Francis Financial, Inc.

www.francisfinancial.com

Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. We also specialize in Divorce Financial Planning, where we analyze and forecast the short-term and long-term impacts of any given settlement, and offer unbiased recommendations to our clients. We work closely with Divorce Attorneys, mediators, coaches and other divorce professionals through this process.

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Francis Financial, Inc. is an award winning, Boutique Wealth Management and Financial Planning firm dedicated to providing successful individuals and families personalized financial guidance. Our fee-only approach promises objectivity in our recommendations and services to you, and provides fiduciary loyalty and financial peace of mind to our family of clients. Our firm specializes in servicing clients with approximately $2-3 Million and more in investible assets. We also specialize in Divorce Financial Planning, where we analyze and forecast the short-term and long-term impacts of any given settlement, and offer unbiased recommendations to our clients. We work closely with Divorce Attorneys, mediators, coaches and other divorce professionals through this process.

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Country

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State

New York

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City (Headquarters)

New York City

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Employees

11-50

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Founded

2002

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Estimated Revenue

$50,000,000 to $100,000,000

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Social

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Potential Decision Makers

  • Director of Marketing

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Director of Marketing

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relations and Marketing Manager

    Email ****** @****.com
    Phone (***) ****-****

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