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Servizi Finanziari Personalizzati

Offriamo consulenze strategiche per la gestione del patrimonio e la pianificazione finanziaria.

Pianificazione Pensionistica

Servizi per garantire una pensione sicura e pianificata secondo le tue esigenze e obiettivi.

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
Protezione del Capitale

Strategie per proteggere il tuo capitale e garantirne la valorizzazione nel tempo.

Cogli le opportunità sui mercati.

Valorizzazione del tuo Patrimonio
A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
A person holding a smartphone displaying a financial app with a graph and balance information. The phone has a black case, and the interface shows details such as investment totals and changes. The background consists of a wooden table.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
Bright living room with modern inventory
Bright living room with modern inventory
Bright living room with modern inventory
Bright living room with modern inventory
Il Futuro dei Figli
Gestione Finanziaria di un Investimento Immobiliare

Progetta la trasmissione del tuo patrimonio e progetta una rendita futura fin da subito.

Pianificazione strategica delle entrate e delle spese associate all'immobile.

Il mio Team e i suoi vantaggi

A vostra disposizione per ogni esigenza

A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
Ottimizzazione Fiscale e Assicurativa

Ti aiutiamo a ridurre il carico fiscale e proteggere il tuo patrimonio con soluzioni su misura.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
Analisi Portafogli Esistenti

Valutiamo i tuoi investimenti attuali per migliorare rendimenti e diversificazione.

Two individuals in business attire are standing near glass doors with the phrase 'Invest Europe' etched on them. One person is holding a smartphone.
Two individuals in business attire are standing near glass doors with the phrase 'Invest Europe' etched on them. One person is holding a smartphone.
A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
Assistenza Telefonica

Supporto dedicato, sempre a portata di mano per ogni tua esigenza.

Invito Eventi Informativi e Culturali

Partecipazione a momenti esclusivi per aggiornarti e vivere esperienze uniche.

Prenota la tuo consulenza gratuita

Scopri le soluzioni su misura per i tuoi obbiettivi

Contattami

Luca è un professionista serio e affidabile. Ha saputo guidarmi nella pianificazione del mio futuro finanziario con grande attenzione alle mie esigenze personali.

Enrico B.

People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.

★★★★★

Servizi

Soluzioni finanziarie personalizzate e strategiche per patrimonio.

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Le informazioni contenute nel presente sito internet sono curate dal consulente di riferimento, come Consulente Finanziario abilitato all'offerta fuori sede per FinecoBank S.p.A., e soggetto autorizzato e vigilato da Consob. Queste informazioni non costituiscono in alcun modo raccomandazioni personalizzate rispetto alle caratteristiche del singolo lettore e potrebbero non essere adeguate rispetto alle sue conoscenze, alle sue esperienze, alla sua situazione finanziaria ed ai suoi obiettivi di investimento. Le informazioni contenute nel presente sito internet sono da intendersi a scopo puramente informativo. FinecoBank S.p.A. non si assume alcuna responsabilità in merito alla correttezza, alla completezza e alla veridicità delle informazioni fornite.

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