FIDELIA PATRIMOINE is an independent wealth management firm based in Lyon, France. Founded on the principles of providing tailor-made, long-term support, the company assists clients with a comprehensive range of financial services. Its core activities include financial investment advising, real estate investment, retirement planning, tax optimization, and insurance brokerage. The firm is regulated and registered with ORIAS as a Financial Investment Advisor (CIF), Insurance Broker (COA), and Banking and Payment Services Broker (COBSP), and is a member of the Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP).

Founded in

France