Drawing on strong expertise in the field of financial and wealth management consulting, our goal is to offer you entirely personalized management, tailored to your needs.
We take particular care to understand your expectations and objectives, whether they are short, medium, or long-term, in order to propose bespoke strategies. By remaining attentive to the evolution of your projects, we identify innovative and flexible solutions through open architecture, allowing you to access the best market opportunities. Our priority is to create sustainable value by optimizing your wealth while taking your personal and financial priorities into account.
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2 à 10 collaborateurs
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Primaval Bretagne is registered with ORIAS in the following categories: CIF, COA and COBSP. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation COBSP : Banking and Payment Services Broker, able to compare and propose different credit or financing solutions
Primaval Bretagne is a member of the professional association CNCGP.
Primaval Bretagne thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
