Financial Advisor in Marseille
Asset management, investment, tax optimization, and life insurance – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We are specialized in real estate investments and we can help you with your real estate portfolio management.
Financial investment
Expand and secure your assets with high-performing investment options, including stocks, property funds, unlisted investments, and other strategies aligned with your investment goals.
Tax optimization and reduction
Reduce your tax burden with attractive fiscal arrangements such as Censi-Bouvard, PME investments, and other personalized strategies to enhance your tax efficiency while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with tailored strategies, including life insurance, financial protection, medical insurance, and family-focused safeguards, 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!
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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 Marseille?
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 Marseille
Why hire a financial advisor in Marseille?
The financial decisions you make today can have a lasting effect on your fiscal status and asset planning. A financial advisor in Marseille helps you optimize your choices and prepare effective asset management strategies.
With deep expertise in French taxation, especially for non-residents and international clients, a financial advisor offers personalized advice to seize tax advantages while minimizing risks. Whether you want to minimize taxes, secure your future, or build a solid wealth structure, we guide you through every step.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At FTO, we deliver precise, practical financial advice. 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 consultation with our financial experts is conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the introductory session, we take the time to understand your financial goals, current taxation, and investment plans. Whether it’s tax optimization, property acquisition, international mobility, or estate planning, this step defines our strategic approach.
After a detailed review, our expert proposes tailored recommendations. We walk you through the alternatives, associated tax advantages, and key safeguards to prevent financial missteps.
Once solutions are identified, we support you in applying them, including administrative procedures, funding strategies, and fiscal declarations.
Depending on your needs, we ensure long-term assistance to refine your financial plan according to financial trends, new regulations, 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.