Based on 5 reviews
B.organic is an independent wealth management advisory firm based in Île-de-France that serves individuals, self-employed professionals, and business owners. The firm focuses on sustainable and responsible investment while offering guidance on savings, real estate, financing, and tax optimization. It provides solutions including Girardin Industriel, life insurance in Luxembourg, LiberTree, Protection 360°, and Enky sustainable furniture.
The firm operates as an insurance broker registered with ORIAS under the number 24 008 544 and is registered as a CIF. It is also a member of CNCEF Patrimoine and holds AMF certification as a conseiller en gestion de patrimoine. These credentials confirm its status as a regulated financial advisor operating across France.
Clients can access services through in-person meetings or video calls, with the firm operating nationwide rather than being restricted to a single local area. The founder, Menzo, emphasizes that the firm works with clients anywhere in France, removing geographic barriers for their wealth management needs.
The firm offers a range of specific products including Girardin Industriel, life insurance in Luxembourg, LiberTree, Protection 360°, and Enky sustainable furniture. These solutions are designed to align with both financial goals and sustainable investment principles.
The firm targets a specific audience including individuals, self-employed professionals, and business owners who seek sustainable investment strategies. Their approach combines scientific and financial expertise to guide clients toward solutions that are both financially sound and environmentally responsible.
The firm's approach is defined by a dual focus on financial solidity and genuine sustainable engagement, avoiding placements that might harm either the client's portfolio or the planet. Menzo states that a green investment that financially underperforms is not considered a true sustainable solution.
The firm offers a dedicated section for entrepreneurs who want to transform their business activity into personal wealth. This service specifically addresses the challenges faced by business owners in converting their professional assets into private wealth.
The firm provides a dedicated section for real estate investors, offering access to property hunters located in Paris and throughout France. This service helps clients become property owners or generate monthly rental income through strategic acquisitions.
The firm offers a dedicated section for retirement planning and family protection, focusing on preparing for a comfortable retirement and ensuring secure wealth transmission. This service aims to help clients protect their loved ones and plan for the future.
The firm offers a dedicated section for tax optimization, helping clients reduce their tax burden intelligently through careful analysis and strategic planning. This service allows clients to make informed decisions about their financial obligations.
The firm's website states that it operates as an independent cabinet, emphasizing its autonomy from larger financial institutions. This independence allows for a more personalized approach to wealth management and investment strategy.
The firm's founder, Menzo, brings a unique background combining engineering in environment, agronomy, and agroalimentaire with financial expertise. This dual culture allows the firm to analyze solutions from both scientific and financial perspectives.
The firm's website provides a direct contact email at contact@b-organic.fr and a business phone number at +33635320104. These channels allow clients to easily reach out for appointments or inquiries.
The official website of B.organic · Conseil en gestion de patrimoine & investissement durable is b-organic.fr.
On Trustburn, B.organic · Conseil en gestion de patrimoine & investissement durable has a rating of 3.6 out of 5 based on 5 reviews.
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B.organic se présente comme un cabinet indépendant pour particuliers et chefs d'entreprise. L'accent mis sur l'investissement durable et la performance semble bien dosé. L'offre de premier échange gratuit de trente minutes permet de tester la compatibilité sans engagement. Une solution à considérer pour ceux qui souhaitent orienter leur épargne vers l'environnement tout en restant pragmatiques.
L'accompagnement est disponible partout en France, en présentiel ou en visio. C'est exactement ce qui manquait.
Le concept de B.organic est séduisant. Allier ingénierie du vivant et finance durable, c'est une belle proposition. Cependant, en naviguant sur le site, j'ai trouvé les informations chiffrées un peu légères. On parle de réduction d'impôt et de solutions concrètes, mais sans voir les coûts associés ou les frais de gestion précis pour chaque pôle, comme l'immobilier ou la retraite. Pour quelqu'un qui veut comparer sérieusement, il manque des détails concrets sur ce qui est inclus dans le service. Le premier échange est promis, mais avant de s'engager, j'aurais aimé avoir plus de visibilité dès la première lecture.
En tant qu'indépendant, je cherchais un accompagnement qui comprenne mes contraintes spécifiques. La lecture du site de B.organic m'a convaincu de leurs capacités. Leur approche consiste à étudier chaque solution sous deux angles : la solidité financière et la réalité de l'engagement durable, au-delà des simples étiquettes. J'apprécie particulièrement l'idée que les solutions durables servent aussi l'intérêt patrimonial, et non l'inverse. Le premier échange offert de trente minutes semble être une opportunité intéressante pour évaluer si leurs leviers correspondent à mes objectifs. Le fait qu'ils soient habilités et immatriculés à l'ORIAS rassure sur le sérieux de l'entreprise. Bien que le site ne détaille pas tous les frais, la transparence sur les solutions comme la protection 360 ou l'immobilier semble être leur priorité. C'est une piste sérieuse à explorer pour qui veut investir dans le concret.
B.organic propose exactement ce que je cherchais : une gestion de patrimoine qui allie performance financière et investissement durable. Le cabinet indépendant offre une vision claire et concrète. Les solutions comme LiberTree ou l'assurance-vie luxembourgeoise sont présentées avec rigueur. C’est rafraîchant de voir un conseiller qui privilégie réellement l’impact environnemental sans sacrifier la rentabilité pour ses clients.
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B.organic is an independent wealth management advisory firm based in Île-de-France, serving individuals, self-employed professionals, and business owners. The firm offers guidance on savings, real estate, financing, and tax optimization, with a stated focus on sustainable and responsible investment. It provides solutions including Girardin Industriel, life insurance in Luxembourg, LiberTree, Protection 360°, and Enky sustainable furniture. The firm is registered as a CIF, is a member of CNCEF Patrimoine, and operates as an insurance broker registered with ORIAS.