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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingLiestalWitmer & Partner GmbH
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Witmer & Partner GmbH

Summary

About the company

The core activity of Witmer & Partner GmbH is independent financial services, particularly advising private individuals and SMEs in the areas of: investments, mortgage financing, taxes, insurance, (early) retirement planning, company formation, and estate planning. The company offers a comprehensive range of services and is financed through consulting and management fees, without offering its own financial products.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
Investment advice
Investment advice for private individuals and SME businesses, with comprehensive guidance on investing, returns, investment risk and tax implications.
Financing advice for owner-occupied housing
Financing advice for owner-occupied housing, including guidance on housing finance and the related financial implications.
Retirement (early) planning
Planning for retirement (early retirement), with advice on financial, tax and long-term retirement provision matters.
Tax planning
Tax planning for private individuals and SME businesses, with advice on reducing the tax burden and on financial impacts.
Estate planning
Estate planning with advice on wealth transfer, long-term arrangements and an integrated review of the financial situation.
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Location

Lindenstrasse 2
4410 Liestal

At a glance

Legal form
Limited Liability Company
UID
CHE-105.552.218
Founded
2001 · 25 years
Last commercial register change
May 25, 2009
Employees
1 to 10

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