Financial Advisor in Saint-Pierre
Asset management, portfolio management, fiscal efficiency, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We specialize in real estate investments and we are equipped to support you in your real estate portfolio management.
Financial investment
Diversify and grow your capital with high-yield opportunities, including stocks, real estate investment trusts, private market assets, and other strategies aligned with your investment goals.
Tax optimization and reduction
Optimize your taxation with advantageous tax schemes such as Censi-Bouvard, PME investments, and other customized approaches to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Safeguard your future and that of your loved ones with tailored strategies, including estate protection, income security, health coverage, and family-focused safeguards, 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-Pierre?
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-Pierre
Why hire a financial advisor in Saint-Pierre?
The choices you make regarding your finances today can have a lasting effect on your fiscal status and financial organization. A financial advisor in Saint-Pierre is here to help you refine your strategy and anticipate the best strategies for your assets.
With deep expertise in the French tax system, especially for non-residents and international clients, your advisor provides tailored recommendations to maximize opportunities while minimizing risks. Whether you want to reduce your tax burden, plan for retirement, or optimize your estate, 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 offer straightforward, results-driven guidance. 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 personalized and effective support:
During the introductory session, we get a full picture of your priorities, fiscal profile, and investment intentions. Whether it’s tax optimization, real estate investment, expatriation, or wealth management, this step defines our strategic approach.
After a thorough assessment, our specialist proposes tailored recommendations. We walk you through the alternatives, potential tax benefits, and important warnings to prevent financial missteps.
Once the strategy is defined, we assist in the practical setup, including administrative procedures, asset selection, and fiscal declarations.
Depending on your needs, we offer continuous support to refine your financial plan according to financial trends, legal updates, or your changing objectives. Our experts make sure your strategy stays relevant and effective.
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.