2b Patrimoine
Notre objectif, accompagner nos clients particuliers ou chefs d'entreprise, dans le but d'optimiser leur situation financière, fiscale et patrimoniale.#CGP #conseil #patrimoine #assurancevie #capitalisation #PEA #fiscalité #retraite #PER #trésorerie #PINEL #nuepropriété #malraux #MH #denormandie #FIP #FCPI #FCPR #FPCI #150obTER #comptetitre #SCPI #SCI #Donation Pour l'entreprise, les sujets que nous traitons sont les suivants :#prévoyance #santé #hommeclef #épargnesalariale #article83 #placementdetrésorerie #holding #retraite du dirigeant #transmission
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- LA
Lydia Amhis
Gestionnaire De Patrimoine · Finance & Accounting
EmailPhone - FS
Florence Sauve
Private Wealth Advisor · Finance & Accounting
EmailPhone - CD
Christophe Decaix
Membre Fondateur Bni Croissance · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at 2b Patrimoine
4 distinct titles indexed · top 4 shown.
- 2gestionnaire de patrimoine
- 1conseillère en gestion de patrimoine
- 1membre fondateur bni croissance
- 1private wealth advisor
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