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.
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The third pillar is a savings plan that includes risk coverage. Life insurance covers the risk without a savings component.