Cabinet CPR-Solutions - Conseil en gestion de patrimoine
Information by Research TrustFinance
Founded in 2008, Cabinet CPR-Solutions is an independent wealth management consulting firm (Conseillers en Gestion de Patrimoine - CGP) based in Écully, France. The company's mission is to provide objective, tailor-made financial strategies for individuals and professionals. Their approach begins with a comprehensive personal and financial assessment (bilan patrimonial) to build long-term solutions covering financial investments, real estate, retirement planning, tax optimization, and personal insurance. The firm emphasizes its independence from banking and insurance networks to ensure its advice is aligned solely with the client's best interests.
France
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial