Financial Advisor in Metz
Financial planning, investment, tax planning, and estate planning – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We are specialized in real estate investments and we will be able to assist you with your real estate portfolio management.
Financial investment
Expand and secure your assets with high-performing investment options, including stocks, real estate investment trusts, private equity, and other solutions suited to your investor profile.
Tax optimization and reduction
Lower your taxes with advantageous tax schemes such as Censi-Bouvard incentives, SME-focused assets, and other personalized strategies to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including estate protection, capital preservation, medical insurance, and protection for your dependents, in collaboration with our trusted 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 Metz?
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 Metz
Why hire a financial advisor in Metz?
The financial decisions you make today can have a significant influence over time on your fiscal status and financial organization. A Metz-based wealth advisor helps you make informed decisions and anticipate the best strategies for your assets.
With strong knowledge in domestic tax regulations, especially for expatriates and foreign investors, your advisor offers personalized advice to maximize your financial potential while avoiding tax pitfalls. Whether you want to minimize taxes, secure your future, or structure your assets, we guide you through every step.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At our firm, we offer 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 personalized and effective support:
During the first meeting, we take the time to understand your objectives, tax situation, and investment intentions. Whether it’s fiscal planning, real estate investment, expatriation, or asset structuring, this step defines our strategic approach.
After a detailed review, our advisor presents customized solutions. We explain the available options, any relevant fiscal incentives, and key safeguards to avoid costly mistakes.
Once the strategy is defined, we support you in applying them, including paperwork, investment choices, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to adapt your approach according to market changes, legal updates, or your life circumstances. Our experts make sure your strategy stays relevant and effective.
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.