Financial Advisor in Saint-Nazaire
Wealth management, investment, tax optimization, and estate planning – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We specialize in real estate asset strategies and we can help you with your real estate portfolio management.
Financial investment
Diversify and grow your capital with top-tier investment solutions, including stocks, property funds, unlisted investments, and other strategies aligned with your investment goals.
Tax optimization and reduction
Lower your taxes with advantageous tax schemes such as the Censi-Bouvard law, PME investments, and other tailored solutions to enhance your tax efficiency while protecting your capital.
Insurance & financial protection
Safeguard your future and that of your loved ones with customized solutions, including life insurance, financial protection, health coverage, 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!
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 Saint-Nazaire?
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-Nazaire
Why hire a financial advisor in Saint-Nazaire?
The choices you make regarding your finances today can have a significant influence over time on your fiscal status and asset planning. A financial advisor in Saint-Nazaire is here to help you optimize your choices and prepare effective asset management strategies.
With deep expertise in French taxation, especially for non-residents and international clients, a tax and wealth specialist offers personalized advice to maximize opportunities while avoiding tax pitfalls. Whether you want to lower your fiscal exposure, plan for retirement, or build a solid wealth structure, we accompany you throughout the process.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At French Tax Online, we offer precise, practical financial advice. A sound and expertly crafted financial plan can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure tailored, high-impact assistance:
During the first meeting, we carefully assess your objectives, fiscal profile, and investment plans. Whether it’s minimizing your tax burden, real estate investment, relocation abroad, or estate planning, this step defines our strategic approach.
After a detailed review, our expert proposes tailored recommendations. We explain the available options, any relevant fiscal incentives, and important warnings to avoid costly mistakes.
Once the strategy is defined, we assist in the practical setup, including paperwork, investment choices, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to refine your financial plan according to market changes, 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.