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DirectoryFinance & InsuranceFiduciary OfficesUrdorfKaStein GmbH, Finanzmanagement für Privatpersonen
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KaStein GmbH, Finanzmanagement für Privatpersonen

Summary

About the company

KaStein GmbH, Finanzmanagement für Privatpersonen provides financial management and administrative services for private individuals, including preparation of simple tax returns, small property administration, pension and insurance support, bookkeeping and correspondence.

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Products & services

Industry:Fiduciary Offices
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Property management
Taking over small property administrations, advising and accompanying financing for properties as well as renovations and new builds; negotiating with contracting parties and authorities.
Pension planning advice
Review of current pension benefits, obtaining competing quotations, and support with a pension mandate, advance directives and similar documents.
Insurance advisory
Support with completing forms, obtaining competing quotations, negotiating with insurance companies and requesting reimbursement of medical costs and submissions to authorities.
Office services
Organising personal administration, paying invoices, maintaining general bookkeeping and handling general correspondence, as well as negotiating with banks and insurance companies.
Tax advisory
Completion of simple tax returns as well as clarifications and negotiations with the tax authorities.

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Location

Weihermattstrasse 24
8902 Urdorf

At a glance

Legal form
Limited Liability Company
UID
CHE-355.217.289
Founded
2013 · 13 years
Last commercial register change
December 20, 2013
Employees
1 to 10

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