Financial Advisor in Cergy
Wealth management, capital growth strategies, tax optimization, and personal insurance solutions – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We specialize in property investments and we can help you with your real estate portfolio management.
Financial investment
Expand and secure your assets with top-tier investment solutions, including stocks, SCPI, unlisted investments, and other options tailored to your financial objectives.
Tax optimization and reduction
Reduce your tax burden with advantageous tax schemes such as Censi-Bouvard, investments in small and medium enterprises, and other tailored solutions to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Safeguard your future and that of your loved ones with tailored strategies, including long-term insurance, financial protection, 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!
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 Cergy?
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 Cergy
Why hire a financial advisor in Cergy?
The choices you make regarding your finances today can have a long-term impact on your tax situation and wealth management. A Cergy-based wealth advisor helps you refine your strategy and prepare effective asset management strategies.
With deep expertise in domestic tax regulations, especially for non-residents and international clients, a financial advisor delivers custom guidance to maximize opportunities while staying clear of costly mistakes. 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 French Tax Online, we provide straightforward, results-driven guidance. A sound and expertly crafted financial plan can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure tailored, high-impact assistance:
During the first meeting, we carefully assess your objectives, tax situation, and asset allocation strategies. Whether it’s minimizing your tax burden, real estate investment, expatriation, or asset structuring, this step lays the foundation for our advice.
After a detailed review, our specialist shares strategic options. We explain the available options, any relevant fiscal incentives, and key safeguards to minimize risk.
Once the strategy is defined, we assist in the practical setup, including formalities, funding strategies, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to adjust your strategy according to economic shifts, tax reforms, or your changing objectives. 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.