Financial Advisor in Switzerland
Trust Insurance is your independent financial advisor in Switzerland for all questions relating to finance, taxes and pensions. Book your free initial consultation and find out more about how we can advise you.
That’s why, at Trust Insurance, we accompany you step by step to solve your financial challenges transparently and cost-effectively.
As independent financial advisors, we offer tailored solutions that are precisely aligned with your individual needs and goals. For us, independence means representing your interests exclusively and selecting the best options on the market for you.
We work with a transparent cost model and support you in the role of an Swiss independent financial advisor.
A financial partner who knows how to deliver results
Trust Insurance use various financial tools to show you exactly how you are positioned today and where you could be in the next few years. We use various simulations of scenarios to give you a clear vision. For a secure and predictable future.
We know what makes financial advice stand out
The advantage of financial advisory services lies in our ability to convince with a holistic concept. Our aim is to understand you as an individual with your needs and make the most of them.
We tailor financial concepts to suit your life situation and select a long-term, sustainable investment and financial strategy that matches your risk profile.
What Does Independent Financial Consulting Cost?
A carefully planned budget is the basis of any financial advice. As a client, you benefit from independent financial advice with a transparent cost structure.
Hourly rate or fixed fee: you decide
No cost surprises – all steps are discussed and documented in advance.
OUR PROCESS
Trust Insurance is familiar with all phases of life and can guide you as a private individual or entrepreneur through all financial decisions.
Financial Advisor
Marlon Recine
CFP – Certified Financial Planner
We are pleased to introduce our financial concepts and provide you with a solid foundation for making your first decision towards a personal collaboration.
Our financial advisors hold national and international certifications, such as the CFP – Certified Financial Planner. Our extensive network allows us to assist you as a central point of contact for all financial matters at any time.
Book a free initial consultation or contact us via email.