We are happy to schedule a complimentary consultation with you. Please help us understand your situation and we will be in touch shortly.

second-opinion

We offer a complimentary 2nd Opinion for individuals who meet our minimum in investible assets of $1,000,000. This portfolio analysis helps you make informed decisions when it comes to your finances.

We will either confirm that you are on track to meet your financial goals, suggest ways in which we can help, or recommend another wealth management firm if we’re not a good fit for your needs.

Learn more about our 2nd Opinion Program >

Francis Financial
39 Broadway
Suite 1730
New York, NY 10006

Office: 212-374-9008
Fax: 646-219-6799

If you are interested in having a Francis Financial professional present to your organization
please send us a request >