Financial Advisor in Courbevoie
Financial planning, investment, tax optimization, and estate planning – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
Our firm focuses on real estate investments and we can help you with your property portfolio oversight.
Financial investment
Grow and spread your wealth with high-yield opportunities, including stocks, property funds, private equity, 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, PME investments, and other customized approaches to optimize your taxation while securing your wealth.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including estate protection, 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 Courbevoie?
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 Courbevoie
Why hire a financial advisor in Courbevoie?
The financial decisions you make today can have a lasting effect on your tax situation and asset planning. An expert financial consultant in Courbevoie can assist you optimize your choices and prepare effective asset management strategies.
With strong knowledge in French taxation, especially for expats and overseas investors, a tax and wealth specialist provides tailored recommendations to seize tax advantages 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 our firm, we deliver straightforward, results-driven guidance. A sound and expertly crafted financial plan can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A session with our wealth management specialists is based on a clear, step-by-step methodology to ensure personalized and effective support:
During the introductory session, we get a full picture of your objectives, fiscal profile, and investment plans. Whether it’s minimizing your tax burden, real estate investment, international mobility, or wealth management, this step guides our overall strategy.
After analyzing your situation, our expert shares strategic options. We detail each possibility, potential tax benefits, and important warnings to prevent financial missteps.
Once solutions are identified, we guide you through their implementation, including administrative procedures, asset selection, and tax filing optimization.
Depending on your needs, we provide ongoing follow-up to adjust your strategy according to financial trends, new regulations, or your life circumstances. 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.