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DirectoryFinance & InsuranceFinancial ServicesDübendorfFreund & Partner GmbH
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Freund & Partner GmbH

Summary

About the company

The core activity of Freund & Partner is customer-oriented financial consulting, enabled by the combination of human expertise and digital technologies. The company offers comprehensive financial consulting services tailored to the needs of its customers and supported by the use of IT systems.

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Offering

Products & services

Industry:Financial Services
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✓ Offered9
Financial advice
Financial advice for insurance, retirement provision, assets and other financial matters; digital analysis, evaluation, advice and lifelong support with personal recommendations.
Health insurance fund advice
Comparison of health insurance funds, selection of suitable providers, advice on supplementary insurance, models, deductibles (franchises) and premium reductions, as well as support with implementation.
Tax return
Preparation of the tax return, management of the required documents, and tax optimisation by using all available deductions and adjustments.
Real estate financing
Advice covering the purchase of owner-occupied homes and real estate, including budget planning, financing, contract and purchase processing, as well as mortgage calculators.
Retirement planning
Retirement planning for old-age provision, provision for children, life insurance in the event of death, advance directive (Vorsorgeauftrag) and will for financial protection in different life stages.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 45 reviews across all connected sources

Sources
GGoogle545
★TrustpilotSoon
PProvenExpertSoon

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Location

Ueberlandstrasse 1
8600 Dübendorf
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-353.366.458
Founded
2017 · 9 years
Last commercial register change
April 14, 2022
Employees
1 to 10

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