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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesPayerneJLDA SA
JLDA SA Logo
Verified· 3 sources

JLDA SA

Summary

About the company

The core activity of JLDA SA is the provision of financial services, particularly in the areas of wealth management, retirement planning, insurance management and financial consulting. The company offers its clients individual solutions and advice in these areas to optimize their financial situation and achieve their goals.

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Products & services

Industry:Financial Services
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✓ Offered
6
Insurance for individuals and SMEs
Life and property insurance, private and professional liability, household, vehicle, building, life insurance, loss of earnings, accident and disability.
Retirement provision
Retirement provision for the 2nd and 3rd pillars, optimisation of the 3rd pillar 3a/3b, set-up and review of the BVG, planning of the purchase and retirement.
Mortgages & real estate financing
Preparation and negotiation of mortgage applications, capacity analysis, comparisons of fixed rates and SARON, notarial support.
Wealth management & investments
Defining a wealth strategy, selecting investment solutions in securities, funds and capital-forming life insurance, regular monitoring of performance.
Health insurance fund
Annual premium comparison, change of insurance fund, advice on basic and supplementary insurance models, optimisation for families and seniors.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 8 reviews across all connected sources

Sources
GGoogle58
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue de Lausanne 32
1530 Payerne
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-304.917.910
Founded
2023 · 3 years
Last commercial register change
March 31, 2023
Employees
11 to 20

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