Financial Advisor in Saint-Étienne
Wealth management, investment, tax optimization, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in property investments and we are equipped to support you in your management of your real estate assets.
Financial investment
Expand and secure your assets with high-performing investment options, including listed shares, SCPI, private equity, and other options tailored to your financial objectives.
Tax optimization and reduction
Lower your taxes with attractive fiscal arrangements such as the Censi-Bouvard law, PME investments, and other personalized strategies to optimize your taxation while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with tailored strategies, including estate protection, income security, medical insurance, and protection for your dependents, in collaboration with our reliable 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-Étienne?
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-Étienne
Why hire a financial advisor in Saint-Étienne?
The financial decisions you make today can have a lasting effect on your tax situation and wealth management. A Saint-Étienne-based wealth advisor helps you refine your strategy and anticipate the best strategies for your assets.
With in-depth understanding in French taxation, especially for non-residents and international clients, a tax and wealth specialist offers personalized advice to seize tax advantages while minimizing risks. Whether you want to reduce your tax burden, secure your future, or optimize your estate, we accompany you throughout the process.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At FTO, we deliver clear and actionable financial guidance. 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 first meeting, we get a full picture of your priorities, fiscal profile, and investment plans. Whether it’s fiscal planning, investing in real assets, international mobility, or asset structuring, this step defines our strategic approach.
After analyzing your situation, our expert presents customized solutions. We detail each possibility, any relevant fiscal incentives, and key safeguards to minimize risk.
Once recommendations are validated, we assist in the practical setup, including paperwork, funding strategies, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to financial trends, new regulations, or your changing objectives. 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.