Home » Directory of wealth management advisors » Primaval Provence
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 adapted, innovative solutions through open architecture, with the goal of value creation.
N/A
2 à 10 collaborateurs
Pour transmettre votre bilan patrimonial à ce professionnel, vous devez être connecté et avoir réalisé votre bilan.
Primaval Provence 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 Provence is a member of the following professional associations: CNCEF and LA COMPAGNIE CIF.
Primaval Provence 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.