SG Conseil et Patrimoine
Build your future together
SG Conseil et Patrimoine is an independent firm in wealth management, an insurance brokerage and real estate brokerage firm as well as a real estate agency.
SG Conseil et Patrimoine was created on Salon de Provence and installed since 2011 in the city of Miramas. It radiates throughout the Bouches du Rhône territory and the surrounding departments.
The company is managed by Stéphan GARCIN, holder of a State Diploma in Asset Management, who has been practicing in this field for more than 10 years.
Your firm specializes in several areas of expertise:
- Wealth management: placement, transfer, succession, donation, tax optimization, wealth management consulting, retirement planning, ...
- Insurance Broker: Provident, Life Insurance, Savings, Retirement Savings, Mutual Health, Real Estate Loan Insurance, Non-Occupant Homeowners Insurance, ...
- Real Estate Broker: looking for a home loan for individuals or SCI in connection with a purchase of his principal residence, his second home, a rental investment, an investment in shares of SCPI (paper stone), ...
- Real estate: marketing of new programs in off-plan sales (VEFA) or in PSLA (home ownership) of houses or apartments, support in the purchase or sale of real estate, rental of a property real estate, property management for rental properties (rental management with or without insurance unpaid rent)
Our independence, compared to our partners, allows us to accompany you with a true role of advice and in full freedom of choice, having no objective to hold vis-à-vis our partners, to bring you our expertise in the different areas indicated above according to your own criteria, your patrimonial, family and financial situation.
Our team is at your disposal for your projects or for any information by phone, email or visiting our offices at 8, Rue Colbert 13140 MIRAMAS.