VZ VermögensZentrum

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Zürich, Switzerland

vermoegenszentrum.ch
Financial consultant· Bank· Financial planner· Mortgage broker· Tax consultant· Financial Services· Financial institution· Investment service· Mortgage lender· Tax preparation

VZ VermögensZentrum Reviews | Rating 3.9 out of 5 stars (7 reviews)

VZ VermögensZentrum is located in Zürich, Switzerland on Gotthardstrasse 6. VZ VermögensZentrum is rated 3.9 out of 5 in the category financial consultant in Switzerland. VZ Group is an independent Swiss financial service company listed on the SIX Swiss Exchange. The company specialises in the areas of retirement planning and portfolio management for individuals as well as in insurance and pension fund management for companies. The services are focused on wealthy private clients aged 50 or older and on corporate clients with more than 20 employees. VZ does not sell any financial products of its own and is not a product broker. Instead, it is financed by consulting fees and management fees. As of 31 December 2013, VZ managed client assets in the amount of 12 billion Swiss francs and an annual insurance premium volume in the amount of CHF 289 million. The group employs about 700 people. VZ is headquartered in Zurich and has offices in Aarau, Affoltern a.A. Baden, Basel, Bern, Chur, Geneva, Horgen, Lausanne, Liestal, Luzern, Meilen, Neuchâtel, Rapperswil, Rheinfelden,Schaffhausen, Solothurn, Sursee, St. Gallen, Thun, Winterthur and Zug as well as in Munich, Düsseldorf, Frankfurt and Nuremberg.

Address

Gotthardstrasse 6

Phone

+41 442072727

Company size

501-1000 employees

Headquarters

Zürich

Founded

1993

Accessibility

Wheelchair-accessible toilet

Open hours

...
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W

weber isc

Due to a changed family situation, I needed support with my parents' wealth management. On the occasion I also had our pension planning checked. Investment strategies were proposed following a needs assessment. These were explained in detail at another meeting. All personal contacts were very pleasant and professional. The cost structure is transparent and the service fees charged are acceptable. The costs for the advice will be charged separately. Current accounts are kept free of charge. The debit card is free and there is also the possibility to apply for a credit card free of charge. Every year you are invited to a portfolio review meeting. A detailed documentation provides information about the current composition of the entire portfolio. All in all, we are very happy with the performance of the portfolio and the service. The performance of the portfolio though is depending on the risk strategy and are a very personal choice.

M

meier jessica

very unpolite and arrogant people at the empfang (reception)

S

Sweet Exotic

Awfull

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Peter Rothmüller

Ich habe Kontakt aufgenommen, um ein Haus anzusehen. Es gab keinen Rückruf. Wir haben uns für ein anderes entschieden, bei dem die Beratung sofort klappte. War wohl zu anstrengend, in der Nähe von Basel ein Haus zu zeigen. Es steht immer noch zum Verkauf. Der Hausbesitzer hat sicher Freude an der Vermittlung.

A

Andreas Haag

Mehrere Säule 3a Depots, 2020 hervorragende Performance, Äusserst professionelle und freundliche Beratung. Strongly recommend!

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Alexandra Mueller

Steuerberater top, Versicherungsberater flop. Der Kontakt mi Letzteren war eine einzige Katastrophe: Wenn man dann mal jemanden erreicht (telefonisch nahezu unmöglich und per email erhält man ständig Abwesenheitsnotizen), dann bekommt man von den inkompetenten Mitarbeitern das Gefühl, sie zu belästigen. Dabei wollte ich nur Versicherungen abschliessen. Entschuldigung für die Störung, VZ Zürich!

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oskar strasser

Habe ein ausführliches eMail geschrieben, betr. allen Versicherungen die ein Unternehmen braucht, inkl. Prämienvolumen und Policen. Rückruf kahm nach einigen Tagen von einer sehr, sehr, sehr unprofessionellen Person, nache einigem hin und her klappte es doch nocheinen Termin abzumachen. Eine Terminbestätigung kam nie dafür eine Absage des Termines. Dehnen geht es einfach zu Gut!