ABOUT US
OPTIMIZE COSTS, MAXIMIZE REVENUE
We stand for independent, customized financial solutions with real added value. With us, you receive financial stability and well-thought-out strategies for a secure future. Our ultimate goal is to accompany our clients on their path to financial independence and success.
JB Finanz AG
Our values
Personal & approachable
We are your trusted and independent financial experts. With enthusiasm and expertise, we develop future-proof, innovative strategies with lasting benefits.
Transparent & Fair
Honesty is the foundation of any good financial advice. As an independent company, we find the best solutions with long-term success potential – without hidden interests.
Competent & far-sighted
Our approach is solution-oriented, innovative, and future-oriented. With many years of experience, the highest level of professionalism, and a touch of creativity, we break new ground.
Sustainable & Reliable
We focus on quality, consistency, and partnership. Long-term relationships and a strong network are our greatest strengths.
OUR RANGE
Individual financial strategies – tailored to you
As an independent financial services provider, we enable everyone to achieve economic stability and financial independence. Founded by experienced experts, JB Finanz has quickly established itself as a trusted partner in the market. Through our regional locations and our strong network of specialists, we provide our clients with competent and reliable advice throughout Switzerland.
Our strength lies in individualized advice and customized financial solutions. Through our internal synergies, we support private and business clients in all financial matters – from tax issues and insurance to real estate financing. During an initial consultation, we get to know you and your needs. We then develop your individual financial plan and support you in its implementation.
Let’s shape your financial future together.
%20(1).png)