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DirectoryFinance & InsuranceFinancial ServicesSteinhausenvon Bergen Solution AG
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von Bergen Solution AG

Summary

About the company

The company's purpose is to provide consulting and brokerage services for financial and tangible asset investments, as well as to provide related services. The company conducts financial, pension and estate planning. The company may establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, 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 in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as provide security for liabilities of affiliated companies.

Commercial register, canton of ZG·As of August 14, 2023View on Zefix
Offering

Products & services

Industry:Financial Services
✓ Offered4
Wealth building
Structured and goal-oriented wealth building with budget planning, a wealth concept, goal setting and financial awareness; support in selecting suitable investment opportunities.
Cashflow strategies
Strategies for steady, passive income from built-up wealth; tailor-made solutions, a broad range of investment opportunities and support during implementation.
Retirement planning
Planning retirement with current-position assessment, income and wealth analysis, tax planning, recommendations for action and support with banks, insurance companies or a pension fund.
Personal mentoring
Personal 12-month mentoring with individual meetings, needs analysis, goal setting, head-heart connection, success formulas and monthly support via Zoom or telephone.
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Location

Hinterbergstrasse 24
6312 Steinhausen

At a glance

Legal form
Corporation
UID
CHE-473.095.435
Founded
2023 · 3 years
Last commercial register change
August 14, 2023
Employees
1 to 10

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