Who plans his finances properly, increases his quality of life. From us you can expect comprehensive support: professional, discreet, on the basis of Christian values, according to your needs and at reasonable prices. Â
-Â Estate Tax return, tax return BS, tax return BL, tax savings
- Financial planning, Financial advicesÂ
-Â Business consulting, accounting, company formation,
- Asset Management for privat clients:
Roland Herzig has always been close to these goals since the end of his studies in economics. As a pioneer in financial planning, in 1994 he was co-founder of Balosetti Finanzservice. In 2002 he completed the new training as financial planner with eidg. Specialist certificate and thus became one of the first state-approved fiduciary, bank and insurance advisors. Since the year 2000 the company trains apprentices. Due to its growth in 2007, it was converted into a stock corporation: Balanz AG. Roland Herzig owns the majority of Balanz AG and is also its managing director. BALANZ is thus independent and focuses entirely on the needs of its customers. Get to know our fields of activity on the following pages. Maybe you will soon experience the BALANCE feeling yourself. We look forward to welcoming you to a personal conversation.