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The only directory of Ukrainian-run financial consultants in Slovakia

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Financial consultants in Slovakia

Mortgages, loans, pension pillars, life insurance. The consultant often receives a commission for the sold product — ask about it directly.

Financial consultants

Твій бухгалтер у Словаччині

Accountants and Tax Advisors

Professional
Bratislava

I provide full support for živnosť (sole-trader licence — self-employment) (SZČO) and certified accounting services in Slovakia. I assist with tax reporting, certificates, and consultations to make taxes simple and clear.

first consultation free
30 €
30-minute consultation
+1 service
Denis

Financial consultants

Professional
Bratislava

I am a financial agent and help to understand the local system of pensions, insurance, investments, and other financial issues for Ukrainians in Slovakia.

Юридичний супровід бізнесу та міжнародних проєктів

Business consulting

Professional
Online

I help business owners solve legal and corporate issues during the launch, daily operations, and expansion of companies, including in several jurisdictions. I support the creation and structuring of companies, opening corporate accounts, international projects, agreements between partners and investors, purchase, sale, and mergers and acquisitions (M&A) of companies. I prepare, review, and agree on commercial contracts. I help establish internal business processes, contract work, and interaction with partners and contractors. I coordinate work with lawyers, banks, and other specialists in different countries. I provide advice on GDPR and AML/KYC. I have over 20 years of legal experience, including organizing legal work from scratch, managing teams, and supporting international holdings.

Insurance and Financial Consultants

Professional
All of Slovakia

Financial Advisor Throughout Slovakia •Mortgages •Loans •Insurance •Pillars 2 and 3 •Investments •Documents •Free Assistance

Free Consultation
Roman Dovhan
Roman Dovhan

Financial consultants

Business
BratislavaTrnavská cesta 74A

We help choose the best financial solutions for living in Slovakia. We advise on life insurance, property, car insurance, mortgage, and pension savings.

Anna Zherdieva - manažér vo finančných službách pre Ukrajincov na Slovensku

Financial consultants

Professional
All of SlovakiaEinsteinova 11/3677, Petržalka, Словаччина

I am Anna Zherdieva. A person Google knows well today. A person trusted even by those who have never met me in person, thanks to social media. But it wasn’t always like that. It took more than a year for me to become this person. My journey in business began at age 32—that’s when I entered the real estate profession. Just a year later, I founded my own real estate agency, “Allians,” in Kherson. At the same time, I appeared on a local TV channel and explained everything important about real estate to the people of Kherson—simply, honestly, and professionally. My success with clients wasn’t a coincidence. I was constantly learning and growing: • Real Estate Agents School • Executive School • Psychology course on self-assessment • Social media courses • Now Look School, after which I received a diploma as an SMM specialist and targeting specialist Working in television, where—thanks to a professional team—I gained on-air presenting skills and confidence in front of the camera All of this made…

4.8(188)
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Viktoriia Shelepylo

Financial consultants

Professional
All of Slovakia

Get comprehensive financial consulting on mortgages, insurance, pension funds, and investments. During the process, I analyze your situation in detail and select optimal solutions that meet your needs. You can contact me online or with a visit, arranging a convenient time.

Lawyers and Immigration Consultants

Business
All of SlovakiaCentrum I, Dubnica nad Váhom - stred I, Dubnica nad Váhom

We are the OPKO s.r.o. team. In a relatively short time, we have become one of the recognized companies among Ukrainians in Slovakia.

-10% on the first service

Financial consultants

Professional
All of Slovakiapies

Over 5 years of experience, over 200 satisfied clients. I began my career in Ukraine in the field of financial consulting. I continued my work in Slovakia after obtaining the necessary licenses. As a result, I understand the specifics of working in both countries (which are completely different) and can apply best practices from both approaches. Affordable one-on-one training.

5% off tuition
від 590 €
Personalized Learning
+1 service
Надія Бондар

Financial consultants

Professional
All of SlovakiaMlynské nivy 4959/48, Ružinov, Bratislava

Mortgage, pension savings (2nd, 3rd pillars), leasing, medical insurance for foreigners, consumer loans, car insurance (PZP), professional liability insurance, life insurance, investments and capital formation. Cooperation with individuals and legal entities.

Financial consultants

Business
BratislavaTrnavská cesta 100

We provide mortgage and financial consultations, helping with lending, insurance, and investments for clients in Bratislava and online. Our services include mortgage support, various types of insurance, as well as consultations on pension savings and investments in real estate or the stock market.

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Categories

GUIDE

Financial consultants in Slovakia help individuals and businesses with investment planning, insurance selection, pension schemes, and tax-optimised savings. In the current market, around 7 specialists offer services in Ukrainian, Slovak, or Russian, with roughly half working as independent advisors and the rest operating through registered companies. Only 4 out of 7 provide a physical office address, which may matter if you prefer face-to-face meetings—particularly in districts like Ružinov.

What to check before hiring

  • Ask whether the consultant is tied to one insurance company or works independently with multiple providers
  • Request a written fee structure: some charge a flat consultation fee, others earn commission from product sales
  • Check if they hold a valid intermediary licence issued by the National Bank of Slovakia (you can verify this on the NBS public register)
  • Clarify which languages they use for contracts and ongoing communication—3 consultants work in Ukrainian, which simplifies paperwork for newcomers
  • Ask for references or case studies, especially if you need help with cross-border investments or Ukrainian pension transfers

Pricing varies widely: initial consultations may be free or cost €50–150, while ongoing portfolio management often involves annual fees of 0.5–2% of assets under advice. Always request a written quote and compare at least two offers. If you are new to Slovakia's financial system, you can browse profiles of local experts in the directory of specialists or look up unfamiliar terms in the glossary to prepare questions in advance.

Important: no consultant can guarantee investment returns or promise specific tax savings. Slovak law requires all financial advice to include risk warnings, and you should never sign documents you do not fully understand. Take time to read contracts, ask for Ukrainian or English translations if needed, and remember that you can withdraw from most insurance policies within 30 days of signing.

Financial consultants by town

Towns with enough of them for a page of their own.

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This is reference information, not advice. KOMPAS does not rate the quality of any service and is not responsible for the outcome: the decision and the agreement stay between you and the professional.

FAQ

Questions about financial consultants

Do I need a financial consultant if I only want basic life insurance?+

Not necessarily. For straightforward products like term life insurance, you can compare offers online and buy directly from insurers. A consultant adds value when you need to coordinate multiple goals—pension, investments, mortgage protection—or if you want independent advice across several providers rather than one company's range.

How do I know if a consultant is officially registered in Slovakia?+

Check the National Bank of Slovakia's public register of insurance and investment intermediaries at nbs.sk. Enter the consultant's name or company ID (IČO). If they do not appear and claim to sell insurance or investment products, do not proceed—they may be operating illegally.

Can a financial consultant help me transfer my Ukrainian pension rights to Slovakia?+

A consultant can explain Slovak pension options and coordinate with insurance providers, but cross-border pension transfers require official paperwork through the Social Insurance Agency (Sociálna poisťovňa) and sometimes the Ukrainian Pension Fund. The consultant may guide the process but cannot replace the legal steps you must complete with both governments.