About Us
Building Relationships
The purpose of the Company is to facilitate, finance, acquire, hold, manage, administer, encumber, dispose of, and realize investments and participations of any kind in domestic and foreign companies, either for its own account or on behalf of third parties. This includes providing related advisory services, delivering support and operational services to subsidiaries, and fulfilling all functions typically associated with a holding company. In particular—though not exclusively—this encompasses the assumption of executive, management, supervisory, and oversight responsibilities, representation mandates, the provision of financing, capital investments of all kinds, the administration of such investments, and the rendering of advisory services of any nature.
About Us
We Are Leading International Company In The World
The Company is authorized to carry out any industrial, commercial, financial, or other business activities in Switzerland and abroad, and to engage in transactions or legal acts that are directly or indirectly related to its purpose or that may serve to support or promote the development and achievement of its corporate objectives.
Accordingly, the Company may in particular establish, incorporate, dissolve, or liquidate enterprises of any kind, including branches and representative offices, both domestically and internationally. It may participate in or merge with other enterprises of any type, acquire or dispose of participations, and engage in any form of joint venture.
Furthermore, the Company may create, acquire, develop, register, license, finance, manage, exploit, trade, encumber, or otherwise deal with securities, investments, intangible assets, intellectual property rights, raw materials, movable assets, and real estate in Switzerland and abroad. It may also carry out any legal acts related to these assets.
The Company is also authorized to raise loans and obtain credit facilities for itself, affiliated companies, shareholders, and third parties; to grant loans and credit to affiliated companies, shareholders, and third parties; to act as guarantor or provide any form of security or collateral for obligations of affiliated companies, shareholders, or third parties—including but not limited to pledges and fiduciary transfers—and to assume or underwrite liabilities, including bill obligations.
Lastly, the Company may undertake any form of short-, medium-, or long-term investments, borrowings, financings, and financial transactions, whether for its own benefit or on behalf of third parties.
Building Staff
Here’s a smoother version of your sentence: We are proud of our exceptional people, tailored solutions, and unrivaled personal service—delivered with great passion and expertise. If you want a more formal or casual tone, just say!
Financial Sales Associate
As a Financial Sales Associate, you will work alongside and support the Lead Sales Representative in driving profitable growth through new business sales and customer retention. Your ability to listen and empathize will be key in serving as the initial point of contact for our customers.
Sales & Service Representative
Help the customer identify needs and the finance package they want to purchase. Transfer information from agency management system to comparative rater to provide multiple competitive quotes the customer can evaluate and choose from.
3255
Revenue in 2018
5255
Colleagues & Counting
3802
Successfully Project
7
Year of experience
Investment & wealth advice
How do you balance competing financial priorities? Maybe you want to retire early — and build a college fund for your kids. Perhaps you need a bigger house — but you’re also managing care for elderly parents. Or you worry about making your savings last throughout retirement — yet plan to celebrate your 40th anniversary with a once-in-a-lifetime trip.
Whether you’re just starting out, mid-career, or approaching retirement, one thing remains true: your financial strategy can help you balance priorities as you build wealth, save for big purchases, and prepare for the unexpected. Financial Solutions is here to discuss investment options tailored to each stage of your life.
Our wealth advisory service combines the benefits of financial planning and investment management expertise. It’s a comprehensive solution providing support in both areas.
Make The World Better
Fund ideas and projects without risk
We connect your ideas and projects with the right people and the necessary capital. Apply now to join our venture capital program
We Follow Best Practices
We connect your ideas and projects with the right people and essential capital. Apply now to participate in our venture capital program
- Sustainablility
- Project On Time
- Modern Technology
- Finance Credit
Our Core Services
In recent years, our staff have helped raise almost half a million dollars for Covenant House, as well as participated in the challenging but rewarding sleep-out event.
“The funds raised will make an immediate difference, helping us not only provide food, clothing, and shelter but also vital counseling and job training.”
Our employees engage with the community through a variety of programs and events. They have helped prepare soups for Soup Sisters, a non-profit charity dedicated to feeding young men and women at various shelters.
Has also participated in the Donate Marathon, a unique school-business partnership where employees read to local schoolchildren every week throughout the school year. Additionally, executives and clients take part in a cooking event, where, under the guidance of a professional chef, they prepare a range of freezer-friendly meals for the Food Bank, which are then distributed to local neighborhoods.
Why Choose Us?
What sets us apart
Our Commitment to Excellence
- We offer truly personalized service and innovative, customized solutions.
- Our size and independence make us ideally placed to support our clients.
- We invest in state-of-the-art risk analysis technology and practices.
- Our analytics and cascading models are industry-leading and award-winning.
- We have over 90 percent client retention rate. When are you coming to us?
Browse coverage types
Whatever you want your money to do for you, Financial Solutions offers a suite of accounts, products, and investment options:
Choose from a wide variety of nationally recognized mutual funds. You can also consider life insurance as a tool to help accumulate assets and pass them on to your heirs.
- Mutual Funds
- Variable Universal Life
Financial Solutions offers a variety of investment products to help you save for the education of your children, grandchildren, or even yourself.
College savings plans
Would you like me to add more details or pro
Consider tax-favored account options and other investments that can help you and your spouse or partner save, invest, and generate income for retirement:
IRAs
Annuities
Mutual Funds
Variable Universal Life Insurance
Consider investing in precious metals or other stable assets to protect against emergencies. You can also choose diversified solid investments with potential for returns, such as:
Precious metals (gold, silver)
Land and real estate
- Assets in luxury items