Home » Directory of wealth management advisors » Primaval Méditerranée
With extensive experience focused on advisory services, our ambition is to provide you with truly private management. Attuned to your needs and objectives, we seek out tailored, innovative solutions through open architecture, with the goal of creating value.
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2 à 10 collaborateurs
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Primaval Méditerranée 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 Méditerranée is a member of the professional association CNCGP.
Primaval Méditerranée 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.