YCOA PATRIMOINE is an independent wealth management firm based in Saint-Grégoire, France. Founded by Yann Couellan, the company provides personalized support to clients for managing, optimizing, and growing their assets. Their services encompass financial and real estate investment advice, insurance brokerage, and tax optimization strategies. As a regulated entity registered with ORIAS, YCOA PATRIMOINE operates under several statuses, including Financial Investment Advisor (CIF) and Insurance Broker, ensuring a compliant and comprehensive approach to wealth management.

Founded in

France