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DirectoryFinance & InsuranceFinancial ServicesMünchensteinLIMA Finanzdienstleistungen / Lisser Markus
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LIMA Finanzdienstleistungen / Lisser Markus

Summary

About the company

The core activity of LIMA Finanz- und Steuerberatung is the provision of financial and tax consulting services, including financial planning, for private individuals and companies.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Tax advisory
Tax returns, tax planning and tax optimisation for individuals; advice on pension fund purchases, WEF withdrawals, pension deferral, partial retirement, securities, real estate and estate planning.
Financial advice
Personal financial advice and financial planning; analysis of the financial situation, planning for life goals, saving on taxes, early pension planning, as well as succession and gifts.
Retirement planning
Retirement planning to align today’s and future wishes with the financial situation; taking into account life goals, tax savings and capital needs for later steps.
Pension planning
Pension planning for early retirement preparation; it takes into account capital needs, partial retirement, pension deferral and the timely achievement of personal goals.
Home ownership advice
Advice on home ownership, including financing and renovation of the house, as well as tax aspects related to real estate.
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Location

Melchior Berri-Strasse 10
4142 Münchenstein

At a glance

Legal form
Sole proprietorship
UID
CHE-113.286.906
Founded
2006 · 20 years
Last commercial register change
December 22, 2022
Employees
1 to 10

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