Financial Advisor in Annecy
Asset management, portfolio management, tax planning, 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 investments and we can help you with your management of your real estate assets.
Financial investment
Grow and spread your wealth with high-yield opportunities, including listed shares, SCPI, unlisted investments, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with attractive fiscal arrangements such as Censi-Bouvard, SME-focused assets, and other tailored solutions to enhance your tax efficiency while securing your wealth.
Insurance & financial protection
Safeguard your future and that of your loved ones with customized solutions, including life insurance, income security, healthcare solutions, and family-focused safeguards, 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.
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 Annecy?
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 Annecy
Why hire a financial advisor in Annecy?
The choices you make regarding your finances today can have a lasting effect on your tax liability and wealth management. An expert financial consultant in Annecy is here to help you refine your strategy and plan optimal approaches for your wealth.
With deep expertise in domestic tax regulations, especially for non-residents and international clients, your 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 guide you through every step.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At our firm, we offer clear and actionable financial guidance. A strong, well-designed wealth strategy can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A consultation with our financial experts follows a structured approach to ensure custom and efficient guidance:
During the initial consultation, we get a full picture of your priorities, current taxation, and asset allocation strategies. Whether it’s fiscal planning, real estate investment, international mobility, or wealth management, this step lays the foundation for our advice.
After a detailed review, our expert shares strategic options. We walk you through the alternatives, any relevant fiscal incentives, and necessary precautions to prevent financial missteps.
Once the strategy is defined, we guide you through their implementation, including formalities, investment choices, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to refine your financial plan 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.