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.
View Top Employees from Francis Financial, Inc.| Website | http://www.francisfinancial.com |
| Revenue | $3 million |
| Employees | 21 (17 on RocketReach) |
| Founded | 2002 |
| Address | 39 Broadway Suite 1730, New York, New York 10006, US |
| Phone | (212) 374-9008 |
| Fax | (646) 219-6799 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 14 Million |
| Keywords | Francis Financial, Who Is The Beneficiary Of A Mec Policy, Certified Financial Planners In New York City |
| Competitors | CI RegentAtlantic Private Wealth, Cassaday & Company, Inc., Garden State Securities, PWL Capital Ottawa, RMB Capital |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Francis Financial, Inc. Questions
The Francis Financial, Inc. annual revenue was $3 million in 2024.
Avani Ramnani is the Managing Director of Francis Financial, Inc..
17 people are employed at Francis Financial, Inc..
Francis Financial, Inc. is based in New York, New York.
The NAICS codes for Francis Financial, Inc. are [52, 52393, 523, 5239].
The SIC codes for Francis Financial, Inc. are [628, 62].
Top Francis Financial, Inc. Employees
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Sunaina Mehra
Senior Director Of Marketing at Francis Financial, Inc.
New York, New York, United States23 -
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ViewNatalie Colley
Analyst at Francis Financial, Inc at Francis Financial, Inc.
New York, New York, United States12 -
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