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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingCullyOptimal assurances SA
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Optimal assurances SA

Summary

About the company

The core activity of Optimal Assurances SA is the brokerage and sale of insurance policies, as well as the provision of services in the field of financial and asset management. The company offers a wide range of insurance products, including health insurance, travel insurance, liability insurance, and guarantee insurance. In addition, it provides services such as wealth management, financial planning, and tax planning consulting. The company positions itself as an independent broker, seeking the best insurance offers and financial solutions for its clients.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered12
Management of your private and professional insurance
Management of your insurance portfolio, overview of contracts, solutions tailored to your needs, claims handling, responsive support and administrative procedures.
Retirement planning analysis
Retirement planning analysis tailored to the family situation, advice on beneficiary clauses and the specific features related to the pension fund.
Retirement planning
Written retirement planning, choice between a lump sum or an annuity from the second pillar, mortgage repayment strategy, investment and protection of assets.
Mortgage brokerage
Mortgage brokerage to find the solution according to your priorities: obtain the highest possible loan or benefit from the lowest interest rate.
Health insurance
Health insurance with accident coverage and medical treatment costs.
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Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 9 reviews across all connected sources

Sources
GGoogle4.29
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin de Versailles 6
1096 Cully
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-106.540.850
Founded
1990 · 36 years
Last commercial register change
March 23, 2026
Employees
1 to 10

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