Financial Advisor in Saint-Denis
Asset management, portfolio management, tax optimization, and estate planning – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We specialize in real estate investments and we will be able to assist you with your property portfolio oversight.
Financial investment
Expand and secure your assets with high-yield opportunities, including equities, real estate investment trusts, private market assets, and other strategies aligned with your investment goals.
Tax optimization and reduction
Reduce your tax burden with advantageous tax schemes such as Censi-Bouvard, PME investments, and other tailored solutions to optimize your taxation while preserving your assets.
Insurance & financial protection
Safeguard your future and that of your loved ones with personalized plans, including long-term insurance, financial protection, health coverage, and protection for your dependents, 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 Saint-Denis?
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 Saint-Denis
Why hire a financial advisor in Saint-Denis?
Your current financial choices can have a significant influence over time on your fiscal status and wealth management. A financial advisor in Saint-Denis can assist you make informed decisions and plan optimal approaches for your wealth.
With deep expertise in French taxation, especially for expatriates and foreign investors, a tax and wealth specialist offers personalized advice to maximize opportunities while avoiding tax pitfalls. 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?
We charge €700 per hour for consultations. At our firm, we provide straightforward, results-driven 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 is based on a clear, step-by-step methodology to ensure custom and efficient guidance:
During the introductory session, we carefully assess your financial goals, current taxation, and investment plans. Whether it’s minimizing your tax burden, property acquisition, international mobility, or wealth management, this step defines our strategic approach.
After analyzing your situation, our expert presents customized solutions. We detail each possibility, associated tax advantages, and necessary precautions to prevent financial missteps.
Once the strategy is defined, we support you in applying them, including paperwork, funding strategies, and declaring your taxes efficiently.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to financial trends, legal updates, or your personal financial evolution. 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.