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List Of All financial advisor Leads in Bern

Searching for financial advisor in Bern? Below are 20 businesses with the essentials - location, contact details, and customer ratings. Later Life Retirement Planning currently holds the top rating at 5.0★, while the average across the list sits around 4.6★. The list was last updated on 8/26/2026 - browse below for full contact details and a link to each business.

20 results · last updated 8/26/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Later Life Retirement PlanningFinancial Advisor
First Floor, The Later Life Planning Group, 3 Cliffe Park Way, Bruntcliffe Rd, Morley, Leeds LS27 0RYView on Google Maps
5.0(145)
********993View in Leads Searchin**@l***.co.ukView in Leads Searchwww.laterliferetirementplanning.co.uk/-
SVAG Schweizer Vermögensberatung AG Gabriel BurriFinancial Advisor
Giacomettistrasse 1, 3006 Bern, SwitzerlandView on Google Maps
5.0(43)
+**798*9*771View in Leads Searchin**@c*****.deView in Leads Searchsvag.ch/
LinkedInInstagramFacebookX (Twitter)
Kapitalwerkstatt GmbH - Unabhängige Finanzberatung in BernFinancial Advisor
Schlösslistrasse 19, 3008 Bern, SwitzerlandView on Google Maps
5.0(33)
-su****@k***************.chView in Leads Searchwww.kapitalwerkstatt.ch/
LinkedIn
Naviga GmbHFinancial planner
Schlösslistrasse 19, 3008 Bern, SwitzerlandView on Google Maps
5.0(29)
+**789**7*80View in Leads Searchad***@n*****.chView in Leads Searchwww.naviga.ch/
LinkedInInstagramX (Twitter)
Ogi Treuhand | Ihr Treuhänder in Bern | Steuerberatung | Buchhaltung | Pensionierungsberatung | FirmengründungEscrow Services
Güterstrasse 22, 3008 Bern, SwitzerlandView on Google Maps
5.0(16)
+******6**01View in Leads Searchin**@o***********.chView in Leads Searchwww.ogi-treuhand.ch/
LinkedInInstagram
monfin agFinancial planner
Tavelweg 2, 3074 Muri bei Bern, SwitzerlandView on Google Maps
5.0(15)
+**79**6**51View in Leads Searchha***@m*****.chView in Leads Searchwww.monfin.ch/
InstagramFacebook
Mauerhofer FinanzplanungFinancial Advisor
Aarbergergasse 46, 3011 Bern, SwitzerlandView on Google Maps
5.0(13)
+****99*6*65View in Leads Searchin**@m***************.chView in Leads Searchmauerhoferfinanz.ch/
InstagramFacebook
Glauser+Partner Vorsorge AGFinancial planner
Länggassstrasse 31, 3012 Bern, SwitzerlandView on Google Maps
5.0(6)
+*********45View in Leads Search-www.glauserpartner.ch/-
SEN Consulting AGFinancial Advisor
Haslerstrasse 21, 3008 Bern, SwitzerlandView on Google Maps
5.0(4)
+**76**97763View in Leads Searchin**@s************.chView in Leads Searchwww.senconsulting.ch/
Facebook
Invethos AGFinancial Advisor
Taubenstrasse 8, 3011 Bern, SwitzerlandView on Google Maps
5.0(1)
+*******8711View in Leads Searchan*************@i****************.chView in Leads Searchwww.invethos.ch/
LinkedIn
Edelweiss Consulting, Steiner UlrichTax preparation
Kyburgstrasse 9, 3013 Bern, SwitzerlandView on Google Maps
5.0(1)
+**79*6*6*74View in Leads Search-edelweissconsulting.com/-
AVA Concept AGFinancial planner
Spitalgasse 29, 3011 Bern, SwitzerlandView on Google Maps
5.0(1)
+****78***34View in Leads Search-www.avaconcept.ch/-
OLZ AG - VermögensverwaltungFinancial planner
Marktgasse 24, 3011 Bern, SwitzerlandView on Google Maps
5.0(1)
+******68*00View in Leads Searchin**@o**.chView in Leads Searchwww.olz.ch/
LinkedIn
FINA Finanzplanung AGFinancial Advisor
Gerechtigkeitsgasse 52, 3011 Bern, SwitzerlandView on Google Maps
4.8(89)
+****666**00View in Leads Searchbe******@f***.chView in Leads Searchwww.fina.ch/-
GF
Gasser FinanzplanungTax Advisor
Schlossstrasse 131, 3008 Bern, SwitzerlandView on Google Maps
3.6(18)
+****9****45View in Leads Search---
LEGATO Vermögensmanagement AGFinancial planner
Thunstrasse 78, 3006 Bern, SwitzerlandView on Google Maps
3.3(6)
+****9*9**11View in Leads Searchin**@l*****.chView in Leads Searchwww.legato.ch/-
Berner Finanzplanung GmbHFinancial Advisor
Schwarzenburgstrasse 234/2. Stock, 3098 Köniz, SwitzerlandView on Google Maps
3.0(4)
+****99*6*68View in Leads Search-www.berner-gmbh.ch/-
SFPO - Swiss Financial Planners OrganizationFinancial planner
Münzgraben 6, 3011 Bern, SwitzerlandView on Google Maps
3.0(2)
+******6*730View in Leads Search-www.sfpo.ch/opencms/de/home/-
II
IFS International Financial Services Ltd.Financial Advisor
Marktgasse 38, 3011 Bern, SwitzerlandView on Google Maps
-+******6*660View in Leads Search---
Swiss Life Wealth ManagersFinancial planner
Münzgraben 2, 3011 Bern, SwitzerlandView on Google Maps
-+******7*800View in Leads Search-www.swisslife-wealth.ch/-

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