Financial Advisor in Montreuil
Wealth management, investment, fiscal efficiency, and estate planning – 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 can help 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 equity, and other options tailored to your financial objectives.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard, investments in small and medium enterprises, and other tailored solutions to optimize your taxation while preserving your assets.
Insurance & financial protection
Protect your financial future and your family’s well-being with customized solutions, including life insurance, financial protection, healthcare solutions, 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 Montreuil?
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 Montreuil
Why hire a financial advisor in Montreuil?
The choices you make regarding your finances today can have a long-term impact on your tax situation and asset planning. A financial advisor in Montreuil is here to help you refine your strategy and plan optimal approaches for your wealth.
With strong knowledge in French taxation, especially for expats and overseas investors, your advisor offers personalized advice to seize tax advantages while staying clear of costly mistakes. Whether you want to minimize taxes, secure your future, or structure your assets, we guide you through every step.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we deliver precise, practical financial advice. 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 conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the initial consultation, we take the time to understand your financial goals, current taxation, and asset allocation strategies. Whether it’s minimizing your tax burden, investing in real assets, expatriation, or estate planning, this step lays the foundation for our advice.
After analyzing your situation, our specialist shares strategic options. We walk you through the alternatives, any relevant fiscal incentives, and important warnings to prevent financial missteps.
Once solutions are identified, we guide you through their implementation, including paperwork, funding strategies, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to adapt your approach according to market changes, new regulations, 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.