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financial-planning in bellinzona

: 9 Entries
 Closed until Monday at 9:00 AM
PG IMMOcasa Sagl
No reviews yet

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

Real estate brokers and agenciesBuilding managementManagement of real estate
PG IMMOcasa Sagl

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona
Real estate brokers and agenciesBuilding managementManagement of real estate

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

No reviews yet
 Closed until Monday at 9:00 AM
 Closed until Monday at 8:30 AM
i Partners SA

Rating 5 of 5 stars from one rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA

Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5 of 5 stars from one rating

 Closed until Monday at 8:30 AM
* No advertising material

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financial-planning in bellinzona

: 9 Entries
 Closed until Monday at 9:00 AM
PG IMMOcasa Sagl
No reviews yet

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

Real estate brokers and agenciesBuilding managementManagement of real estate
PG IMMOcasa Sagl

PG IMMOcasa Sagl

Via del Bosco 1A, 6500 Bellinzona
Real estate brokers and agenciesBuilding managementManagement of real estate

Sure, here's the text translated into English: The PG IMMOcasa Sagl is a company active in the real estate field and is registered with the Commercial Register under number CHE-239,908,124. The real estate activity started in 2009 under the auspices of the company PG ASSICURA SA, offering insurance and real estate services. For greater transparency, it was decided in 2023 to divide the two activities and create PG IMMOcasa Sagl, while still maintaining the same fundamental principles that have made the real estate sector successful with PG ASSICURA SA in previous years, namely: - Professionalism - Competence - Quality - Trust Our goal is to have satisfied customers, and we strive to quickly achieve your goal by supporting you in all practical, legal, and financial aspects. We can achieve this goal thanks to personnel trained by SVIT (Swiss Association of Real Estate Economics), active for decades in the real estate sector and able to provide the appropriate solution for every need, whether it be sales, purchases, rentals, or property management. PG IMMOcasa Sagl is regularly authorized by the cantonal supervisory authority to carry out real estate fiduciary activities. By concluding the Sales Mandate, our work and commitment to the customer begin with attention to detail in all stages of negotiation. SERVICES - Real estate brokerage (sale, rental, and search) - Customized sales or rental mandate - Building administration - Property appraisal and evaluation - Inspections and negotiations with clients - Real estate promotions and feasibility analysis - Financial advice with cost calculation (sustainability -> bank -> mortgage) - Insurance advice (amortization -> third pillar -> stable policy) - Assistance and accompaniment to the notarial deed

No reviews yet
 Closed until Monday at 9:00 AM
 Closed until Monday at 8:30 AM
i Partners SA

Rating 5 of 5 stars from one rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA

Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5 of 5 stars from one rating

 Closed until Monday at 8:30 AM
* No advertising material