Founded in 1990 and based in Pfäffikon SZ, Switzerland, BBS-Finanzplanung AG operates as an independent financial planning and advisory firm. The company provides holistic, personalized financial consulting covering pensions, investments, taxes, and inheritance for both private and corporate clients. Their business philosophy is centered on independence, competence, and long-term client relationships, ensuring advice is tailored to individual needs and goals. The company is affiliated with the VQF, a self-regulatory organization (SRO) officially recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

Switzerland