The needs of small and medium-sized companies, the self-employed and private individuals are close to our hearts. We offer you professional advice and an overview of your diverse insurance needs and provide you with long-term, ongoing support. We are your specialists for pension fund concepts, financial planning and trusteeships. We would be delighted to count you among our satisfied customers.

Services:

• Pension fund solutions
• Financial planning
• Pensions
• Technical training

• We adapt your customized solutions to your needs and keep you up to date on the legal changes that affect you.
• Quality and your satisfaction is our top priority
• We are independent and committed to the absolute well-being of our customers.
We approach you proactively.
• We are always open to your questions and concerns.

Contact us for an initial, no-obligation discussion.

Best regards, Roger Bertoni