Financial Advisor in Nancy
Financial planning, portfolio management, tax planning, and estate planning – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We are specialized 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-yield opportunities, including equities, SCPI, private equity, and other strategies aligned with your investment goals.
Tax optimization and reduction
Lower your taxes with beneficial tax-efficient strategies such as the Censi-Bouvard law, PME investments, and other personalized strategies to enhance your tax efficiency while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including life insurance, capital preservation, medical insurance, and protection for your dependents, in collaboration with our carefully selected experts.
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 Nancy?
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 Nancy
Why hire a financial advisor in Nancy?
The financial decisions you make today can have a lasting effect on your tax situation and financial organization. A financial advisor in Nancy is here to help you refine your strategy and anticipate the best strategies for your assets.
With strong knowledge in French taxation, especially for expats and overseas investors, a tax and wealth specialist offers personalized advice to seize tax advantages while minimizing risks. Whether you want to lower your fiscal exposure, plan for retirement, or structure your assets, we guide you through every step.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At our firm, we offer straightforward, results-driven guidance. A professional and high-quality financial strategy can generate significant long-term savings.
How does a consultation with FTO work?
A consultation with our financial experts 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 objectives, tax situation, and asset allocation strategies. Whether it’s tax optimization, real estate investment, international mobility, or estate planning, this step guides our overall strategy.
After analyzing your situation, our expert shares strategic options. We walk you through the alternatives, associated tax advantages, and necessary precautions to prevent financial missteps.
Once solutions are identified, we guide you through their implementation, including administrative procedures, investment choices, and fiscal declarations.
Depending on your needs, we ensure long-term assistance to refine your financial plan according to economic shifts, legal updates, or your personal financial evolution. 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.