Investment Management - Montagnac, Languedoc-Roussillon-Midi-Pyrénées, France
Conseiller & Formateur Indépendant en Patrimoine & Investissements, chez P.B.C&I
Inform I Diagnose I Recommend I Support I Harmonize I Harmonize I Perpetuate " Together let's develop your future " P.B.C&I - Patrimoine is an independent wealth management firm located in Montpellier, access to a personalized support of your needs & objectives. We place our services at your disposal, to provide you with a personalised and local support in space and time: => Creation of Wealth, => Optimisation of your savings, => Protection of your family and friends, => Optimisation of employee savings, => Optimisation of company cash flow, => Tax optimisation, => Preparation of your retirement, => Annual follow-up of client transactions, => Assistance with tax declarations, A simple, clear and efficient financial education 2.0. We work on the principle of recommendation, a real vector of confidence for our clients.
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