Financial Advisor in La Rochelle
Financial planning, portfolio management, fiscal efficiency, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We specialize in property investments and we are equipped to support you in your property portfolio oversight.
Financial investment
Expand and secure your assets with high-performing investment options, including listed shares, SCPI, private market assets, and other strategies aligned with your investment goals.
Tax optimization and reduction
Optimize your taxation with attractive fiscal arrangements such as Censi-Bouvard, investments in small and medium enterprises, and other tailored solutions to improve your fiscal performance while securing your wealth.
Insurance & financial protection
Safeguard your future and that of your loved ones with tailored strategies, including long-term insurance, income security, health coverage, 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 La Rochelle?
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 La Rochelle
Why hire a financial advisor in La Rochelle?
Your current financial choices can have a long-term impact on your tax situation and financial organization. A La Rochelle-based wealth advisor helps you refine your strategy and plan optimal approaches for your wealth.
With deep expertise in domestic tax regulations, especially for expats and overseas investors, a financial advisor delivers custom guidance to seize tax advantages while minimizing risks. Whether you want to lower your fiscal exposure, plan for retirement, or optimize your estate, we support you at each stage.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At French Tax Online, we offer 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 is conducted in a strategic and organized manner to ensure personalized and effective support:
During the initial consultation, we carefully assess your priorities, tax situation, and asset allocation strategies. Whether it’s minimizing your tax burden, investing in real assets, international mobility, or asset structuring, this step guides our overall strategy.
After analyzing your situation, our expert presents customized solutions. We explain the available options, associated tax advantages, and key safeguards to prevent financial missteps.
Once recommendations are validated, we guide you through their implementation, including paperwork, asset selection, and fiscal declarations.
Depending on your needs, we offer continuous support to adjust your strategy according to market changes, tax reforms, or your life circumstances. 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.