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The insurance brokerage group's statement is simple: "In an increasingly complex and changing financial and fiscal world, it has become essential to call on the services of a wealth management professional" CapFinances will advise you throughout your life: we'll work with you to draw up a free asset assessment, and analyze the differences between your current situation and the one you'd ideally like to have. But that's not all. CapFinances also helps you anticipate and prepare for your retirement, pass on your assets and protect your family. And for those who fear the French tax system, know that this broker proposes to optimize your capital through secure investments. At a time when passbooks and other plans offer interest rates close to zero, opting for our services means you can really capitalize on your savings. The added bonus: a dedicated advisor will follow you from year to year, and will visit you at home. A good option for making your money grow without too much effort.
Did you know? This review was written by our professional authors.
Further information
Opening time and information on CAPFINANCES
Open Monday to Friday from 9am to 5.30pm.
Message from Management
Located in Bois-Guillaume, Capfinances is a trusted partner for wealth management. It offers a complete range of wealth management solutions tailored to your needs. Whether you wish to pass on your assets or invest in real estate, this broker will accompany you every step of the way. Capfinances also helps you anticipate and prepare for your retirement, allowing you to enjoy this important phase of your life with peace of mind. What's more, it offers a range of options to protect your family, with provident products covering dependency and ensuring financial security. These solutions include death, disability and job loss insurance, designed to meet your specific needs. The company also offers attractive options for reducing your tax burden. We offer professional, personalized support. Our attentive advisors are available to guide you and propose a customized action plan.
Members' reviews on CAPFINANCES
The ratings and reviews below reflect the subjective opinions of members and not the opinion of The Little Witty.
J'apprécie son professionnalisme, sa disponibilité, son écoute, sa ponctualité, ses conseils qui m'ont déja permis de gagner de l'argent, tout en respectant ma tolérance aux risques financiers.
Le suivi de mon dossier est régulier depuis notre premier échange.
Un accompagnement précieux que je recommande vivement !
Je recommande.