Francis Financial

Reviews (3)

• Financial advisor recommendations?

  January 2019

  I can not recommend Stacy Francis at francis Financial enough. We started working with her almost two years ago and I have never felt so in control and fully supported in our goals for saving. Stacy and her team did a free initial consult and made many recommendations regarding insurance, college savings and estate planning, to name a few. They manage all of our accounts, including our work 401K/403B and have helped us with a plan to work with our kids on teaching savings. Stacy’s story is amazing and inspiring. She worked in PR/marketing for years and learned of her grandmother’s death at the hands of her abusive grandfather. Stacy felt determined that women learn more about how to support themselves financially so that they don’t have to stay in an unsafe situation just because of money. She also founded a non-profit organization called Savvy Ladies which helps educate women on financial strategies. Again, I highly recommend her.

• 2018 Review

  July 2018

  I highly, highly recommend Francis Financial. Stacy Francis did a career change from PR to financial planner when her grandmother, who was unable to leave her abusive grandfather, died. Her story is incredibly touching and she focuses on empowering women to understand the process so that they won’t have to suffer a similar fate. We started with this company about a year ago and I have never felt so supported and well-managed and well-covered in all aspects of saving as I do know. I really can’t say enough about them. Everyone I have come in contact with at the office is warm and supportive and their follow up on questions is thorough and very timely. They also hold several free education opportunities for clients to learn more about the best ways to save for the future.

• [ANONYMOUS] ISO financial planner for women/Advice

  January 2018

  I highly recommend Stacy Francis of Francis Financial. She worked in PR and then decided to learn financial planning after watching her grandmother suffer violence at the hands of her grandfather and she couldn’t leave due to finances. She’s passionate about women and financial security. I have no financial interest in this recommendation. Just a happy customer.