CP CONSEIL ET PATRIMOINE CIF Clermont-Ferrand

Présentation : Skip to content CP CONSEIL ET PATRIMOINE is a consultancy firm based in Clermont-Ferrand and operating throughout France.
Specializing in wealth management since 2011, their team provides assistance in optimizing both private and professional assets.
Their approach involves creating customized strategies that meet the specific needs of their clients.
Alexandre Pauly & Romain Cahier, the founders of the firm, emphasize the importance of tailoring their services to each individual's unique situation.
They offer a range of services including asset assessment, wealth strategies, financing solutions, social optimization, real estate investment advice, tax optimization, and professional advisory.
Their expertise is at the disposal of their clients, ensuring that their wealth is protected and effectively managed.