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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingUsterFinanzPunkt AG
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Verified· 3 sources

FinanzPunkt AG

Summary

About the company

The core activity of Finanzpunkt AG is the independent consulting and brokerage of financial, retirement and insurance solutions for private individuals and companies (SMEs). This includes optimizing finances, selecting and managing insurance policies, as well as accompanying clients through claims settlements. The company acts as an independent financial services provider and insurance broker, offering individual solutions and advising and supporting clients in all financial, retirement and insurance matters.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance advice and support
Advice and support in all matters of finance, retirement provision and insurance; selecting suitable insurance solutions, one-stop contract support, and coordinating claims handling.
Insurance for private clients
Property and asset insurance, personal insurance and home solutions for private individuals, including motor, household, private liability, building, travel and pet insurance.
Insurance and retirement provision for SMEs
Property, asset, personal and social insurance for businesses, including motor vehicle and fleet insurance, business liability, cyber, transport, accident and daily sickness benefit insurance, as well as occupational retirement provision.
Claims handling
Support in the event of claims, contact with claims departments, and coordination of the claims process for customers.
Tax returns
Preparation of tax returns as an additional service in the area of private needs.
Reviews

Aggregated rating

Aggregated rating
4.4
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle4.47
★TrustpilotSoon
PProvenExpertSoon

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Location

Seestrasse 159A
8610 Uster
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 - 16:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.921.094
Founded
2009 · 17 years
Last commercial register change
January 10, 2023
Employees
1 to 10

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