Afp Courtage
Independent wealth-planning advice on tax, retirement, insurance and succession for households in Aude and Toulouse
Highlights
- New on EvolcAdded 2026-11-10
About Afp Courtage
AFP Courtage is a wealth-management advisory practice in Carcassonne, run by adviser Patrice PY. Services include financial diagnostics, tax and asset optimisation, retirement and prévoyance (protection) planning, family-law structuring and succession and transmission planning.
Clients are private individuals and families in Carcassonne, Narbonne, Toulouse, Castelnaudary and the Aude department. The adviser works with clients' notaries, lawyers and chartered accountants, and uses E DIXIT wealth-management software from Éditions Francis Lefebvre for client studies.
The company was founded in 2021 and is registered as a French SAS. Its adviser has worked in insurance and wealth management since 1992. Its office is in Carcassonne.
Product: Personal wealth-management advisory: financial diagnostics, tax and asset optimisation, retirement, insurance and succession planning.
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