List Of All financial planner Leads in Bordeaux
A current list of financial planner in Bordeaux: 20 businesses, each with contact information and a rating where one's on record. Ratings run as high as 5.0★ (held by Aquilogia Patrimoine), with an average of roughly 4.8★ across all listings. Updated 8/30/2026 — scroll down to compare the full list and follow through to whichever business suits your needs.
20 results · last updated 8/30/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Aquilogia Patrimoine101 Rue Fondaudège, 33000 Bordeaux, France | +****78••••1 | co****••••**.frRegister to View | 5.0(238 reviews) | Investment service | |
| Ethik Conseil & Patrimoine - Gestion de Patrimoine Bordeaux12 Av. du Général Leclerc, 33200 Bordeaux, France | +**6***••••6 | co****••••**.frRegister to View | 5.0(126 reviews) | Financial Advisor | |
| BIRDS FINANCE - Courtier en Crédit Professionnel - Conseil en Financement Entreprise7 Rue Fénelon, 33000 Bordeaux, France | +******••••0 | bo****••••*.comRegister to View | 5.0(119 reviews) | Credit Counselling Service | |
| Catherine Marchal - Conseillère en gestion de patrimoinecalendly.com | +**76**••••6 | — | 5.0(71 reviews) | Investment service | |
| Garonne Patrimoine - Gestion de Patrimoine Bordeaux5 Rue Fénelon, 33000 Bordeaux, France | +**6868••••6 | co****••••*.comRegister to View | 5.0(66 reviews) | Financial Advisor | |
| ASTORIA FINANCE10 Rue Esprit des Lois, 33000 Bordeaux, France | +***6**••••1 | co****••••*.comRegister to View | 5.0(23 reviews) | Investment service | |
| Vitalépargne Bordeaux18 Rue Saint-Rémi, 33000 Bordeaux, France | +****6*••••2 | — | 5.0(22 reviews) | Financial Advisor | |
| Hartis Conseil - Gestion de patrimoine21 Rue Esprit des Lois, 33000 Bordeaux, France | +**687*••••2 | ma****••••**.frRegister to View | 5.0(16 reviews) | Investment service | |
| Smile Money - Conseil en Gestion de Patrimoine Bordeaux13 Rue du Cancera, 33000 Bordeaux, France | +**6*7*••••2 | — | 5.0(14 reviews) | Investment service | |
| in fine finance Bordeauxinfine-finance.fr | +**6**9••••7 | co****••••**.frRegister to View | 5.0(12 reviews) | Investment service | |
| AD Patrimoine41 Av. Vercingétorix, 33000 Bordeaux, France | +****69••••0 | co****••••**.frRegister to View | 4.9(176 reviews) | Financial Advisor | |
| Finance Invest - Gestion de Patrimoine32 Cr Xavier Arnozan, 33000 Bordeaux, France | +****7*••••7 | in**••••**.frRegister to View | 4.9(146 reviews) | Financial Advisor | |
| CF Gestion Privée - Gestion de Patrimoine Bordeaux68 Quai de Paludate, 33088 Bordeaux, France | +****77••••0 | — | 4.9(78 reviews) | Financial Advisor | |
| Alter Finances cabinet de gestion de patrimoine depuis 198336 Bd Antoine Gautier, 33000 Bordeaux, France | +****6*••••8 | co****••••*.comRegister to View | 4.9(46 reviews) | Investment service | |
| THÉRIA FINANCE30 Pl. Pey Berland, 33000 Bordeaux, France | +****68••••0 | co****••••**.frRegister to View | 4.9(39 reviews) | Investment service | |
| Axesscible - Gestion de patrimoine à Bordeaux4.8(72) | — | — | 4.8(72 reviews) | — | |
| Conseil en investissement Reduction-Impots.fr - Conseil en gestion de patrimoine à Bordeaux5 All. de Tourny, 33000 Bordeaux, France | +****68••••4 | — | 4.8(37 reviews) | Investment service | |
| Tailored Finance France5 Rue Fénelon, 33000 Bordeaux, France | +**66**••••6 | re****••••**.frRegister to View | 4.8(17 reviews) | Financial Advisor | |
| Bordeaux Investissement Conseil52 All. de Tourny, 33000 Bordeaux, France | +****77••••6 | co****••••*.comRegister to View | 3.0(2 reviews) | Investment service | |
| Hodas Finance33800 Bordeaux, France | +**6679••••0 | co****••••*.comRegister to View | — | Investment service |