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DirectoryFinance & InsuranceFinancial ServicesChâtel-St-DenisPATRIUM Neyroud
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PATRIUM Neyroud

Summary

About the company

The core activity of PATRIUM is the independent consulting and analysis of asset-related issues for private individuals and companies. This includes in particular: asset management and planning, insurance services (assurances) for private individuals and companies, savings and investment advice (epargne et placements), consulting on pension planning and retirement (3rd pillar, assurances-vie, caisse de pension, LPP, libre passage), mortgages and real estate financing, consulting on buying, selling and searching for real estate, and solutions for inheritance and asset succession issues (hoirie / communauté héréditaire). PATRIUM thus offers comprehensive financial services and asset consulting for private individuals and companies.

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Products & services

Industry:Financial Services
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Wealth analysis & advisory
Analysis and advice on all wealth-related matters; insurance for individuals and companies, savings and investments, Pillar 3 and life insurance, pension fund, retirement, mortgage, and buying and selling real estate.
Finance & insurance
Tailored products to suit each situation; independent financial advice registered with FINMA, including mortgages, savings and investments, retirement and insurance.
Real estate
Real estate advice for construction loans, mortgage assumption, new mortgages, insurance related to construction and housing, as well as purchase, sale and property search.

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Location

Route de Pra de Plan 3
1618 Châtel-St-Denis
Opening hours
Mon
08:00 - 20:00
Tue
08:00 - 20:00
Wed
08:00 - 20:00
Thu
08:00 - 20:00
Fri
08:00 - 20:00
Sat
08:00 - 12:00
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-113.944.313
Founded
2007 · 19 years
Last commercial register change
August 27, 2024
Employees
1 to 10

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