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ADVICE ON WEALTH MANAGEMENT

ASSET MANAGEMENT ANNECY | CHAMBÉRY | SAVOIE | HAUTE- SAVOIE

What guarantees do I have with the basic pension plan ?

Which asset items should be protected?

Insurance policies:

flecheSocial welfare ( health , Article 83 , PEE , PERCOs , Madelin ... ) .

flecheLife insurance.

flecheProceeds of insurance.

flecheBusiness expenses warranty.

flecheEducation annuity.

flecheSpouse annuity.

flecheHealth insurance.

Active Transactions Conseils, without being actively involved in the transaction as an agent, will accompany you in:

flecheputting together your credit application

flechepresenting your project to several financial institutions.

flechecompleting all paperwork and following-up on your application.

flecheA discount will be offered.

 

Active Transactions Conseils collaborates with Auger Conseil et Finance : Conseil en gestion de patrimoine to offer the best opportunities in a complex and ever-changing market.

Discover...

  • A VISION...

    You can count on the
    years of experience 
    of these
    professionals 

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  • ... FOR YOU

    A support in
    your processes 

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  • A MISSION...

    Trustworthy transactions
    thanks to an
    individualized
    relationship 

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  • ... WITH YOU

    Let yourself
    be led safely
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Actives Transactions Conseils - Sitemap

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