Financial Advisor in Mérignac
Financial planning, portfolio management, fiscal efficiency, and personal insurance solutions – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
Our firm focuses on property investments and we are equipped to support you in your management of your real estate assets.
Financial investment
Diversify and grow your capital with high-yield opportunities, including listed shares, SCPI, private equity, 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 customized approaches to optimize your taxation while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with tailored strategies, including life insurance, capital preservation, medical insurance, 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 Mérignac?
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 Mérignac
Why hire a financial advisor in Mérignac?
The choices you make regarding your finances today can have a significant influence over time on your fiscal status and wealth management. A financial advisor in Mérignac can assist you refine your strategy and prepare effective asset management strategies.
With in-depth understanding in domestic tax regulations, especially for non-residents and international clients, your advisor delivers custom guidance to maximize your financial potential while minimizing risks. Whether you want to minimize taxes, organize your retirement, or build a solid wealth structure, we support you at each stage.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At FTO, we deliver precise, practical financial advice. A professional and high-quality financial strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
Meeting with one of our financial advisors follows a structured approach to ensure tailored, high-impact assistance:
During the first meeting, we carefully assess your objectives, fiscal profile, and investment intentions. Whether it’s minimizing your tax burden, property acquisition, expatriation, or estate planning, this step defines our strategic approach.
After analyzing your situation, our advisor shares strategic options. We explain the available options, associated tax advantages, and key safeguards to avoid costly mistakes.
Once recommendations are validated, we assist in the practical setup, including administrative procedures, investment choices, and declaring your taxes efficiently.
Depending on your needs, we ensure long-term assistance to adjust your strategy according to economic shifts, tax reforms, or your changing objectives. 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.