financial advisers France

In an increasingly demanding and complex environment, business leaders must surround themselves with a readily available and effective advisory team more than ever. Choosing ABCAP Conseil means benefiting from the proximity of a local presence. As a partner to your business, our well-established accounting firm in Vimines, Savoie, allows us to offer our clients a variety of related services. Thus,...

The objectivity of advice is an important value for the ONEXYS group. The recommended strategies are intended to assist in decision-making by detailing the advantages and disadvantages of each proposed solution. By reconciling fiscal, civil, asset, and inheritance approaches, ONEXYS supports you at every stage of your life. Our wealth and financial engineering division consists of a team of...

... with experienced collaborators from very diverse backgrounds and professional experiences in order to offer you a wide range of services. Is your business successful? Does its financial and accounting affairs need reorganising? Does it need to be even more productive? Moreover, do you wish to optimise your property assets? Are you looking for tools to improve your responsiveness? Our partners and...

... objectives, our team of five collaborators addresses all your real estate, financial, banking, and legal inquiries. Real Estate: build a secure, profitable, tax-efficient, and reliable real estate portfolio. Financial Advice: benefit from the best-managed and most profitable assets in the market without compromising your risk profile. Wealth Strategy: invest in a wealth strategy now to achieve your goals. Investing in Art: gain access to the most prestigious classic collections to diversify your wealth without tax implications.

... most comprehensive and coherent wealth strategy. Human value is the main driver of our analyses. To achieve our clients' objectives, our priorities are listening, advising, and supporting. CFPatrimoine is registered with ORIAS as a Financial Investment Advisor (CIF), Insurance-Reinsurance Broker (COA), Banking Operations and Payment Services Broker (COBSP). CFPatrimoine is a member of ANACOFI, an association approved by the Financial Markets Authority (AMF). CFPatrimoine also holds a Professional Real Estate Card.

The company Comptabilité Languedoc Midi Conseil (CLM CONSEIL) was founded by Mr. COHAT André, a certified accountant registered with the regional council of the Toulouse Midi-Pyrénées order since 1972, primarily accompanied by his wife, Mrs. COHAT Marie-Christine. Mainly focused on accounting expertise, auditing, accounting and social assistance, legal matters for SMEs, wealth studies, and privat...

My Wealth Advisor is a specialist in online savings on the Internet. We offer our clients a wide range of savings products with minimized fees. A specialist in online savings, but also in tax optimization and real estate. Through our globally recognized partners, we have numerous tax-advantaged real estate properties in the Montpellier area and throughout the Languedoc Roussillon region. Our onlin...