William Finanz GmbH (Zürich)

Your advantages through our performance

Regardless of your requirement for insurance and pension assets: We have an overview of the current portfolios of the most important insurance and pension institutions. Together with you, we develop customized solutions and strategies that match your current situation, your values and, above all, your goals.

• The uncomplicated way to the right insurance or pension portfolio
• Broad-based comparison options and transparency
• Excellent network connections for your security
• Competent advice and information
• Interesting and realistic financing models
• Targeted strategies for security and investment
• Flexible and specialized team of consultants for special professional needs
• Fast response times
• Uncomplicated support in case of damage

About us:

Our consulting services focus on health protection and health and old-age provision. However, we are happy to serve you with our competent experts in all insurance matters.

Our goal is to make the insurance maze more understandable for our clients and to make your life easier and clearer. We will find you the best offer and take care of all the administration that results from it. We also want to be a strong, competent and trustworthy partner for our customers.

Customers:

We take our customers seriously and convince them with professional competence, quality and reliability. We communicate with them in a competent, friendly and understandable way.

Employees:

We are success-oriented and build on the strengths of each individual employee. We encourage and support professional commitment.

Partner:

We treat our business partners professionally and are predictable for them.