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eredità e lasciti, consulenza e pianificazione in all regions

: 174 Entries
 Closed until 8:00 AM
Nicolas Duzanski Conseiller Financier
No reviews yet

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance
Nicolas Duzanski Conseiller Financier

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne
InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

No reviews yet
 Closed until 8:00 AM
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations) Audits according to special legislation Audit of non-Swiss entities including reporting in foreign language Audits in accordance to international standards (IFRS) Assistance regarding implementation of international standards (IFRS) Internal audits „Anti Money-Laundering Law“-Audits Review, Analyses, Investigations, Appraisals, and Valuations with court appointments „Due Diligence“-Audits Registered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial Consulting Assistance and consulting re Accounting and Bookkeeping Assistance with sale or purchase of business entities or parts thereof Assistance re succession, MBO, MBI, or M&A Consulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax Consulting Accounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ce Computation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Revigroup Lugano SA

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations) Audits according to special legislation Audit of non-Swiss entities including reporting in foreign language Audits in accordance to international standards (IFRS) Assistance regarding implementation of international standards (IFRS) Internal audits „Anti Money-Laundering Law“-Audits Review, Analyses, Investigations, Appraisals, and Valuations with court appointments „Due Diligence“-Audits Registered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial Consulting Assistance and consulting re Accounting and Bookkeeping Assistance with sale or purchase of business entities or parts thereof Assistance re succession, MBO, MBI, or M&A Consulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax Consulting Accounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ce Computation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

* No advertising material

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eredità e lasciti, consulenza e pianificazione in all regions

: 174 Entries
 Closed until 8:00 AM
Nicolas Duzanski Conseiller Financier
No reviews yet

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance
Nicolas Duzanski Conseiller Financier

Nicolas Duzanski Conseiller Financier

Avenue Eglantine 24, 1006 Lausanne
InsuranceInsurance advisorsBuildings insuranceGuaranteed trusteeshipHealth insuranceRetirement planningFinancial adviceReal estate agentReal EstateCredit institutionRental guaranteeMortgageInvestment and investment fundsWealth managementTax returnsTax adviceRecruitingRecrutingConstruction costs warrantyFinancingFinancial planningAudit firmCorporate successionWills, estate planningAssistance

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

No reviews yet
 Closed until 8:00 AM
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations) Audits according to special legislation Audit of non-Swiss entities including reporting in foreign language Audits in accordance to international standards (IFRS) Assistance regarding implementation of international standards (IFRS) Internal audits „Anti Money-Laundering Law“-Audits Review, Analyses, Investigations, Appraisals, and Valuations with court appointments „Due Diligence“-Audits Registered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial Consulting Assistance and consulting re Accounting and Bookkeeping Assistance with sale or purchase of business entities or parts thereof Assistance re succession, MBO, MBI, or M&A Consulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax Consulting Accounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ce Computation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Revigroup Lugano SA

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations) Audits according to special legislation Audit of non-Swiss entities including reporting in foreign language Audits in accordance to international standards (IFRS) Assistance regarding implementation of international standards (IFRS) Internal audits „Anti Money-Laundering Law“-Audits Review, Analyses, Investigations, Appraisals, and Valuations with court appointments „Due Diligence“-Audits Registered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial Consulting Assistance and consulting re Accounting and Bookkeeping Assistance with sale or purchase of business entities or parts thereof Assistance re succession, MBO, MBI, or M&A Consulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax Consulting Accounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ce Computation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

* No advertising material