Soria Capital & Associés is a financial advisory firm based in Chêne-Bourg, serving clients in Geneva and across French-speaking Switzerland. It supports Swiss residents and cross-border workers with a coordinated approach to managing and developing their financial affairs, bringing together tax, investment, pension, property and financing advice.

The firm assists with tax preparation, management and optimisation in Switzerland and France. Its investment services cover financial placements and Swiss and French real estate opportunities, while its pension and retirement guidance includes protection planning, savings strategies, the Swiss third pillar and French retirement savings plans. For clients financing property projects, the firm helps arrange tailored solutions, including Swiss mortgages and French property loans for cross-border workers.

Soria Capital & Associés begins by reviewing each client’s circumstances and goals, then develops a personalised strategy and provides support with administrative and financial steps. It also offers ongoing guidance as clients’ needs and circumstances change.