Financial Advisor in Chambéry
Asset management, investment, tax optimization, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
Our firm focuses on real estate asset strategies and we will be able to assist you with your management of your real estate assets.
Financial investment
Grow and spread your wealth with high-yield opportunities, including stocks, property funds, private market assets, and other options tailored to your financial objectives.
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 improve your fiscal performance while securing your wealth.
Insurance & financial protection
Safeguard your future and that of your loved ones with tailored strategies, including long-term insurance, capital preservation, 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 Chambéry?
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 Chambéry
Why hire a financial advisor in Chambéry?
The financial decisions you make today can have a long-term impact on your tax situation and wealth management. An expert financial consultant in Chambéry is here to help you refine your strategy and plan optimal approaches for your wealth.
With deep expertise in domestic tax regulations, especially for expatriates and foreign investors, a financial advisor provides tailored recommendations to maximize opportunities while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, plan for retirement, or optimize your estate, we support you at each stage.
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 professional and high-quality financial strategy can deliver meaningful financial benefits over time.
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 introductory session, we take the time to understand your priorities, tax situation, and asset allocation strategies. Whether it’s minimizing your tax burden, real estate investment, relocation abroad, or wealth management, this step lays the foundation for our advice.
After a thorough assessment, our advisor proposes tailored recommendations. We walk you through the alternatives, potential tax benefits, and important warnings to prevent financial missteps.
Once the strategy is defined, we support you in applying them, including administrative procedures, asset selection, and declaring your taxes efficiently.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to market changes, legal updates, 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.