Insurance Brokerage & Consulting

Centerbroke Zürichsee AG 

Wollerau · Since 1990

The core activity of Centerbroke is the provision of insurance trust services, particularly in the field of insurance management. This includes the analysis of companies and their activities, the identification of needs and the assessment of risk-bearing capacities, in order to develop optimal insurance coverage and seek out the best insurance partners.

Cerberus Consulting AG 

Matzingen · Since 2021

The core activity of Cerberus Consulting AG is consulting and brokering insurance solutions, particularly in the areas of retirement planning, local and international insurance. The focus is on the 3rd pillar of the Swiss pension system and the portability from the 2nd pillar. The company also offers services in the area of provision, such as optimizing the 3rd pillar and planning for retirement.

CGA SUISSE SAGL 

Lugano · Since 2023

The core activity of CGA Suisse is the brokerage and management of insurance solutions for companies and private individuals in Switzerland. This includes evaluating existing insurance solutions, searching for market-based solutions to meet customer needs, and organizing claims handling. The company works with various insurance partners to offer its customers a wide range of insurance services.

Chanchaleune Consulting 

La Tour-De-Peilz · Since 2022

The core activity of Chanchaleune Consulting is the independent consulting and brokerage of insurance, pension solutions and mortgages for private clients and small and medium-sized enterprises (SMEs). The services include the analysis and optimization of insurance portfolios, the management of claims, the brokerage of mortgages and the creation of tailored solutions for the financial security of clients.

CJF Consulting, Cornelius Franken 

Aeugst Am Albis · Since 2016

Clavis Consulting GmbH 

Zug · Since 2011

columna consulting gmbh 

Mels · Since 2016

Columna Consulting provides independent and competent consulting services in the areas of financial and pension planning, provision, assets and insurance. The core activity includes advising self-employed individuals, business owners, CFOs, young entrepreneurs and private individuals in developing and selecting solutions for their financial security, including risk protection, capital accumulation, investments, loans, mortgages and insurance solutions.

Dabo GmbH 

Zofingen · Since 2019

The core activity of Dabo-GmbH is the brokerage and consulting of insurances, including health insurance, life insurance, supplementary insurance, legal protection, building insurance, car insurance and financing options for mortgages, as well as pension planning advice.

Dennis Borgeaud, Versicherungen und Vorsorge 

Herzogenbuchsee · Since 2007

The company's core activity is the brokerage and sale of insurance and pension products.

Dynamic ASC GmbH 

Adligenswil · Since 2019

e-assur SA 

Geneva · Since 2009

Elony Sàrl 

Carrouge Vd · Since 2015

e & o treuhand gmbh 

Engelburg · Since 2002

ergo-tax Katrin Baviera 

Beggingen · Since 2004

Eurovisa GmbH 

Zurich · Since 2005

Eurovisa GmbH is an owner-managed company offering IT services, insurance products and office support services. The company’s services include IT solutions, multiple types of insurance (including accident, health, liability and motor insurance) and administrative services such as accounting, tax returns, company formation and VAT processing.

Fidelity Conseils Sàrl 

Lausanne · Since 2022

Filosana GmbH 

Bad Zurzach · Since 2018

Finance Consulting maro GmbH 

Schlieren · Since 2005

The company's core activity is the consulting and brokerage of financial services, particularly in the field of insurance, with the aim of securing customers against unforeseen events and safeguarding their assets.

Finance Partner AG 

Wolhusen · Since 1988

Finanz CheckUp GmbH 

Niedergösgen · Since 2017