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CGP-Conseils Fintech Gestion d'Actifs

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France

Founded in

2016 (9 Years)

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Get to know CGP-Conseils Fintech Gestion d'Actifs

CGP-Conseils is an independent wealth management firm based in France, dedicated to providing bespoke financial strategies for its clients. The firm operates with a mission to offer objective advice tailored to the individual needs, goals, and risk tolerance of each client. Their services encompass a wide range of financial planning areas, including financial investments (securities, life insurance), retirement planning, real estate investment advice, and tax optimization. As a registered Financial Investment Advisor (CIF), the company is regulated and committed to upholding professional standards in the French financial industry.

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Industry

  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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