Financial Advisor in Clermont-Ferrand
Wealth management, portfolio management, fiscal efficiency, and personal insurance solutions – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in real estate asset strategies and we will be able to assist you with your property portfolio oversight.
Financial investment
Diversify and grow your capital with high-yield opportunities, including stocks, real estate investment trusts, private equity, and other strategies aligned with your investment goals.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as the Censi-Bouvard law, PME investments, and other customized approaches to enhance your tax efficiency while securing your wealth.
Insurance & financial protection
Protect your financial future and your family’s well-being with customized solutions, including life insurance, financial protection, medical insurance, and protection for your dependents, in collaboration with our reliable partners.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
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Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Clermont-Ferrand?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Clermont-Ferrand
Why hire a financial advisor in Clermont-Ferrand?
The choices you make regarding your finances today can have a lasting effect on your tax situation and asset planning. An expert financial consultant in Clermont-Ferrand can assist you make informed decisions and anticipate the best strategies for your assets.
With deep expertise in French taxation, especially for non-residents and international clients, your advisor provides tailored recommendations to maximize opportunities while minimizing risks. Whether you want to lower your fiscal exposure, organize your retirement, or build a solid wealth structure, we support you at each stage.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At our firm, we deliver precise, practical financial advice. A strong, well-designed wealth strategy can generate significant long-term savings.
How does a consultation with FTO work?
A session with our wealth management specialists is conducted in a strategic and organized manner to ensure custom and efficient guidance:
During the initial consultation, we take the time to understand your priorities, fiscal profile, and asset allocation strategies. Whether it’s minimizing your tax burden, property acquisition, international mobility, or asset structuring, this step lays the foundation for our advice.
After a detailed review, our specialist shares strategic options. We detail each possibility, potential tax benefits, and important warnings to avoid costly mistakes.
Once solutions are identified, we support you in applying them, including administrative procedures, funding strategies, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to refine your financial plan according to financial trends, legal updates, or your changing objectives. Our experts help you stay on course to meet your goals.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.