Results Asset management consultant Paris

REFERENCE PATRIMOINE

Independent financial advice
5/5
• 6 review

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Carte de l'emplacement de l'établissement
29, rue Guillaume Tell, 75017Paris, France
•
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01.84.16.35.45
2024
Recommended
• 2024

Since 2007, this company covers all heritage council occupations. Enjoy the expertise of a team of demanding and rigorous professionals in real estate but also retirement, estate insurance, life insurance and so on. Then you can be accompanied until all your goals are achieved. 

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Members' reviews on REFERENCE PATRIMOINE

5/5
6 reviews
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Value for money
Service

The ratings and reviews below reflect the subjective opinions of members and not the opinion of The Little Witty.

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stephw
stephw
Visited in november 2015
Value for money
Service
Excellent advice, approach as a partner contrary a bank. Good listening to want guest in the management of the savings. Facilitate administrative management.
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Lyxorette
Lyxorette
Visited in march 2015
Value for money
Service
J'ai pris rendez-vous avec Monsieur Lachens, après avoir eu de bons échos de quelqu'un de mon entourage. J'ai été très bien reçue, entretien très professionnel et M Lachens a été en mesure de me rassurer sur toutes les possibilités qui s'offraient à moi alors que je souhaitais un placement sans risques. Je suis donc chez Référence Patrimoine depuis 1 an, et mon placement se porte bien, de plus M Lachens et M Dussaussay son associé, sont tout à fait disponibles et pédagogues lorsque j'ai des questions sur l'environnement économique et financier.
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Rogeur
Rogeur
Value for money
Service
I had to meet 5 trust companies heritage before choosing them and professionalism that emerged, from the first meeting, immediately decided to me. They have cared for me for 3 years and I am it really satisfied. In addition they are quite pleasant...
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arno92
arno92
Value for money
Service
I kept for almost 10 years a PEL in my dear adviser of my dear bank of my parents before meeting Reference Heritage. In two years I saw my climbed savings of 20% vs 5% what enabled me to more quickly are my contribution for my first real estate purchase. Side dishes, and the simulations " vulgarisation' offered enabled me to reach several years on my project of real estate purchase and this in serenity thanks to the professionalism of the staff. Compared to my many banking consultants, there are no photos
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gregory_r
gregory_r
Value for money
Service
Following my divorce, the cabinet helped me to restructure my heritage, to adjust my placements and... to lighten me of much paperwork. By asking the real questions limiting my life plan, Julien could offer the operations me that correspond to my constraints.

I knew that by addressing independent me, I have access to a much larger than than my bank offered me, but beyond that, I found a partner of confidence that will not change agency or commissioning in 6 months.
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