Financial Advisor in Mulhouse

Wealth management, investment, fiscal efficiency, and estate planning – Our know-how ensures optimal taxation and smarter financial outcomes.

Our financial expertise

Wealth management

We are specialized in property investments and we will be able to assist you with your real estate portfolio management.

Financial investment

Grow and spread your wealth with high-performing investment options, including stocks, property funds, private market assets, and other strategies aligned with your investment goals.

Tax optimization and reduction

Optimize your taxation with beneficial tax-efficient strategies such as the Censi-Bouvard law, SME-focused assets, and other customized approaches to improve your fiscal performance while protecting your capital.

Insurance & financial protection

Secure tomorrow for you and your family with personalized plans, including long-term 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.

Stay tuned.

We will publish and launch useful videos.

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 Mulhouse?

    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.

    Gihaine

    Gihaine

    Office Manager – Tax representative

    Géraud

    Géraud

    Chartered Accountant

    Joanne

    Joanne

    Office manager – Tax returns

    Alexandre

    Alexandre

    Sales Director

    FAQ: Financial advisor in Mulhouse

    Why hire a financial advisor in Mulhouse?

    The financial decisions you make today can have a lasting effect on your tax situation and asset planning. An expert financial consultant in Mulhouse can assist you make informed decisions and prepare effective asset management strategies.

    With in-depth understanding in the French tax system, especially for non-residents and international clients, a financial advisor offers personalized advice to maximize opportunities while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, organize your retirement, or build a solid wealth structure, we accompany you throughout the process.

    What is the cost of wealth management advice?

    The hourly consultation rate is €700. At French Tax Online, we provide clear and actionable financial guidance. A sound and expertly crafted financial plan can generate significant long-term savings.

    How does a consultation with FTO work?

    A session with our wealth management specialists follows a structured approach to ensure personalized and effective support:

    During the initial consultation, we carefully assess your priorities, fiscal profile, and asset allocation strategies. Whether it’s minimizing your tax burden, real estate investment, relocation abroad, or estate planning, this step defines our strategic approach.

    After analyzing your situation, our advisor presents customized solutions. We walk you through the alternatives, any relevant fiscal incentives, and necessary precautions to prevent financial missteps.

    Once recommendations are validated, we assist in the practical setup, including formalities, investment choices, and tax filing optimization.

    Depending on your needs, we ensure long-term assistance to adjust your strategy according to financial trends, new regulations, or your personal financial evolution. 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.