Financial Advisors
New York, NY
Francis Financial is a fee-only, fiduciary financial advisory firm specializing in helping women navigate major life transitions including divorce, loss of a spouse, retirement, and inheritance. Based in New York and serving clients nationwide, the firm provides comprehensive wealth management, customized financial planning, and investment strategies tailored to individual goals. Their team of Certified Financial Planners, Certified Divorce Financial Analysts, and Certified Estate Specialists offers personalized guidance with a low client-to-advisor ratio, ensuring attentive support through complex financial decisions.
Ideal for: Women navigating divorce, widows or those grieving loss, individuals planning retirement, inheritance recipients, couples managing major life milestones
Service area: New York, NY and nationwide
Specialized in Life Transitions: Francis Financial focuses exclusively on helping women through divorce, loss of spouse, retirement, and inheritance planning with tailored strategies for each situation.
Fee-Only Fiduciary Model: As a fee-only, fiduciary firm, they are legally obligated to act in clients' best interests without commission-based compensation, ensuring unbiased investment recommendations.
Experienced Team with Multiple Certifications: Advisors hold CFP, Certified Divorce Financial Analyst, Certified Estate and Trust Specialist, and Certified Private Wealth Advisor designations, providing comprehensive expertise.
Address: 39 Broadway Suite 1730, New York, NY 10006
Phone: (212) 374-9008
Website: francisfinancial.com
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