Financial Consultants: Vaud

RDConsultancy
Provides advice on financial planning and FINMA-regulated life insurance protection for efficient tax savings. Under PolyReg surveillance we offer Non Discretionary Portfolio Mgmt to Op-In Qualified Investors. Initial consultation without charge.
BDO SA
Auditing, tax and legal advice, fiduciary services, management consultancy and financial services. At 1 Place Pepinet, 1002 Lausanne.
Prevenir SA
Company specialising in financial consulting services and insurance contract management. At 1 Chemin du Vieux Furnil, 1134 Vufflens-le-Chateau.
Moore Stephens Refidar - Lausanne
Moore Stephens Switzerland is a group of independent accounting and business advisory firms, offering accounting, audit, tax, financial and other services for businesses and individuals. At 5 Rue Martere, 1002 Lausanne.
Computer Performances Services SA
Provides financial softwares: international, financial, trust, brokerage, multilingual data-processing to its customers - leading banks, brokers, wealth management companies, family offices, trust companies, fiduciary companies.
Gastroconsult SA
Trustee for hotel and catering industry as well as the food service industry. At 42 avenue General-Guisan, 1009 Pully.
PC & T - T. Padar
Company bringing together different experts in pension funds, tax efficiency, business law and Human Resources. At 92 Grand Rue, 1820 Montreux 1.
US Tax Preparation Consultants
Company providing US tax preparation assistance and advice for filing US tax returns.
E-Gestion Leman SA
Company specialising in trust services, tax and successins, financial planning, insurances advices and corporate governance. At 70 Route du Centre, 1025 St-Sulpice.
DS Tax Consulting
Specialized in tax advice. Swiss certified tax expert with strong experience in Swiss and International. Delivers tax consulting services for individuals and corporations (relocation, tax planning, structuring, M and A) for any region of Switzerland.
Andrew Schreiber
Team of independent financial advisers offering services including financial planning, pension planning, investment advice, portfolio management and mortgage advice to the international community. Based in St-Sulpice.
pension fund pro
Foundation managed by Tellco. Expertise in consultation of pension plan model, pension services, asset management, insurance and investment benefits, real estate management. At 13 Rue des Marchandises, 1260 Nyon.
CRC PME - Cooperative Romande de Cautionnement
Provides loan facilities to small and medium enterprises. Helps to promote economic development and employment. At 117 Avenue General Guisan, Case postale 109, 1009 Pully.
Insuvest consulting
Independent insurance and financial consultant works with numerous banks and insurance companies. International background makes communication easy, in English, en francais or auf deutsch. Based in Lutry.
Prysm
Company specializing in tax strategy, fiduciary services and human resources support. At 8 Grand-Pont, 1002 Lausanne.
VZ Insurance Services SA
Company offering a number of specialised financial services to corporate clients including insurance and pension funds and mortgages. At 11 Petit-Chene, 1003 Lausanne.
White Lighthouse
Investment management, advice, retirement, education, estate and financial planning. Company specialising in working with Americans and expatriates. At 29 Ave dOuchy, 1006 Lausanne.
PPCmetrics
Swiss investment consultant, investment controller and strategic investment advisor. Located at 23, route de St-Cergue, 1260 Nyon.;
Erfisa
Financial advisers specialised in the management of private fortunes. Enquiries by phone may be made from Monday to Friday, 09:00-12:00 and 13:00-16:00. Office situated at chemin du Joran 6A, 1260 Nyon 2.
Spectrum IFA Group
Regulated financial planners, covering all aspects of insurance, tax-optimisation (e.g. Pillar 3a), pensions, QROPS, and mortgages up to 90%. Contact us to arrange a confidential, no obligation consultation.
The Screener
Independent equity analysis firm. Located at Rue de la Gare 18, Nyon 1260.
Swiss Mortgage
Specialized in advice in property financing, acquisition of property (villa, commercial and rental buildings) monitoring and renewal of mortgage contracts. At 64 rue de Rive, 1260 Nyon.
JM Investment Advisors
Swiss Investment Advisory company, member of the Swiss Association of Independent Financial Advisors. Located at c/o Ave. Reverdil 8-10, Nyon 1260.

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