About
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Contact Information
| Phone | (212) 374-9008 |
|---|---|
| Address | 39 Broadway Ste 1730, New York, NY 10006, USA |
| Website | https://francisfinancial.com/ |
| Location | 40.7063160, -74.0132432 |
Opening Hours
| Monday: 9:00 AM – 6:00 PM |
| Tuesday: 9:00 AM – 6:00 PM |
| Wednesday: 9:00 AM – 6:00 PM |
| Thursday: 9:00 AM – 6:00 PM |
| Friday: 9:00 AM – 6:00 PM |
| Saturday: Closed |
| Sunday: Closed |
Categories / Tags
Reviews
I started working with Francis Financial toward the end of last year and it was because I was exiting the corporate world and I needed to organize my 401ks, savings, and various investment accounts. I had met Stacy Francis at a 5am fitness boot camp years ago, and it was her fierce demeanor in fitness that first put her on my radar. But after getting to know her and learning what a principled person she is, I felt comfortable hiring Francis Financial as my financial advisor.
They are a one-stop-shop - they manage my investments, they connected me to a resource to set-up a trust, find health insurance, set up an LLC, and they’ve. given me guidance on liability insurance, and have connections to resources for any financial need I have. They also work closely with my other professionals, like my accountant, so we all make sure my finances are smartly managed.
Anytime I need funds for whatever reason - like the new business I am starting - they find the best source from which to withdraw those funds.
The most important thing that I value is the TRUST that I have in them. They are transparent and have shown me that I can trust their judgement and I know they are managing my money with a balanced approach and my best interests in mind. I sleep better at night knowing that they are proactively managing my investments. I 1000% recommend Francis Financial if you need a financial advisor.
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.
I was in the middle of a divorce about a year and a half ago when I decided it was important to enlist the help of a financial advisor. My attorney at the time recommended Francis Financial to me. After three different consultations with three different firms, I confidently hired Natalie and her team. Their gentle, empathetic approach was apparent from our first meeting. They stepped beyond the numbers and looked at me as a person, with emotions, and goals They took the time to listen to my story, offer insights, and give me the support I needed during an emotional time. Despite my minimal knowledge of finances and the processes I had to go through, I never felt intimidated. Never once was I talked down to, but rather educated on complex topics in ways I understood-- allowing me to grow.
To this day, I've been amazed by their level of professionalism, expertise, and amazing communication. They have been with me every step of the way, with eyes on my future so I can prepare for my long-term best interest. I have already recommended Francis Financial to a couple of my friends and I will continue to do so
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!
Stacy and her team at Francis Financial are women-focused, and it’s empowering to work with a financial advisor that makes sure I get the experience I’m entitled to. I’ve worked with Stacy for about 17 years now – before I had a husband or kids – and I hired her after interviewing about 15 other financial planning companies. I’m an immigrant, so I needed help understanding U.S. tax structuring and how I could grow my portfolio to meet my goals. I loved Stacy’s pedigree and experience, but I also loved that she understood the pressures and issues I had to deal with as a woman executive. From the start, she was always keen for me to understand my finances, and she always delivered full transparency. That really helped me develop a trust in her.
Over the years her team has grown and everyone on her team delivers that consistent, client-focused service that I enjoy with Stacy. They have helped me build a comprehensive financial plan that covers my retirement, investments, and budgeting, helping me meet my long-term goals. My questions are always answered quickly, and the team works within my schedule to make sure matters are handled efficiently. I 100% recommend working with Francis Financial if you need an advisor to manage and help you understand your finances.