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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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Later Life Retirement PlanningFirst Floor, The Later Life Planning Group, 3 Cliffe Park Way, Bruntcliffe Rd, Morley, Leeds LS27 0RY | *******••••3 | in**••••co.ukRegister to View | 5.0(145 reviews) | Financial Advisor | |
| SVAG Schweizer Vermögensberatung AG Gabriel BurriGiacomettistrasse 1, 3006 Bern, Switzerland | +**798*••••1 | in**••••**.deRegister to View | 5.0(43 reviews) | Financial Advisor | |
| Kapitalwerkstatt GmbH - Unabhängige Finanzberatung in BernSchlösslistrasse 19, 3008 Bern, Switzerland | — | su****••••**.chRegister to View | 5.0(33 reviews) | Financial Advisor | |
| Naviga GmbHSchlösslistrasse 19, 3008 Bern, Switzerland | +**789*••••0 | ad***••••**.chRegister to View | 5.0(29 reviews) | Financial planner | |
| Ogi Treuhand | Ihr Treuhänder in Bern | Steuerberatung | Buchhaltung | Pensionierungsberatung | FirmengründungGüterstrasse 22, 3008 Bern, Switzerland | +******••••1 | in**••••**.chRegister to View | 5.0(16 reviews) | Escrow Services | |
| monfin agTavelweg 2, 3074 Muri bei Bern, Switzerland | +**79**••••1 | ha***••••**.chRegister to View | 5.0(15 reviews) | Financial planner | |
| Mauerhofer FinanzplanungAarbergergasse 46, 3011 Bern, Switzerland | +****99••••5 | in**••••**.chRegister to View | 5.0(13 reviews) | Financial Advisor | |
| Glauser+Partner Vorsorge AGLänggassstrasse 31, 3012 Bern, Switzerland | +******••••5 | — | 5.0(6 reviews) | Financial planner | |
| SEN Consulting AGHaslerstrasse 21, 3008 Bern, Switzerland | +**76**••••3 | in**••••**.chRegister to View | 5.0(4 reviews) | Financial Advisor | |
| Invethos AGTaubenstrasse 8, 3011 Bern, Switzerland | +******••••1 | an****••••**.chRegister to View | 5.0(1 reviews) | Financial Advisor | |
| Edelweiss Consulting, Steiner UlrichKyburgstrasse 9, 3013 Bern, Switzerland | +**79*6••••4 | — | 5.0(1 reviews) | Tax preparation | |
| AVA Concept AGSpitalgasse 29, 3011 Bern, Switzerland | +****78••••4 | — | 5.0(1 reviews) | Financial planner | |
| OLZ AG - VermögensverwaltungMarktgasse 24, 3011 Bern, Switzerland | +******••••0 | in**••••**.chRegister to View | 5.0(1 reviews) | Financial planner | |
| FINA Finanzplanung AGGerechtigkeitsgasse 52, 3011 Bern, Switzerland | +****66••••0 | be****••••**.chRegister to View | 4.8(89 reviews) | Financial Advisor | |
| Gasser FinanzplanungSchlossstrasse 131, 3008 Bern, Switzerland | +****9*••••5 | — | 3.6(18 reviews) | Tax Advisor | |
| LEGATO Vermögensmanagement AGThunstrasse 78, 3006 Bern, Switzerland | +****9*••••1 | in**••••**.chRegister to View | 3.3(6 reviews) | Financial planner | |
| Berner Finanzplanung GmbHSchwarzenburgstrasse 234/2. Stock, 3098 Köniz, Switzerland | +****99••••8 | — | 3.0(4 reviews) | Financial Advisor | |
| SFPO - Swiss Financial Planners OrganizationMünzgraben 6, 3011 Bern, Switzerland | +******••••0 | — | 3.0(2 reviews) | Financial planner | |
| IFS International Financial Services Ltd.Marktgasse 38, 3011 Bern, Switzerland | +******••••0 | — | — | Financial Advisor | |
| Swiss Life Wealth ManagersMünzgraben 2, 3011 Bern, Switzerland | +******••••0 | — | — | Financial planner |