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The best financial advisors in Lausanne

20 businesses in lausanne

1
AT

A. Tedesco

A. Tedesco provides consulting services in insurance, retirement planning, financing including real estate, and risk management for individuals and companies.

Avenue des Bergières 36, 1004 Lausanne
3
CA

COFINANCES, Alain Faure

Financial advisory firm providing services in retirement planning, taxation, and mortgage loans. Also offers financial consulting and brokerage in insurance and real estate.

Rue des Crêtes 5, 1018 Lausanne
4
Finance et conseils, G. C. Tavel

Finance et conseils, G. C. Tavel

Finance et conseils, G. C. Tavel is a Lausanne-based company specialising in financial management, consulting and services in financing and international trade. Founded in 1984, it is directed by Gérard Christian Tavel.

Chemin de Montolivet 18 bis, 1006 Lausanne 079 212 35 55 Website
5
G-

Gherbi - Financial Advisory

Gherbi - Financial Advisory provides independent financial advisory services for individuals and companies in Lausanne.

Avenue de Montchoisi 15, 1006 Lausanne
6
HC

Heger Consulting

Heger Consulting is an independent financial, economic, and legal consulting firm specializing in tax, insurance, real estate, and investments, including the distribution of financial products and administrative management.

Chemin de la Chaumière 9, 1010 Lausanne
7
HP

Henry Politi

The business provides financial advisory services.

Rue de l'Aurore 3, 1005 Lausanne
8
JB Pitteloud Conseils

JB Pitteloud Conseils

JB Pitteloud Conseils is a Swiss sole proprietorship based in Lausanne providing financial advisory services, insurance brokerage, and alternative investment opportunities for individuals, families, and businesses.

Chemin de Champ-Rond 21, 1010 Lausanne Website
10
JS

JEANDUPEUX SERVICES

JEANDUPEUX SERVICES is a sole proprietorship based in Lausanne providing service provisions, notably in finance and real estate, including related brokerage activities.

Avenue de Cour 135, 1007 Lausanne
11
JC

JMR Conseils, Jean-Marie Riat

JMR Conseils is an independent financial advisory and brokerage firm based in Lausanne, specializing in mortgage financing, real estate, and insurance.

Avenue du Temple 21, 1012 Lausanne 021 652 00 78
12
KF

Koenig Financial Education

Koenig Financial Education provides training and advisory services in finance and strategy for entrepreneurs, financial professionals, universities, and schools. It is based in Lausanne, Switzerland.

Rue Beau-Séjour 12, 1003 Lausanne
13
KS

Konstantinova Services d'Infrastructure

The business develops and operates a technology platform dedicated to financing small public infrastructure projects, particularly through public-private partnerships (PPP), by facilitating their preparation, enhancing their attractiveness to institutional investors, and ensuring their implementation through standardized, transparent, and economically accessible solutions.

Avenue du Grey 44, 1004 Lausanne
14
MM

M. M. Venezia

M. M. Venezia provides investment advice and financing research services. The business operates as a sole proprietorship registered in Lausanne, Switzerland.

Avenue du Théâtre 7, 1005 Lausanne
15
MS

M. S. Maurice Scuderi

The business provides brokerage and intermediation services for personal loans, real estate, and insurance, along with investment portfolio management, real estate and company transactions, and project management and coaching services.

Chemin du Bois-Gentil 72, 1018 Lausanne
16
PS

PRB Services, Patrick Bonzon

PRB Services provides financial services, seeks participations and financing, and conducts brokerage and various operations in the real estate sector.

Avenue de Jurigoz 20 bis, 1006 Lausanne
17
ProBudget Christophe Brodard

ProBudget Christophe Brodard

ProBudget provides comprehensive economic advice in insurance, taxation, and real estate. Founded by Christophe Brodard, an independent professional since 1996 with a background in private banking.

Avenue de Chailly 7, 1012 Lausanne +41 79 213 30 51 Website
19
SE

Swiss Ethic Advisory, titulaire Hamam

Swiss Ethic Advisory is a Swiss advisory firm specialising in ethical and responsible finance, including Shariah-compliant structuring and values-based wealth management.

Rue de Bourg 27, 1003 Lausanne
20
YF

YM Finance Yves Maeder

YM Finance Yves Maeder provides support, expertise, teaching, and business generation in the financial sector.

Rue Saint-Pierre 1, 1003 Lausanne

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