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DirectoryFinance & InsuranceFiduciary OfficesMeggenFINolution GmbH
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FINolution GmbH

Summary

About the company

FINolution GmbH provides financial planning, insurance brokerage and pension solutions, and offers services related to mortgages, real-estate financing, retirement planning and tax advice. The company serves small and medium-sized enterprises, offers a digital platform for policy management and is a FINMA-authorised independent insurance intermediary (registration F01404230).

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Products & services

Industry:Fiduciary OfficesInsurance Brokerage & Consulting
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Retirement planning advice
Private annuity insurance (pillar 3a), life insurance, occupational pension provision (BVG, 2nd pillar) and unit-linked annuity insurance to secure your financial future.
Insurance advice
Liability, building, legal protection, travel and health insurance with tailor-made coverage solutions for private needs and greater everyday security.
Real estate financing
Mortgage loans, construction loans, rental deposit insurance, landlord liability insurance, as well as building and contents insurance for landlords and real estate projects.
Retirement planning
Annuity planning services, withdrawal of retirement assets, early retirement, estate planning, life annuity and retirement mandate for retirement.
Tax advice
Pension advice, tax-free investment products and support with tax returns to optimize the tax burden.

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Location

Schönwil 1
6045 Meggen

At a glance

Legal form
Limited Liability Company
UID
CHE-335.042.147
Founded
2022 · 4 years
Last commercial register change
July 27, 2022
Employees
1 to 10

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