CAPFINANCES

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.