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Our partners

You would prefer to be advised by a Wealth Management Consultant on the advisability for you of using the products and/or services produced by a large group, examples of which are as follows.

Below you will find examples of financial companies, Banks, Insurance Companies, Real Estate Developers, Service Providers, Financial Managers, etc. for which we are able to advise you on certain products and services based on your objectives, personal situations (family, financial, tax, professional, etc.) and the overall wealth structure that we will define together.

To find out what we can advise you on and manage with you over time, do not hesitate to contact us for an appointment without any commitment on your part.

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logo Perial AM.png
logo generali.jpeg
logo axa.jpeg
logo generation vie.jpeg
logo la mondiale.png
logo financiere galilée.jpg
logo antin apargne pension.png
logo one life.png
april.jpg
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Keys.jpg
logo allianz.jpeg
logo lombard international.png
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logo oradea vie.png
logo bpi.jpg
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balcia-insurance.png
sofinco.jpg
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Ugip.jpeg
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Zenioo.jpg
miltis.jpg
meilleure assurance.jpeg
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Allianz.jpeg
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Generali.jpeg
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Qui sommes-nous ?                                                                       Coordonnées

Notre Conseil en Gestion de patrimoine                     14 avenue du Général Leclerc

auprès des particuliers,                                               78470 Saint-Rémy-lès-Chevreuse

professions libérales et entreprises                          jm.bardou@lucie-patrimoine.com

à + de 20 ans d'expérience.                                          01 47 89 98 64 ou 01 85 40 21 92

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Lucie CEP is member of

adhérent ANACOFI
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