Financial Advisor in Rueil-Malmaison
Financial planning, portfolio management, tax planning, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in property investments and we can help you with your management of your real estate assets.
Financial investment
Expand and secure your assets with top-tier investment solutions, including stocks, SCPI, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard, PME investments, and other customized approaches to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Protect your financial future and your family’s well-being with customized solutions, including estate protection, capital preservation, healthcare solutions, and family-focused safeguards, 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!
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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 Rueil-Malmaison?
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 Rueil-Malmaison
Why hire a financial advisor in Rueil-Malmaison?
The choices you make regarding your finances today can have a significant influence over time on your tax situation and asset planning. A financial advisor in Rueil-Malmaison is here to help you make informed decisions and plan optimal approaches for your wealth.
With in-depth understanding in domestic tax regulations, especially for expatriates and foreign investors, a tax and wealth specialist provides tailored recommendations to maximize opportunities while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, organize your retirement, 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 deliver clear and actionable financial guidance. A professional and high-quality financial strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
Meeting with one of our financial advisors follows a structured approach to ensure tailored, high-impact assistance:
During the introductory session, we carefully assess your priorities, tax situation, and investment plans. Whether it’s fiscal planning, investing in real assets, expatriation, or wealth management, this step lays the foundation for our advice.
After a thorough assessment, our advisor shares strategic options. We detail each possibility, any relevant fiscal incentives, and key safeguards to prevent financial missteps.
Once solutions are identified, we assist in the practical setup, including formalities, funding strategies, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to adjust your strategy according to economic shifts, new regulations, or your personal financial evolution. Our experts ensure that your decisions remain aligned with your financial objectives.
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.