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DirectoryFinance & InsuranceFiduciary OfficesTäuffelenLoru GmbH
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Loru GmbH

Summary

About the company

Loru GmbH provides independent financial advisory services offering neutral advice on taxes, pension planning, insurance and investments. Services include tax optimization, pension analysis, insurance reviews, investment advice, mortgage consulting and support for advance directives, wills and care mandates.

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Products & services

Industry:Fiduciary OfficesFinancial Services
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Financial advice
Independent, neutral advice on finances, retirement provision and insurance; initial consultation by email or phone, followed—if needed—by comprehensive advice based on a quotation.
Tax optimisation
Review the tax return, check that deductions are complete, and optimise tax planning so you can save money.
Retirement provision analysis
Review benefits from the various pillars in the event of disability or death and clarify the need for protection for a partner or children.
Insurance review
Review existing insurance policies and assess whether current policies and mixed life insurance are still appropriate.
Investment advice
Explain the basics of capital markets and show how, with little effort, you can invest in understandable products.

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Location

Kirchackerstrasse 3
2575 Täuffelen

At a glance

Legal form
Limited Liability Company
UID
CHE-230.867.772
Founded
2024 · 2 years
Last commercial register change
September 25, 2024
Employees
1 to 10

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