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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingHerisaugeld-experten gmbh
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geld-experten gmbh

Summary

About the company

The core activity of the company "geld-eXperten gmbh" is comprehensive financial consulting and planning for private individuals and companies. This includes, among other things: retirement planning and pension planning, income security and financial coaching, real estate consulting and financing, individual financial solutions and tangible assets, insurance and social insurance, and succession planning in one's own company. The company offers a holistic view and planning of its customers' financial situation and supports them in achieving their financial goals.

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Products & services

Industry:Insurance Brokerage & Consulting
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Retirement pension planning
Retirement pension planning, from early retirement provision to defining goals, implementation and support across all aspects.
Financial planning and financial coaching
Personal financial plan, financial coaching and tailored financial solutions to improve the financial situation; with figures, facts and advice for different life situations.
Retirement and insurance provision advisory
Advice on provision planning, retirement provision and financial protection in different life phases, tailored to the specific life situation.
Social insurance advisory
Support with social insurance matters, in particular when submitting benefit claims and during lengthy application processes.
Income protection
Advice on protecting income and stabilising finances when life circumstances change.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Lilienweg 7
9100 Herisau

At a glance

Legal form
Limited Liability Company
UID
CHE-140.620.511
Founded
2014 · 12 years
Last commercial register change
August 5, 2025
Employees
1 to 10

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