MB Courtage & Patrimoine is a brokerage and wealth management firm based in Montauban, France. Established to provide personalized financial support, the company guides clients through significant life projects by offering a range of specialized services. Their core business activities include securing mortgages ("crédit immobilier"), loan consolidation ("regroupement de crédits"), arranging borrower's insurance ("assurance emprunteur"), and providing holistic wealth management advice ("gestion de patrimoine"). The firm is registered with ORIAS as a broker in insurance and banking operations, as well as a financial investment advisor, positioning itself as a comprehensive partner for its clients' financial needs.

Founded in

France