Makayla Williams Email

Marketing Associate . Francis Financial

Current Roles

Employees:
25
Revenue:
$3.7M
About
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.
Francis Financial Address
39 Broadway
New York, NY
United States
Francis Financial Email

Past Companies

Francis Financial, Inc.Marketing Associate
TAPIFHigh School English Teacher
Au pairAu Pair

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