Francis Financial, Inc.

Three years ago, was a vulnerable time for me. I was working my way through a divorce, and settling down in a new phase of my life. I was quite unfamiliar with anything from a financial perspective. Forced to learn how to handle taxes, an investment portfolio, and my retirement was an incredibly daunting task. I was recommended to Francis Financial for guidance. Im so grateful to Stacy, Avani, and their team for their attention and recommendations they have provided over these past few years. Ive always felt supported, cared for, and understood. From day one theyve taken the time to learn my story, understand my concerns, answer my questions, and craft a customized portfolio tailored to my needs. It is important for me to know that theyre looking out for my best interests, even during times when I'm unable to spend the time or energy myself. I feel as though I can trust Francis Financial, and know that Im safe, even when volatile times in the market pop up. Its comforting to know I dont need to be an expert myself. I strongly recommend this phenomenal team.
Aug 20th, 2023

Five years ago, following the debilitating illness of one of my family members, I recognized we would need financial advice from an expert who could help us navigate this challenging time. I interviewed several financial planners, but it wasnt until I spoke to Stacy, Avani, and their team at Francis Financial that I could say that my family felt secure in our finances. From the first meeting, I never questioned their integrity, compassion, and genuine care for our well-being. When building our investment and retirement portfolio, Francis Financial tailored their advice to our personal needs and goals. They listened intently to our concerns, helped us to identify areas in which we needed their support, and offered resources when help has exceeded their abilities. Through the years theyve connected us to vetted insurance agents, attorneys, estate planners, a medical care manager, and a real estate agent all reputable and helpful. Our advising team members at Francis Financial are cutting edge researchers and analysts, skilled at negotiating uncertainties, rapid shifts, and the latest developments in both national and international markets. Theyve provided me with ongoing financial education opportunities through company emails and blogs, explaining topics that are focused on teaching specific financial planning skills. Every step of the way our Francis Financial team educates us about both the financially related life decisions we need to make, and the investments and modifications they are suggesting that we consider making to our portfolio to meet these needs. Even through Stacys nonprofit organization Savvy Ladies, Francis Financial helps to educate women on finances and advise women who could not otherwise afford financial planning services. And through Stacy's work with widows and her legal advocacy on their behalf, she is continuing her commitment to enhance women's ability to live with dignity throughout their lives. Francis Financial is flexible, inclusive, and especially skilled at turning difficult situations into life opportunities. They genuinely care about people, their clients, and their mission. Everyone I have worked with is highly professional, friendly, easy to reach, highly responsive, efficient, and clear in their communications. I am grateful for their services and their ability to ease my mind and build confidence about my financial future.
Jul 28th, 2023

As a female owning my own law practice specializing in Family and Matrimonial Law, I made an immediate connection with Stacey. We had initially started as professional acquaintances, but when my previous financial advisor passed away unexpectedly, there was no doubt that I needed to seek the services of Stacey and Francis Financial for my investment and retirement portfolio needs. Once we were empty nesters, my husband and I decided to pay more attention to our long-term financial plans. Though Im sure we started later than many of her other clients, she never once made us feel worried or behind. In the initial stages, we never felt judged, but were reassured by her positivity and knowledge. She gave us a detailed analysis of our assets and talked about our comprehensive plan while considering our risk never swaying from that. Throughout the years she has provided plenty of valuable resources, has made valuable recommendations, and has always encouraged us to be a part of the process. My husband and I trust Stacey, respect her advice, and appreciate all the work she has done in her charitable organization, Savvy Ladies. She represents a lot of who I am as a person and the values I hold align with the mission Savvy Ladies works towards. I strongly recommend Stacey and her wonderful team at Francis Financial.
Jun 18th, 2023

With my divorce and various health concerns over the past few years, life has been a challenge to say the least. Starting in 2016, I was thrust into a unique financial situation that required education, guidance, and advice. Knowing nothing about stocks, portfolios, and managing my finances, I was recommended to Francis Financial. From day one and over the past 7 years, Avani and her team have taken the time to learn about my values, concerns, and my financial goals to help me develop a comprehensive investment and retirement portfolio. Through our conversations theyre always updating and explaining complex topics like my pension, Capital Gains Tax, when and how to collect my Social Security, and Medicare. When I decided to retire at 62 and travel, Francis Financial helped me create a budget that satisfied my wishes within my means. They helped me consolidate my retirement accounts from the various non-profits I worked at and my NYC Deferred Compensation Fund, helped me put it all in my portfolio, and helped me manage my finances. Even now, with inflation forcing me to increase my budget, they always make sure I am secure in my finances. Francis Financial has taken an interest in me as a human being. When I was sick, they sent me care packages. When I celebrate Valentines Day, they send me a thoughtful gift to let me know they are thinking of me. Stacy has invited me on outings and whenever I go through an important time in my life, they are right there celebrating with me. Working with Francis Financial has welcomed me into a bonus family. I rely on them and know they can help me whenever I need it. Even when there are staff changes, its a seamless transition. With Francis Financial I know that my financial well-being is intact.
Jun 16th, 2023

My wife and I were impressed with Stacy after hearing one of her presentations at NYU several years ago. Since we didnt have an advisor at the time, we reached out to see what she could do for our wealth management and financial planning. After our first meeting, we felt confident in her abilities. From day one we appreciated her holistic approach to our finances and felt comforted by her knowledge and guidance. When my mom was sick, Stacy stepped in to help. She took a caring approach, reducing risk, and making sure my mom could weather the storms of the market while having enough money for the things she needed. This helped ease my anxiety about her finances and I am forever grateful that she was there for my family during that difficult time. With all the horror stories out there, it is immensely comforting to know that I dont have to worry. With a company like Francis Financial, I know Im in good hands with a bright future.
Jun 3rd, 2023