Financial Advisor in Villeurbanne
Wealth management, investment, fiscal efficiency, and personal insurance solutions – 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 will be able to assist you with your management of your real estate assets.
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 attractive fiscal arrangements such as Censi-Bouvard incentives, PME investments, and other personalized strategies to optimize your taxation while protecting your capital.
Insurance & financial protection
Safeguard your future and that of your loved ones with personalized plans, including life insurance, financial protection, 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!
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 Villeurbanne?
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 Villeurbanne
Why hire a financial advisor in Villeurbanne?
Your current financial choices can have a lasting effect on your fiscal status and financial organization. An expert financial consultant in Villeurbanne can assist you make informed decisions and anticipate the best strategies for your assets.
With deep expertise in the French tax system, especially for non-residents and international clients, a tax and wealth specialist delivers custom guidance to maximize opportunities while minimizing risks. Whether you want to minimize taxes, secure your future, or optimize your estate, we guide you through every step.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we provide straightforward, results-driven guidance. A strong, well-designed wealth strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A consultation with our financial experts is conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the first meeting, we carefully assess your priorities, current taxation, and investment plans. Whether it’s fiscal planning, real estate investment, relocation abroad, or asset structuring, this step guides our overall strategy.
After a detailed review, our advisor presents customized solutions. We explain the available options, any relevant fiscal incentives, and necessary precautions to avoid costly mistakes.
Once recommendations are validated, we support you in applying them, including formalities, funding strategies, and fiscal declarations.
Depending on your needs, we offer continuous support to adjust your strategy according to economic shifts, 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.