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Cabinet SYLDY

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France

Founded in

2012 (13 Years)

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Get to know Cabinet SYLDY

Cabinet SYLDY is an independent wealth management firm providing comprehensive advisory services to individuals and professionals. The firm, based in Lyon, specializes in developing personalized asset strategies encompassing financial investments, real estate, insurance, provident planning, and credit brokerage. Its mission is to offer objective, tailored advice to help clients manage, grow, and transfer their wealth effectively, emphasizing independence, expertise, and long-term client relationships. The company is a member of the French National Chamber of Wealth Management Advisors (CNCGP) and is registered with ORIAS as a financial investment advisor (CIF), insurance broker (COA), and banking services agent (MOBSP).

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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