# Etra - **Website:** - **Primary alias:** `etra.ch` ## Description Etra Consulting is a Swiss financial and insurance advisory firm focused on creating tailored solutions for individuals and families. Its approach begins with a detailed review of each client’s financial situation, followed by clear short-, medium- and long-term objectives and a personalized strategy. Etra says it works with a broad range of authorized banking and insurance providers in Switzerland, comparing offers to help clients find options suited to their needs. Its services include investment advice, risk management, retirement and pension planning, tax optimization, and broader financial and wealth planning. The firm emphasizes transparent communication, independent recommendations and ongoing support, adapting plans as clients’ circumstances and goals change. According to its website, its advisory service is paid by insurance companies and does not cost clients directly. Etra Consulting is registered in the FINMA intermediaries register under number F01253476. It also shares news and guidance on topics including insurance brokerage in Ticino, and invites prospective clients to get in touch to discuss their financial priorities. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/ETRA-Consulting-100064062004316) - [instagram](https://instagram.com/etra_consulting) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idYcFQZ1Xm/w/291/h/105/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792946607725) - icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idYcFQZ1Xm/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792946607960) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Downy | #64ccc9 | accent | | Firefly | #0d252b | dark | | Jaffa | #f08641 | light | ## Fonts - Poppins — asset _(google)_ - Open Sans — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._