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Average ratingGreat
4.0/ 5

Based on 8 reviews

538%
425%
338%
20%
10%
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Questions about Dlcm finances

Generated with AI from 8 reviews, listing data and website checks · updated 6 days ago

What does Dlcm finances sell or provide?

The website says DLCM Finances provides wealth management and investment services. These include wealth assessment, asset allocation, complementary income, retirement preparation, and succession diagnosis. Asset allocation covers life insurance, capitalization contracts, and retirement savings plans. The firm also collaborates with a network of notaries, lawyers, and accountants.

What are the phone number and address of Dlcm finances?

The website lists the phone number 05 55 79 82 85 and the email address admgestion@dlcm-finances.fr. The Limoges office is at 6 Place Lazare Carnot, 87000 Limoges, and the Paris office is at 50 Boulevard Haussmann, 75009 Paris. The company has an official account on LinkedIn.

What do happy Dlcm finances customers mention most?

5 of the 8 reviews on Trustburn are positive. Reviewers report team expertise and service most often. These reviews date from June 2023 to August 2023. The newest review is from August 2023, about 3 years ago.

How do I contact Dlcm finances to start?

The website says customers can contact the firm via phone, email, or a contact form.

How do reviewers rate support at Dlcm finances?

4 reviews comment on support: 4 positive, 0 negative or mixed. Reviewers report a responsive and knowledgeable team helped achieve financial goals. They also note a professional team helped achieve goals in a timely manner and provided necessary information for informed financial decisions.

AI-generated from reviews on this page. Verify anything important with the company directly.

Alicia Vazquez
Reviews 1

Dlcm Finances has been a reliable financial partner for me. Their expertise and personalized approach have helped me tremendously in managing my finances. I appreciate their efforts and highly recommend their services to others looking for financial assistance. Keep up the good work!

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About Dlcm finances

Gestion de patrimoine et investissements