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DirectoryFinance & InsuranceExternal Asset ManagementLucerneSchenker Finanz Service GmbH
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Schenker Finanz Service GmbH

Summary

About the company

The core activity of Schenker Finanz Service GmbH is financial and insurance consulting for private and corporate clients. This includes in particular: asset management and financial planning, insurance services (full range of insurance), support with banks, mortgages and loans, pension planning and retirement planning, tax returns and tax optimization, occupational pension provision (BVG) and financial investments for corporate clients. The company offers personal consulting and individual solutions for the financial needs of its clients.

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Products & services

Industry:External Asset Management
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10
Wealth management
Wealth accumulation and protection through targeted planning, advice on investments and assets, as well as growing and preserving wealth across generations.
Financial planning
Gradual capital build-up and protection, tailored to the wealth situation; periodic adjustments or long-term models.
Retirement planning / retirement-age planning
Retirement and retirement-age planning focused on secure, sustainable financial planning and yield-oriented options, even before retirement.
Comprehensive insurance portfolio
Insurance advice and optimisation of the existing insurance portfolio, including analysis of the coverage in place and the need for insurance cover.
Support for banks, mortgages & loans
Advice on home ownership, financing and insurance models, and suitable protection around banks, mortgages and loans.

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Location

Gesegnetmattstrasse 2
6006 Lucerne
Opening hours
Mon
08:00 - 19:00
Tue
08:00 - 19:00
Wed
08:00 - 19:00
Thu
08:00 - 19:00
Fri
08:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-115.453.368
Founded
2010 · 16 years
Last commercial register change
November 16, 2022
Employees
1 to 10

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