20,000+ clients

We currently advise over 20,000 clients from throughout Switzerland We are experts in tax planning, insurance, and retirement planning.

100 employees

At present, around 100 individuals with a variety of skills are employed at our main offices in Zofingen as well in our consulting corners all over Switzlerland.

100% optimised

We optimise your taxes and insurance policies to maximize your savings and reduce your costs.

12 years

For 12 years, we have successfully advised and insured our clients. Put your faith in our extensive experience and expertise.

Zufriedene Kunden

We are only satisfied when you are!

We evaluate ourselves on the basis of individuality, neutrality, and respectability.

At CLARK, you as a client are our priority. We strive for a fair and transparent financial market without the irritating cold calls and commission-based salespeople. You, as our client, are at the centre of everything we do, not the strategies of banks and insurance companies. The team at CLARK will be happy to help you!

WHO WE ARE

Client opinions

“4.8 out of 5 stars with 131 reviews on Google”

I usually am not the one to leave reviews but this service certainly deserves a good review. I am living in Switzerland for 8 years, originally from U.K. and always found tax advisors to make things complicated. Victor did my tax returns and he made it all so easy for me to understand and follow. Price is also extremely competitive for Switzerland and I can not praise Victor enough for putting clients at ease with his relaxed approach and professional capabilities. If you are an Expat and confused with the tax jargon in Switzerland, look no further than this company

Great experience with the UB partner team! For taxes, excellent support by Philipp Dreier and for insurances it's a pleasure working with Victor Parra! I fully recommend this team!

They are professional and have solutions ready for us. I am working with Herr. Bossi and he is great in advising and taking care of my taxes! Danke! I recommend UB partner!

Our partners

ADDED VALUE FOR YOU THROUGH STRONG PARTNERS
baloisebank
bankzweiplus
baumassurance
concordia
glarnakantonalbank
globalsana
helsana
helvetia
hypoteq
innova
leonteq
liechtenstein
liechtensteinischelandesbank
lienhardt
sanagate
sanitas
schwyzer
ssi
swica
swissquote
uvzh
visana
zugerberg

We would love to hear from you

Contact us

Let’s work together to create clarity in your financial portfolio and enjoy the benefits of our diverse financial and insurance solutions. Give us a call or send us a message.