Founded on the principles of independence, expertise, and client proximity, ATELIA Finances & Patrimoine is a wealth management firm based in Rennes, France. The company offers a holistic and personalized approach to managing, optimizing, and growing their clients' assets. Their services encompass financial investment advice, life insurance, real estate investment, retirement planning, and tax optimization. As a registered Financial Investment Advisor (CIF) and member of the Chambre Nationale des Conseils en Gestion de Patrimoine, they are committed to providing tailored strategies that align with their clients' specific financial goals and life projects.

Founded in

France