A Story That Began in 2012

On the left, Santo Serrao, born in 1991, and Theo Crestani, born in 1992. They began their professional journey as financial advisors in the Lugano region, quickly gaining recognition for their expertise and loyalty to their clients.

Their vision led them, six years later, to create Loyal Group GmbH. Thus, an independent company was born in the market, comprised of professionals certified by IAF / AFA.

Building on their reputation, they expanded their network in 2019 with national alliances, amplifying their market presence.

In 2020, they introduced the concept of digital consulting: an innovative system that allows them to extend their solutions throughout Switzerland. They then decided to open a new office in the Canton of Zug, solidifying their presence across the territory.

Today, in 2024, Loyal Group boasts over 3000 recommended clients and has expanded its team to include consulting in all national languages, eliminating territorial barriers and underscoring their commitment to innovation in the insurance brokerage sector.

Who We Are

Loyal Group is an independent insurance and financial brokerage company. We sift through the market to find the best solution and ensure that the chosen products meet high quality standards. This way, we offer solid and reliable partners with complete freedom of choice.

Our Mission

Since 2012, we have been guiding you on your first step to plan your retirement and secure the continuity of your income. Loyal Group is a true ally, also specializing in the analysis of disability and death risks. As an intermediary, we analyze the market every year in search of the best products for our clients.

“THE FIRST STEP TODAY, TOWARDS A BETTER FUTURE”