Financial Advisor in Levallois-Perret
Asset management, investment, tax planning, and estate planning – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
Our firm focuses on real estate asset strategies and we are equipped to support you in your property portfolio oversight.
Financial investment
Diversify and grow your capital 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 attractive fiscal arrangements such as Censi-Bouvard incentives, investments in small and medium enterprises, and other tailored solutions to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with tailored strategies, including life insurance, financial protection, healthcare solutions, and protection for your dependents, 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 Levallois-Perret?
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 Levallois-Perret
Why hire a financial advisor in Levallois-Perret?
The choices you make regarding your finances today can have a significant influence over time on your fiscal status and financial organization. An expert financial consultant in Levallois-Perret is here to help you make informed decisions and anticipate the best strategies for your assets.
With strong knowledge in domestic tax regulations, especially for non-residents and international clients, a financial advisor offers personalized advice to maximize opportunities while minimizing risks. Whether you want to minimize taxes, plan for retirement, or build a solid wealth structure, we accompany you throughout the process.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we deliver precise, practical financial advice. A strong, well-designed wealth strategy can generate significant long-term savings.
How does a consultation with FTO work?
Meeting with one of our financial advisors follows a structured approach to ensure personalized and effective support:
During the first meeting, we get a full picture of your financial goals, current taxation, and asset allocation strategies. Whether it’s fiscal planning, investing in real assets, international mobility, or wealth management, this step defines our strategic approach.
After a detailed review, our specialist proposes tailored recommendations. We walk you through the alternatives, associated tax advantages, and necessary precautions to minimize risk.
Once recommendations are validated, we support you in applying them, including administrative procedures, asset selection, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to economic shifts, tax reforms, or your life circumstances. 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.