CONSEILLER FINANCIER
EXPERTISES :
Retraite
- Bilan retraite
- Plan épargne retraite
- Optimisation fiscale
- Autres
Placements immobiliers
- Investissement en SCPI
Placements financiers
- Placements financiers (SICAV, FCP, Actions, etc..)
- Epargne salariale - Epargne retraite
- Assistance au placement financier (Gestion conseillée)
- Autres
- Investissements Cryptos
- Investissements Responsables
- Investir en bourse
Conseils fiscaux
- Aide à la déclaration d'impôt
- Optimisation fiscale
- Défiscalisation
- Impôt international
- Autres
- Cryptos
Assurance vie
- Trouver une nouvelle assurance
- Vérifier mon assurance
- Transférer mon assurance vie
- Autres
Conseil entrepreneur
- Audit pré-cession (fiscal, social, civil)
- Evaluation
- Audit
- Reconstitution de carrière
- Liquidation des régimes de retraite
- Préparation post-cession (investissement, revenus, protection sociale)
À PROPOS :
Othello french financial advisory firm based in Paris
We are not clones of private bankers because we believe that they have problems related to the taboos surrounding conflicts of interest (lack of neutral diagnosis), as well as problems of compliance with the treatment of entry and management fees which remain very high.
An investment is only as good as its ability to achieve its objective.
Votre conseiller privé .
We are not clones of private bankers because we believe that they have problems related to the taboos surrounding conflicts of interest (lack of neutral diagnosis), as well as problems of compliance with the treatment of entry and management fees which remain very high.
An investment is only as good as its ability to achieve its objective.
Votre conseiller privé .
CLIENTS :
Artisans, commerçants et chefs d’entreprise,
Cadres et professions intellectuelles supérieures,
Employés.
Goulli Rafy
La Financière Othello
75008 Paris
Expérience :
18 ans
Qualités :
- Le sens de la confidentialité
- L’innovation
- La neutralité
Langues :
- Français
- Anglais
- Italien
- Espagnol
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