Financial Advisor in Rouen
Financial planning, investment, tax planning, and personal insurance solutions – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We specialize in real estate investments and we can help you with your management of your real estate assets.
Financial investment
Diversify and grow your capital with high-performing investment options, including listed shares, property funds, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with attractive fiscal arrangements such as Censi-Bouvard incentives, PME investments, and other customized approaches to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including long-term insurance, income security, health coverage, and family-focused safeguards, 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!
Let’s start a conversation. Tell a bit yourself and send you inquiry to us. we’ll get back to you as soon as possible.
Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Rouen?
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 Rouen
Why hire a financial advisor in Rouen?
The financial decisions you make today can have a long-term impact on your fiscal status and asset planning. A financial advisor in Rouen is here to help you refine your strategy and prepare effective asset management strategies.
With deep expertise in the French tax system, especially for expats and overseas investors, a financial advisor delivers custom guidance to maximize opportunities 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?
Our consultation fee is €700 per hour. At French Tax Online, we deliver precise, practical financial advice. A professional and high-quality financial strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A session with our wealth management specialists is based on a clear, step-by-step methodology to ensure custom and efficient guidance:
During the introductory session, we carefully assess your financial goals, tax situation, and asset allocation strategies. Whether it’s minimizing your tax burden, real estate investment, relocation abroad, or wealth management, this step lays the foundation for our advice.
After a detailed review, our specialist proposes tailored recommendations. We walk you through the alternatives, associated tax advantages, and necessary precautions to prevent financial missteps.
Once recommendations are validated, we support you in applying them, including paperwork, asset selection, and tax filing optimization.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to financial trends, new regulations, or your changing objectives. 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.