Founded in 2005, Acci Plus Patrimoine is a network of independent wealth management consultants dedicated to assisting individuals and professionals in building, managing, and passing on their assets. The company emphasizes a personalized, long-term approach, conducting a comprehensive audit of each client's financial and personal situation to create tailored strategies. Their core services revolve around investment advice, real estate investment (including tax optimization schemes like Pinel), retirement planning, and insurance brokerage.

Founded in

France