
08:00 - 12:00, 13:00 - 17:00
Wed
08:00 - 12:00, 13:00 - 17:00
Thu
08:00 - 12:00, 13:00 - 17:00
Fri
08:00 - 12:00, 13:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-102.028.027
Founded
2001 · 25 years
Last commercial register change
March 25, 2022
Employees
11 to 20

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