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Sully Finance : accompagnement stratégique et gestion privée.
Dans un environnement économique, financier et politique complexe et en perpétuel changement, Sully Finance offre un conseil personnalisé, transparent et pédagogique.
Le cabinet accompagne les chefs d’entreprise, les familles et les particuliers dans la planification, la structuration, les investissements, le développement et la transmission de leur patrimoine privé et professionnel.
Processus stratégique : Planifier – Structurer – Investir – Développer – Transmettre.
Domaines d'intervention :
• Missions d'accompagnement et de coordination de conseil
• Stratégie patrimoniale et financière
• Conseil en investissement financier
• Gestion des enjeux évolutifs : anticipation des changements de vie et adaptation continue des stratégies patrimoniales grâce à un suivi dédié
En 2015, Sully Finance a obtenu l’appellation"Conseiller Patrimonial de Famille" (CPF), gage d'un accompagnement de haute qualité et d'une approche holistique.
Lyon – Paris
Company Details
- Employees
- 1
- Founded
- -
- Address
- Lyon, Rhône Alpes 69006, Fr
- Industry
- Investment Advice
- Website
- https://www.sullyfinance.fr/
- Keywords
- Missions d’accompagnement et de coordination de conseil, Patrimoine privé et patrimoine professionnel, Courtage en assurance, Conseil en investissement financier, Investissements immobiliers.
- HQ
- Lyon, Rhône Alpes
Sully Finance Questions
Sully Finance's website is https://www.sullyfinance.fr/
Sully Finance's LinkedIn profile is https://fr.linkedin.com/company/sullyfinance
Sully Finance has
1 employees.
View email and phone details for 1
employees at Sully Finance.
Sully Finance's industry is
Investment Advice
Sully Finance's top competitors are
Mt Conseils - Gestion De Patrimoine,
Financiere Gestion Privee | Figep,
Le Partenaire Conseil,
Patrimoni Conseil,
Coplo - Conseil En Fiscalité Et Gestion De Patrimoine,
Madame Cadeau,
Cfo Compagnie Financière De L'opéra,
Sianne Patrimoine,
Ritchee.fr,
Canopée Patrimoine.
Sully Finance's categories are Investment Advice
Sully Finance's founding year is 2014
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Top Sully Finance Employees
-
Anne-Cloée Gonnet-Schaller
Conseillère En Investissements…
Greater Lyon Area, France
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