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DirectoryFinance & InsuranceFinancial ServicesEtagnièresDG Conseil Sàrl
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DG Conseil Sàrl

Summary

About the company

The core activity of DG Conseil is to provide services in the fields of finance, insurance, and real estate. Specifically, this includes: Financial services: expert opinions, tax returns, financial planning and management for individuals and companies (DG Finances); Insurance services: consulting and brokerage of insurance solutions for individuals and companies (DG Conseil); Real estate services: consulting and support for real estate projects, management of real estate and holiday properties (DG Patrimoine). The company thus offers a comprehensive range of services to meet the financial, insurance-related and real estate needs of its clients.

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Products & services

Industry:Financial Services
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Insurance brokerage and portfolio management
Insurance brokerage, insurance portfolio management, advice on choices and needs, research into the best offers for individuals and businesses.
Financial advice and overall financial management
Tailored expert services, from simple tax declarations to overall financial management, for entrepreneurs and individuals.
Wealth and real estate advisory
Support for leisure real estate, property management, real estate projects and investments.
Initial review and advisory appointment
Initial assessment by professionals, booking an appointment with an advisor, contact for personalised support.

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Location

Route d'Echallens 1
1037 Etagnières

At a glance

Legal form
Limited Liability Company
UID
CHE-355.712.465
Founded
2020 · 6 years
Last commercial register change
October 20, 2020
Employees
1 to 10

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