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The team at Excellium Patrimoine, experts in investment consulting, offers personalized solutions to meet your financial needs. Our specialists assist you in strategically diversifying your portfolio and maximizing your returns. Whether you're interested in Life Insurance, the Retirement Savings Plan (PER), or other options, we guide you with a tailored approach.

Our Financial Strategies

  • Investment in securities to promote sustainable growth,

  • Diversification of your portfolio to ensure better economic protection,

  • Tax optimization of your investments for improved net returns.

Tax Optimization

Take advantage of our expertise to optimize the tax efficiency of your investments. Our solutions structure your financial strategies by incorporating insightful advice on applicable tax laws, aiming to maximize your returns while simplifying your tax declaration.

Excellium Patrimoine leverages its expertise in wealth management to secure and grow your capital, allowing you to focus calmly on your long-term financial goals.

Contact us

To receive personalized investment advice, feel free to contact us.

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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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