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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingWollerauJM PARTNER AG
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Verified· 3 sources

JM PARTNER AG

Summary

About the company

The core activity of JM PARTNER AG is the provision of services in the areas of risk management, insurance, and pension planning. Specifically, this includes: Insurance: Consulting and brokerage of insurance solutions for private and professional needs; Occupational pension planning: Development and implementation of pension solutions for companies to attract and retain qualified employees in the long term; Private pension planning: Development of sustainable and tailored strategies for private pension needs; Company formation: Consulting and support for the formation of companies, including the selection of the right legal form and the management of risks. The company offers a personal approach and exclusive services to support customers in managing their risks and securing their future.

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Industry:Insurance Brokerage & Consulting
✓ Offered5
Insurance
Insurance cover and solutions for personal, property and financial risks; accident, sickness daily allowance, building, liability, legal expenses, cyber and D&O insurance, as well as other special coverages.
Occupational pension provision
Advisory services and analysis for pension fund solutions for companies; optimization of coverage, return opportunities and taxes within occupational pension provision.
Private pension provision
Advisory services and analysis for private retirement provision with pillar 3a and 3b; asset management, life insurance, payout plan, vested benefits under portability and pension advice.
Company formation
Guidance during company formation in Switzerland; selection of company address and legal form, as well as support with insurance matters and the company’s start-up phase.
Claims service
Online claims submission via the customer portal with support by phone and email if there are problems with login or with submitting a claim.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Färberstrasse 7
8832 Wollerau
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-266.832.386
Founded
2022 · 4 years
Last commercial register change
January 13, 2025
Employees
1 to 10

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