Francis Financial, Inc. 39 Broadway, Manhattan, New York 10006

"Three years ago, was a vulnerable time for me. I was working my way through a divorce, and settling down in a new phase of my life. I was quite unfamiliar with anything from a financial perspective. Forced to learn how to handle taxes, an investment portfolio, and my retirement was an incredibly daunting task. I was recommended to Francis Financial for guidance. I’m so grateful to Stacy, Avani, and their team for their attention and recommendations they have provided over these past few years. I’ve always felt supported, cared for, and understood. From day one they’ve taken the time to learn my story, understand my concerns, answer my questions, and craft a customized portfolio tailored to my needs. It is important for me to know that they’re looking out for my best interests, even during times when I'm unable to spend the time or energy myself. I feel as though I can trust Francis Financial, and know that I’m safe, even when volatile times in the market pop up. It’s comforting to know I don’t need to be an expert myself. I strongly recommend this phenomenal team."

"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."

"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."

"Stacy is a professional and knowledgeable woman-lead financial advisor who I’ve worked with for over a decade. Ever since our first consultation, Stacy has fully vested in my needs, wants, and long-term plans, always protecting what I’ve built. Through her feedback and guidance, Stacy always takes a holistic approach to achieving my goals, and then together through valuable discussions, we determine how my finances fit in. Francis Financial has assisted in many aspects of my life, offering a wealth of resources to tie up loose ends. Thanks to the team, I have a professional and caring team around me to assist with my estate planning, insurance planning, and accounting needs. The team at Francis Financial is a valuable resource that has prepared me well for the future so I can confidently live today."

"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!"