Businesses in Monroe

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... 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 f Read More

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 requirem... 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 Read More

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. Ev... 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. Read More