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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichOttima AG
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Ottima AG

Summary

About the company

The core activity of Ottima AG is the holistic consulting and service in the areas of accounting, taxes, insurance and finance. In particular, the company offers services such as tax analysis, planning and declaration, neutral insurance consulting, brokerage and mediation, mortgage brokerage, credit and leasing brokerage, financial planning and asset management, business consulting, strategy development and business planning, as well as administrative management, organization and accounting. The company positions itself as a "One Stop Shop" and offers individual, needs-based overall solutions for private individuals, self-employed persons and companies.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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Insurance consulting and brokerage
Neutral advice, support, needs analysis and insurance brokerage; tailored overall solutions for private individuals, self-employed persons and companies.
Financial advice and retirement planning
Mortgage brokerage, credit and leasing brokerage as well as occupational and retirement planning for private and business-related financial matters.
Tax consulting
Analysis, planning and tax returns for private individuals and companies.
Property brokerage and property management
Property brokerage as well as property management for private clients.
Company formation
Selection of the appropriate legal form, for example a GmbH or AG, as well as general formation administration work.
Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle3.73
★TrustpilotSoon
PProvenExpertSoon

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Location

Schaffhauserstrasse 359
8050 Zurich

At a glance

Legal form
Corporation
UID
CHE-100.997.553
Founded
1996 · 30 years
Last commercial register change
September 21, 2021
Employees
1 to 10

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