Verified email-pattern data for Solution Patrimoine is currently limited. You can still use the company insights and contact sections below.
Conseillers en gestion de patrimoine, nous accompagnons les particuliers et chefs d'entreprise dans la gestion de leur patrimoine de la constitution à la transmission en passant par la consolidation de ce patrimoine.
Nous accompagnons nos clients dans une démarche de conseil et nous facturons des honoraires conseils lors de plusieurs prestations (audit patrimonial global, audit fiscal, audit social, stratégie de rémunération, audit retraite...).
Si le conseil aboutit sur la préconisation de solutions d'assurance ou de placements, nous accompagnons aussi nos clients sur la mise en place de ces solutions.
Nos points forts : proximité, simplicité et écoute.
Company Details
- Founded
- -
- Address
- 175, Rue De Thérouanne, St.-Omer,hauts-De-France 62500,france
- Industry
- Investment Advice
- Keywords
- GESTION DE PATRIMOINE, AUDIT FISCAL, ASSURANCE-VIE, BILAN PATRIMONIAL, CONSEIL EN INVESTISSEMENTS, IMMOBILIER, LMNP, DEFICIT FONCIER, SCI, PER, EPARGNE SALARIALE.
- HQ
- St.-Omer, Hauts-de-France
Solution Patrimoine Questions
SOLUTION PATRIMOINE's LinkedIn profile is https://fr.linkedin.com/company/solution-patrimoine-gp
SOLUTION PATRIMOINE's industry is
Investment Advice
SOLUTION PATRIMOINE's top competitors are
Cleaq,
Sdra Expertise Comptable,
Brasserie Chic Ô Rail,
Ait,
Solution Expert Sdra Sla Comeco,
Mobile.club,
Citya Immobilier,
Baussant Conseil,
Le Meldyck.
SOLUTION PATRIMOINE's categories are Investment Advice
SOLUTION PATRIMOINE's founding year is 2023
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