Financial Advisor in Évry-Courcouronnes

Asset management, investment, tax planning, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.

Our financial expertise

Wealth management

Our firm focuses on real estate asset strategies and we are equipped to support you in your real estate portfolio management.

Financial investment

Expand and secure your assets with high-performing investment options, including stocks, property funds, private market assets, and other solutions suited to your investor profile.

Tax optimization and reduction

Reduce your tax burden with advantageous tax schemes such as Censi-Bouvard incentives, investments in small and medium enterprises, and other tailored solutions to optimize your taxation while securing your wealth.

Insurance & financial protection

Protect your financial future and your family’s well-being with tailored strategies, including long-term insurance, financial protection, medical insurance, and protection for your dependents, 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.

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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 Évry-Courcouronnes?

    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.

    Gihaine

    Gihaine

    Office Manager – Tax representative

    Géraud

    Géraud

    Chartered Accountant

    Joanne

    Joanne

    Office manager – Tax returns

    Alexandre

    Alexandre

    Sales Director

    FAQ: Financial advisor in Évry-Courcouronnes

    Why hire a financial advisor in Évry-Courcouronnes?

    The financial decisions you make today can have a long-term impact on your fiscal status and financial organization. A financial advisor in Évry-Courcouronnes helps you optimize your choices and plan optimal approaches for your wealth.

    With deep expertise in the French tax system, especially for expatriates and foreign investors, a financial advisor provides tailored recommendations to maximize your financial potential while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, secure your future, or build a solid wealth structure, we accompany you throughout the process.

    What is the cost of wealth management advice?

    Our consultation fee is €700 per hour. At French Tax Online, we deliver clear and actionable financial guidance. A professional and high-quality financial strategy can deliver meaningful financial benefits over time.

    How does a consultation with FTO work?

    Meeting with one of our financial advisors follows a structured approach to ensure personalized and effective support:

    During the introductory session, we get a full picture of your financial goals, tax situation, and investment intentions. Whether it’s fiscal planning, real estate investment, international mobility, or estate planning, this step guides our overall strategy.

    After a detailed review, our expert proposes tailored recommendations. We walk you through the alternatives, any relevant fiscal incentives, and key safeguards to avoid costly mistakes.

    Once solutions are identified, we support you in applying them, including administrative procedures, funding strategies, and declaring your taxes efficiently.

    Depending on your needs, we provide ongoing follow-up to adapt your approach according to market changes, 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.