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At Excellium Patrimoine, we support you with tailor-made financial strategies to properly prepare for your retirement. With our expertise in investment advice, we help you build a personalized strategy that will allow you to maintain your standard of living and achieve your goals.

Complete Analysis of Your Financial Situation

By analyzing your income, investments, and future needs, we develop a tailored plan to optimize your savings. Our approach also includes advice on taxation and tax reduction to maximize your benefits and minimize your taxes during retirement.

Asset Optimization for a Peaceful Retirement

Excellium Patrimoine, expert in wealth management, dedicates its expertise to securing and developing your real estate and financial assets. Together, we approach this new stage of life with confidence and serenity.

Contact us for your Retirement Study

Send us your information so we can get back to you and work together to define the best strategy for your retirement.

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50, Avenue des Champs-Élysées 75008 Paris

Wealth Advisor R.C.S. 925 371 734 Evreux

Real Estate Agency
Professional License No. CP12701224000000010

Loan broker representative
Intermediary in banking operations and payment services
Tied insurance broker

Excellium Patrimoine

06 43 82 25 26

 

E-mail

contact@excelliumpatrimoine.com

Scan this QR code to access my full contact details, visit my Excellium Patrimoine website, and discover our wealth management services.

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