Financial Advisor in Neuilly-sur-Seine
Wealth management, capital growth strategies, tax optimization, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
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-performing investment options, including equities, SCPI, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Reduce your tax burden with beneficial tax-efficient strategies such as Censi-Bouvard, SME-focused assets, and other personalized strategies to enhance your tax efficiency while protecting your capital.
Insurance & financial protection
Safeguard your future and that of your loved ones with customized solutions, including long-term insurance, financial protection, health coverage, and family security, 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.
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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 Neuilly-sur-Seine?
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 Neuilly-sur-Seine
Why hire a financial advisor in Neuilly-sur-Seine?
The choices you make regarding your finances today can have a long-term impact on your fiscal status and asset planning. A Neuilly-sur-Seine-based wealth advisor can assist you refine your strategy and prepare effective asset management strategies.
With in-depth understanding in the French tax system, especially for expats and overseas investors, a financial advisor offers personalized advice to maximize opportunities while avoiding tax pitfalls. Whether you want to lower your fiscal exposure, organize your retirement, or optimize your estate, we support you at each stage.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At our firm, we provide precise, practical financial advice. A sound and expertly crafted financial plan can generate significant long-term savings.
How does a consultation with FTO work?
Meeting with one of our financial advisors is based on a clear, step-by-step methodology to ensure custom and efficient guidance:
During the introductory session, we take the time to understand your financial goals, tax situation, and investment intentions. Whether it’s fiscal planning, investing in real assets, expatriation, or estate planning, this step lays the foundation for our advice.
After a detailed review, our specialist presents customized solutions. We detail each possibility, potential tax benefits, and important warnings to avoid costly mistakes.
Once the strategy is defined, we assist in the practical setup, including paperwork, asset selection, and declaring your taxes efficiently.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to economic shifts, tax reforms, or your changing objectives. 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.