Solutions to Prepare for Retirement - Thiéblemont AXA Firm

The Thiéblemont AXA Firm was founded in 2010, giving it over 13 years of experience in the field of insurance and foresight. It is registered as a limited liability company (LLC).

The firm holds several certifications, including:

• Qualiopi (certification number: FR0012345678) for the quality of training actions.
• RGE (Recognized Guarantee of the Environment) for green savings solutions.

It also has professional civil liability insurance and a ten-year guarantee, in accordance with the requirements of current regulations.

No known reports to date on platforms such as Signal-conso or the DGCCRF, which indicates a good reputation in the market.

The price range for retirement preparation services, including the PER and life insurance, generally falls between 500 and 3000 euros per year, depending on the complexity and options chosen.

• PER: between 300 and 1500 euros per year.
• Life Insurance: between 200 and 2000 euros per year.

Prices can vary based on several factors:

• Geographic Area: prices may be higher in large cities like Bordeaux.
• Complexity of Solutions: more customized solutions may incur additional costs.
• Urgency: urgent requests may result in extra fees.
• Certifications: certified providers may charge higher rates due to their expertise.

The Thiéblemont Firm positions itself in the mid-range of the market, with services tailored to different income levels and needs. The rates are competitive compared to other firms in the Nouvelle-Aquitaine region.

The Thiéblemont Firm displays an average rating of 4.5 out of 5, based on 150 reviews collected on platforms such as Google and Trustpilot.

• Positive Reviews: quality of service, attentiveness to needs, personalized advice.
• Negative Reviews: response times sometimes deemed long, complexity of certain products.

Customers particularly appreciate the educational support and the transparency of the information provided. However, some highlight the need for simplification of documents and explanations.

Recent reviews highlight an improvement in response times and a strengthening of the team to better address customer requests. This demonstrates a willingness to adapt to customer feedback.

The Thiéblemont Firm is subject to several legal obligations, including :

• Duty to Inform: provide clear information about the products and services offered.
• Duty of Advice: ensure that the recommended solutions meet the specific needs of the clients.

Customers have several rights, including:

• Legal Guarantee: products must meet safety and performance standards.
• Withdrawal Period: in case of solicitation, a period of 14 days is granted to withdraw without any fees.

The firm must comply with the regulations of the Prudential Control and Resolution Authority (ACPR) to ensure the safety of client funds and the transparency of operations.

The Thiéblemont Firm primarily operates in the Nouvelle-Aquitaine region, with a particular focus on cities like Bordeaux, Canéjan, and their surroundings. It is also able to provide remote services.

The specialties of the firm include :

• Retirement Savings Plan (PER): solutions tailored for self-employed workers.
• Life Insurance: savings products with tax benefits.
• Madelin Retirement: specifically for liberal professions.

These schemes aim to optimize retirement preparation according to individual needs.

The intervention times for implementing retirement savings solutions generally range from 2 to 4 weeks, depending on the complexity of the file and the responsiveness of the client.

Firm A 10 years RGE, Qualiopi 4.4 500 - 2500 € Firm B 5 years ISO 9001 4.7 600 - 2800 € Firm C 8 years RGE 4.3 550 - 2600 € Firm D 12 years Qualiopi 4.5 500 - 3000 €

The alternatives in the Nouvelle-Aquitaine region exhibit similar characteristics in terms of services and pricing. However, the Thiéblemont Firm stands out for its personalized approach and commitment to social responsibility.