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Francis Financial, Inc.
Klarheit, Sorgfalt und eine zuversichtliche Finanzplanung mit Francis Financial, Inc.
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Business
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Klarheit, Sorgfalt und eine zuversichtliche Finanzplanung mit Francis Financial, Inc.
Francis Financial, Inc., mit Sitz in 39 Broadway Suite 1730, New York, NY 10006, USA, bietet umfassende Finanzplanung und Vermögensverwaltung. Kunden schätzen Professionalität, reaktionsschnelle Kommunikation und maßgeschneiderte Beratung – von der Ruhestandsplanung über Budgetierung bis hin zur laufenden Portfolioüberwachung. Ein weiblich geführtes Team, zu dem Stacy gehört, bietet Bildung und stetige Unterstützung bei Lebensveränderungen.
Keine Fotos verfügbar
Umfassende Bewertung und Strategieentwicklung für Ruhestand, Budgetierung und Lebensziele, angepasst an die individuellen Bedürfnisse.
Aufsicht und Verwaltung von Anlageportfolios mit regelmäßigen Updates und Anpassungen basierend auf Marktbedingungen.
Beratung zu Sparstrategien und finanzieller Absicherung im Ruhestand, um langfristige Stabilität zu gewährleisten.
Ganzheitliches Finanzmanagement, einschließlich Vermögensallokation, Risikobewertung und der Angleichung finanzieller Ziele.
Ressourcen wie Money Conversation Circles, um Kunden, insbesondere Frauen, mit finanziellem Wissen und Selbstvertrauen zu stärken.
Gesamtbewertung
Michael Villani
About a year ago, my wife and I decided that we needed a financial planner to help manage our money wisely. That's when our attorney highly recommended Francis Financial to us. Even though we've only been working with them for a year, their professionalism, responsiveness, and excellent communication have really stood out to us. They took the time to understand our needs and put together a financial plan, which we implemented. Their guidance has been valuable, and we're both very pleased with the level of service we've received.
Gilda Camuto
When I first approached Stacy and Francis Financial, I needed clearly articulated answers to questions I had about my unique financial situation. My immediate impression of Stacy was that she was organized, personable, hands on, and genuinely interested in me and my concerns. Stacy, a woman-led financial planner, has respectfully considered my concerns and priorities. Never once has she talked down to me, but patiently articulates complex topics in a way I can understand. The time she has taken to educate has allowed me to be fully engaged in the planning process. The more knowledge I gain, the more secure I am in asking questions, and the more confident I feel about my financial future. I’m so grateful for the peace of mind Francis Financial has brought to my life and would recommend them to anyone who wants to organize their finances and their financial future.
Jennifer Bienstock
Francis Financial is an expert at providing a comprehensive oversight of our investments and finances. My husband and I have been working with Stacy as a financial planner for over five years and during that time, her services have exceeded our expectations and reassured our financial goals. Her extensive knowledge can impressively translate difficult concepts into easily understood bits of knowledge. From day one, communication has been excellent. Our quarterly meetings provide consistent updates about our portfolio and allow us to adjust to our ever-changing life, as well as make us feel more confident in our savings plan, even when the market takes a huge downturn. Last year when we moved from NYC to NC, Francis Financial was the tool we needed to transition seamlessly. They were mindful of the stresses our move would entail, the expenses that would arise, and the financial adjustments we would have to make. We never felt alone and were always supported. As a woman, I appreciate a financial advisor that recognizes the challenges and concerns of women. When I lived in New York, Francis Financial always offered educational opportunities to meet up with other women, with the goal of empowering women in their finances. These Money Conversation Circles addressed topics that were relevant to me and my family. I will always appreciate the talk she hosted addressing how to raise financially confident children. I am forever grateful to Stacy and her team for surrounding me in a network that cares about my well-being. She has time and time again amazed me with her skillset and I would highly recommend her to anyone looking for assistance in their wealth management.
erin silvers
Francis Financial was recommended by my divorce attorney at a vulnerable time in my life. Having a women-led financial planner was important to me and Stacy helped me establish an immediate connection. When I reached out, I had already been in the process of a lengthy divorce with no end in sight. I was looking for someone to assist me in my goals by making sound financial investment decisions while ensuring that funds were accessible and available when I needed them. Francis Financial not only delivered, but addressed my concerns, gave me clear options to consider, and provided valuable resources to address questions I had. From day one, Stacy and her team were professional, understanding, and supportive of my needs. In the meetings they were easily accessible and demonstrated a real commitment to me, my family, and our changing lives. Financial planning and investment management were intimidating topics, but after my experience with Francis Financial, I know I will always be in good hands and without worry through their guidance.
h t
The Francis Financial team has been invaluable to me. I started working with them because I was interested in making a career change and I needed to know what my financial requirements and options were. Not only was I concerned about retirement savings, but I had some health concerns so in general, I wanted to know I would be financially set for the future. I have worked with Francis Financial for over 15 years now, and they have provided comprehensive management of my portfolio. Retirement planning, investment management, help with budgeting – they have been integral with all of that. What a relief it has been to have them overseeing the things that I know need to be done, but don't have the time, knowledge or interest to do myself. The entire team is reliable, accommodating, personable and always there for me. I think of them as extended family which I am extremely grateful for. Even though the firm has grown a lot over the years, Stacy is still always available whenever I need her, as is everyone on the team I've had experience with. They have supported me through many transitions in my life, providing me with options, resources, confidence and motivation. I would recommend engaging with Francis Financial for your financial planning IN A HEARTBEAT!
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