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DirectoryFinance & InsuranceInsurance CompaniesSiglistorfMargrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH
Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH Logo
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Margrith Hotz & Partner Finanz- und Versicherungstreuhand GmbH

Summary

About the company

Services in the areas of financial, pension and tax planning, insurance, provident and financial consulting, as well as services in the trust area; may establish branches and subsidiaries and participate in other companies, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate. It may also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.

Commercial register, canton of AG·As of June 21, 2024View on Zefix
Offering

Products & services

Industry:Insurance Companies
✓ Offered8
Financial planning
Financial planning looks at investments, retirement provision, insurance, taxes and budget as a whole; analysis of the documents, assessment of the current situation, specific optimisation opportunities and support with implementation.
Retirement planning
Retirement planning for disability, death and old age; comprehensive retirement analysis, reduction of overinsurance, closing of gaps and planning of buy-ins as well as staged withdrawal of capital.
Wealth management
Wealth management for investments, taking into account taxes, risk willingness, risk capacity and liquidity needs; analysis of the markets, investment decisions and portfolio monitoring.
Pension planning
Pension planning with decision support for a pension or a capital payout; analysis of the financial situation, tax aspects, retirement strategy and preparation for retirement.
Inheritance planning
Inheritance planning for timely settlement of an estate, tax-optimal structuring, provision for the partner’s benefit, as well as liquidation and division of an estate within the scope of a mandate.
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Location

Büntlistrasse 6
5462 Siglistorf

At a glance

Legal form
Limited Liability Company
UID
CHE-407.903.230
Founded
2024 · 2 years
Last commercial register change
June 21, 2024
Employees
1 to 10

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