US Citizens in France

Investing as an American expats living in France comes with challenges

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France has always been a popular destination for American expats.

The weather in the south of France is amazing all year round with beautiful beaches. The history and rich culture makes it one of the top retirement spots for American expats. There are many challenges associated with investing as an American expat living in France.

This is why it is important to work with a cross-border financial advisor that understands your situation and is able to create a low-cost, tax efficient investment strategy tailored for your situation. You will be advised by an American Expat who can relate to you and what complexities investing in France is like for you.

Why Harrison Brook?

Navigating financial decisions as an American living in France can be daunting, especially when dealing with the complexities of cross-border finance. That’s where Harrison Brook USA comes in. As bilingual US expats based in France, we understand the unique challenges you face, and we’re here to help you every step of the way.

Our bilingual team provides personalized financial advice tailored to your specific situation. Whether you’re planning for retirement, investing for the future, or managing your assets across borders, we’re fluent in both English and French, ensuring clear communication and understanding.

Rest assured, Harrison Brook USA operates under the highest standards of professionalism and integrity, regulated in both Europe and the US through our SEC regulated network. Our commitment to excellence means you can trust us to guide you towards your financial goals with confidence.

But we don’t stop there. We believe in a holistic approach to financial planning, which is why we’ve built a network of professionals to assist you with every aspect of your financial life. From tax specialists to estate planners, we’ve got you covered.

How Can We Assist US Citizens in France

We have solutions for your retirement accounts (IRA, Roth IRA, 401K) as well as your taxable accounts. We can create low-cost investment portfolios that are US/UK compliant. We also partner with independent investment managers that can create bespoke portfolios for you.

Estate Planning

If you have a retirement account in the US or cash to invest and want to get a holistic financial advice, we can provide EU regulated advice as well as US regulated advice on all of your assets. We will create a financial plan that will take your specific situation into account.

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

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Testimonials

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "It's a nerve-wracking thing to entrust your life savings to a person and company you have never met before. Ryan made the process easy. It was calm, I felt in control and was able to asks and get answers to all the questions I had. I am now all set up with my International SIPP and couldn't be happier."

Harrison Brook has a 5 star independent service rating on Feefo

Want to find out more?

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One of our expert financial advisers will aim to get back to you within 12-24 hours.

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