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Gabriel SchaeferGS

Gabriel Schaefer

Wealth Management Advisor - Taxation

€250/day
Tours, FR
0-2 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Gabriel

As a Wealth Strategy Advisor, I guide both individuals and professionals in achieving their personal and professional projects.

My role is to implement tailor-made solutions, adapted to their needs and aspirations.

Specializing in borrower's insurance, do not hesitate to contact me to compare your borrower's insurance with others offering the same guarantees!

And you, have you already taken steps to achieve your goals? Would you like to review your current situation (professional or personal)?

My consultations are free of charge and without obligation!

Your interest? Discovering each other, discussing your projects, exploring my activity in a first meeting. Then discovering solutions to meet your goals and aspirations. Always while having a pleasant time.

I am committed to helping you increase your purchasing power!
  • French

    Native or bilingual

Can work on-site
Tours (up to 50km), Joué-lès-Tours (up to 50km), Romorantin (up to 50km), Auxerre (up to 50km), Orléans (up to 50km)

Experience

  • SCHAEFER COURTAGE
    Wealth Strategy Advisor
    BANKING AND INSURANCE
    May 2024 - Today (2 years and 1 month)
    Tours, France
    - Listening to you
    - Understanding your needs
    - Analyzing your situation (individual and/or entrepreneur)
    - Advising you (Investments/Insurance/Providence/Real Estate)

    Objectives: To help you increase your purchasing power and achieve your projects alongside you!
    Appointments: Free of charge and without obligation
    Real Estate Investment Investment Advice Investment Strategy Rental Investment Family Protection Financial Optimization Wealth Taxation Supplementary Pension Providence Mutual Insurance

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Certifications

  • IAS Level 1
    JurisCampus - CNCEF
    2024
  • ORIAS (n°24005538)
    ORIAS
    2024
    Financial Investments Insurance and Reinsurance Broker COA Real Estate Investment Providence Rental Investment Tax Optimization

Skill set

Categories