Francis Financial, Inc. - New York, New York

Michael V.

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.

Amy P.

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

Sue E.

The past year has been incredibly challenging as I navigate through a lengthy divorce. As I embark on a new chapter of my life, I needed someone to guide me through long-term financial planning, providing advice, guidance, and reassurance.

Whenever I reach out to Stacy, she's always there, taking the time to help me. I feel like I have an advocate who genuinely wants the best for me. This support has boosted my confidence and opened doors to opportunities I didn't know existed. For instance, when I needed to find a new place to live, I initially felt limited by what I could afford. After consulting with Stacy, she ran the numbers, looked at my long-term goals, and explained that I not only had enough to confidently buy a new home but could purchase the one I had been eyeing all along. This is just one of the many ways she has empowered me in the short time we've worked together.

Stacy's personality is magnetic. She is empathetic, supportive, and professional. She brings her team together and connects her clients with others in similar situations, creating a strong support network.

Finding Stacy has been the light I've been looking for. She has helped me see past my short-term limitations and focus on an exciting future. I strongly recommend Francis Financial to any woman seeking a fresh start with a financial partner you can trust.

Lisa A.

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 wasn’t 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 they’ve 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. They’ve 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 Stacy’s 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.

Ronda Z.

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 they’re 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 Valentine’s 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, it’s a seamless transition. With Francis Financial I know that my financial well-being is intact.

h T.

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!

Jennifer B.

Francis Financial is an expert at providing a comprehensive oversight of our investments and finances. My husband and I have been working with Stacy as a financial planner for over five years and during that time, her services have exceeded our expectations and reassured our financial goals. Her extensive knowledge can impressively translate difficult concepts into easily understood bits of knowledge.
From day one, communication has been excellent. Our quarterly meetings provide consistent updates about our portfolio and allow us to adjust to our ever-changing life, as well as make us feel more confident in our savings plan, even when the market takes a huge downturn. Last year when we moved from NYC to NC, Francis Financial was the tool we needed to transition seamlessly. They were mindful of the stresses our move would entail, the expenses that would arise, and the financial adjustments we would have to make. We never felt alone and were always supported.
As a woman, I appreciate a financial advisor that recognizes the challenges and concerns of women. When I lived in New York, Francis Financial always offered educational opportunities to meet up with other women, with the goal of empowering women in their finances. These Money Conversation Circles addressed topics that were relevant to me and my family. I will always appreciate the talk she hosted addressing how to raise financially confident children.
I am forever grateful to Stacy and her team for surrounding me in a network that cares about my well-being. She has time and time again amazed me with her skillset and I would highly recommend her to anyone looking for assistance in their wealth management.

erin S.

Francis Financial was recommended by my divorce attorney at a vulnerable time in my life. Having a women-led financial planner was important to me and Stacy helped me establish an immediate connection.

When I reached out, I had already been in the process of a lengthy divorce with no end in sight. I was looking for someone to assist me in my goals by making sound financial investment decisions while ensuring that funds were accessible and available when I needed them. Francis Financial not only delivered, but addressed my concerns, gave me clear options to consider, and provided valuable resources to address questions I had.

From day one, Stacy and her team were professional, understanding, and supportive of my needs. In the meetings they were easily accessible and demonstrated a real commitment to me, my family, and our changing lives.

Financial planning and investment management were intimidating topics, but after my experience with Francis Financial, I know I will always be in good hands and without worry through their guidance.