Financial Advisor in Issy-les-Moulineaux
Asset management, portfolio management, tax optimization, and estate planning – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in real estate asset strategies and we can help you with your real estate portfolio management.
Financial investment
Grow and spread your wealth with high-yield opportunities, including equities, real estate investment trusts, private equity, and other strategies aligned with your investment goals.
Tax optimization and reduction
Lower your taxes with advantageous tax schemes such as the Censi-Bouvard law, PME investments, and other personalized strategies to optimize your taxation while preserving your assets.
Insurance & financial protection
Protect your financial future and your family’s well-being with customized solutions, including life insurance, financial protection, health coverage, and family security, 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 Issy-les-Moulineaux?
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 Issy-les-Moulineaux
Why hire a financial advisor in Issy-les-Moulineaux?
The financial decisions you make today can have a long-term impact on your fiscal status and asset planning. A financial advisor in Issy-les-Moulineaux helps you make informed decisions and anticipate the best strategies for your assets.
With deep expertise in the French tax system, 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 minimize taxes, plan for retirement, or structure your assets, we accompany you throughout the process.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we offer clear and actionable financial guidance. A strong, well-designed wealth 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 conducted in a strategic and organized manner to ensure custom and efficient guidance:
During the initial consultation, we carefully assess your priorities, fiscal profile, and investment intentions. Whether it’s minimizing your tax burden, property acquisition, relocation abroad, or estate planning, this step defines our strategic approach.
After a detailed review, our specialist presents customized solutions. We detail each possibility, associated tax advantages, and important warnings to avoid costly mistakes.
Once the strategy is defined, we guide you through their implementation, including paperwork, asset selection, and tax filing optimization.
Depending on your needs, we offer continuous support to adjust your strategy according to financial trends, tax reforms, 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.