Company Information

Get to know Cabinet LIBERTY PATRIMOINE

Founded on the principle of providing independent and personalized advice, Cabinet LIBERTY PATRIMOINE is a wealth management firm dedicated to assisting clients in creating, developing, and transmitting their assets. The firm offers a comprehensive range of services including financial investments (life insurance, retirement plans, SCPIs), real estate investment advice, retirement planning, personal protection insurance, and tax optimization strategies. They emphasize a client-centric approach, building long-term relationships to provide tailored solutions that align with each individual's financial goals and risk tolerance.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cabinet LIBERTY PATRIMOINE

France

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.