Founded in 1987 and a subsidiary of the Abeille Assurances group, Expert & finance is a leading player in wealth management consulting in France. The company provides personalized support and strategies for private clients, professionals, and entrepreneurs. Its core services encompass financial investments, real estate investment advice, retirement planning, tax optimization, and wealth transfer strategies, aiming to help clients build, manage, and protect their assets over the long term.

Founded in

France