Personal Finance & Individual Accounting Services

Personal Finance & Individual Accounting
– we offer custom-tailored solutions for individuals and their families to best meet
all your needs, from obtaining a mortgage to creating investment strategies and getting advice on complex insurance matters.
Thanks to our many years of experience
in the field of finance & accounting, we are
able to offer you extensive assistance and
a professional approach to all of your
finance & accounting needs.

Obtaining credit & securing financing

Auto Loans & Financing

We can help you identify and select the optimal financing vehicle and secure credit so you can buy the new or pre-owned vehicles you’ve been wanting.

Mortgages

We can help you calculate your borrowing capacity in order to obtain the best bank loan secured by collateral.

Home Equity Borrowing

We offer advice on choosing the best home equity loans with low interest rates. Our experts also analyze home equity contracts and supporting documentation.

Debt Consolidation

We can help you reduce your debts by consolidating them into one loan, reducing your monthly payments and improving your credit rating.

Investments and Financial Advisory Services

Investments

We assist people who would like to tap the financial potential of stock markets and investments but do not have the time or experience to successfully analyze and capitalize on the market themselves.

Pension Plans
& Defined-Contribution Plans

This is an additional way to save money
for retirement to secure a better financial
future after you (and/or your spouse)
leave the workforce.

Individual Retirement Accounts

We can help you choose the optimal individual retirement account investments based your
risk tolerance and retirement goals.

Wealth Management & Accumulation

We deliver expert guidance in choosing the
best forms of savings, including the analysis
of securities as well as short-term and long-term investments.

Investment in currencies & raw materials

This is a very popular form of increasing
wealth, especially in the times of economic crisis. We can help you analyze currency,
gold and metals markets.

Real estate investments

We offer you support in purchasing free-standing single-family homes, multi-unit homes and/or apartments, as well as commercial and business properties.

Insurance Advisory Services

Health Insurance

We work closely with our individual clients
and their families to guarantee you access
to the best specialists, medical practitioners
and professional inpatient care.

Life Insurance

This insurance guarantees financial safety
for members of the insured’s family in the
event of his or her death.

Property Insurance

This is a insurance in which the insured
item is tangible property protected up to
a given insurable value.

Auto Insurance

This is a type of property insurance which applies to all motor vehicle owners and/or operators. It is divided into required Liability coverage and optional comprehensive coverage.

Personal Accident Insurance

This insurance guarantees financial help
in the event of accidental injury and/or disability.

Travel Insurance

This insurance covers medical expenses abroad, accident insurance, Third Party Insurance, lost baggage or even
canceled flight tickets.