JFD Patrimoine

🔒 Non public — interne, temporaire (à retirer) · annuaire_cabinets/carto_entites — non affiché publiquement

SIREN

534829874

SIRET (siège)

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Forme juridique

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Code APE

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Capital

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Création

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État administratif (INSEE)

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Date de radiation (INPI)

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Statut (INPI)

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Effectifs (INSEE)

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Catégorie

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Objet social

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Siège

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Téléphone

0190000390

Email

contact.jfdpatrimoine@magnacarta.fr

Site web

https://jfdpatrimoine.fr/

Réseaux sociaux

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Adresse (scrapée)

7 Rte des Premiers Français, St Paul 97460, La Réunion 97460 La Réunion

Chambre / association

La Compagnie des CGP

Catégories ORIAS

CIF, COA

N° ORIAS

12066527

Carte T

CPI97412019000039033

Agrément AMF

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Statut juridique

Radié

Expérience

ND

Effectifs (scrapé)

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Note avis

3,7

Nb avis

3

Description

JFD Patrimoine is committed to working with you at every key stage of your life to secure and enhance your wealth and protect your family. Cabinet JFD Patrimoine is there to advise you in the enhancement of your wealth and accompany you throughout your life to realize your projects After more than 20 years’ experience as a notary in Paris and La Réunion, Jean-François DANO created the wealth management firm JFD PATRIMOINE and set it up in one of La Réunion’s most dynamic cities: Saint-Paul. Our goal Helping you, whatever your situation, to realize your life projects through the creation, development and enhancement of your real estate and financial wealth. With 30 years’ experience, Jean-François DANO can help you manage your wealth with : A global vision of all your assets: a relationship based on transparency, trust, integrity and confidentiality Taking your projects and needs into account: JFD Patrimoine provides long-term or one-off support. Our proposals evolve in line with your situation and legal requirements The independence of the solutions we propose: our firm is independent of any bank or other financial organization. This means you can be sure of receiving objective advice on the best investment solution for you Respect for the legal framework: JFD Patrimoine scrupulously complies with financial, tax and legal legislation when proposing investment solutions, and keeps its proposals up to date in your best interests Our mission: to serve your life projects JFD Patrimoine works with notaries, chartered accountants, loan brokers and legal experts for the precise and specific needs that fall within the scope of the missions entrusted to us. The support to be put in place is defined after carrying out your asset audit and taking your objectives into account. JFD Patrimoine is a member of the Magnacarta network of wealth management advisors in France, ensuring that your case is handled with total security JFD Patrimoine is a member of the Magnacarta network, the leading group of wealth management advisors in France. In 2020, at the Sommet du Patrimoine et de la Performance, Magnacarta was awarded the Prix d’Or for the “best grouping of wealth management advisors”. With nearly €2 billion in assets under management, Magnacarta is the leading French group with over 70 locations throughout France and on La Réunion. JFD Patrimoine joins forces with Fidroit Harvest Group, a key partner for wealth management advisors, to help you make the right wealth decisions For over 25 years, Fidroit Harvest Group has been deciphering wealth information to help wealth management and financial professionals advise their clients. Wealth professionals use their analyses on a daily basis to provide accurate, up-to-date information. With JFD Patrimoine, you’ve found your wealth management orchestra conductor.

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