Francis Financial, Inc. - New York, New York

Michael Villani

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.

Amy Pepper

I was in the middle of a divorce about a year and a half ago when I decided it was important to enlist the help of a financial advisor. My attorney at the time recommended Francis Financial to me. After three different consultations with three different firms, I confidently hired Natalie and her team. Their gentle, empathetic approach was apparent from our first meeting. They stepped beyond the numbers and looked at me as a person, with emotions, and goals They took the time to listen to my story, offer insights, and give me the support I needed during an emotional time. Despite my minimal knowledge of finances and the processes I had to go through, I never felt intimidated. Never once was I talked down to, but rather educated on complex topics in ways I understood-- allowing me to grow.

To this day, I've been amazed by their level of professionalism, expertise, and amazing communication. They have been with me every step of the way, with eyes on my future so I can prepare for my long-term best interest. I have already recommended Francis Financial to a couple of my friends and I will continue to do so

Sue Eby

The past year has been incredibly challenging as I navigate through a lengthy divorce. As I embark on a new chapter of my life, I needed someone to guide me through long-term financial planning, providing advice, guidance, and reassurance.

Whenever I reach out to Stacy, she's always there, taking the time to help me. I feel like I have an advocate who genuinely wants the best for me. This support has boosted my confidence and opened doors to opportunities I didn't know existed. For instance, when I needed to find a new place to live, I initially felt limited by what I could afford. After consulting with Stacy, she ran the numbers, looked at my long-term goals, and explained that I not only had enough to confidently buy a new home but could purchase the one I had been eyeing all along. This is just one of the many ways she has empowered me in the short time we've worked together.

Stacy's personality is magnetic. She is empathetic, supportive, and professional. She brings her team together and connects her clients with others in similar situations, creating a strong support network.

Finding Stacy has been the light I've been looking for. She has helped me see past my short-term limitations and focus on an exciting future. I strongly recommend Francis Financial to any woman seeking a fresh start with a financial partner you can trust.

Lisa Awano

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.

erin silvers

Francis Financial was recommended by my divorce attorney at a vulnerable time in my life. Having a women-led financial planner was important to me and Stacy helped me establish an immediate connection.

When I reached out, I had already been in the process of a lengthy divorce with no end in sight. I was looking for someone to assist me in my goals by making sound financial investment decisions while ensuring that funds were accessible and available when I needed them. Francis Financial not only delivered, but addressed my concerns, gave me clear options to consider, and provided valuable resources to address questions I had.

From day one, Stacy and her team were professional, understanding, and supportive of my needs. In the meetings they were easily accessible and demonstrated a real commitment to me, my family, and our changing lives.

Financial planning and investment management were intimidating topics, but after my experience with Francis Financial, I know I will always be in good hands and without worry through their guidance.

h t

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!

Shawn Outler

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.

Jerry de St. Paer

We have been very well served by Francis Financial for five years. Initially impressed by their thorough onboarding process, we continue to be constantly amazed by the dedication of their team. We’ve had detailed discussions about our risk appetite, cash flow needs, retirement and estate plans, life objectives, liabilities, and other non-cash assets such as life insurance, restricted stock, and real estate.

Francis Financial crafted a personalized portfolio strategy based on our short and long-term goals, which we review every quarter. When appropriate, we’ve fine-tuned our strategy to meet the reality of the market and our ever-changing needs. They actively listen to us, anticipate our concerns, and make suggestions – always keeping our best interest in mind. When there are major investment market events, such as the current bank crisis, we receive reassuring reports describing how they might affect us, and if needed they always make themselves available to address our concerns.

I have an extensive background in asset and wealth management. As a former member of the board of directors of Alliance Bernstein, the former CFO of two NYSE listed insurance companies, director of a start-up annuity company, and director of the US subsidiaries for a global French reinsurance company – I can confidently say that we are in good hands, with a trustworthy advising team.

Francis Financial has delivered consistent results in this volatile market, meeting our needs, and exceeding our expectations. We aren’t just another client but have developed a special personal relationship. We have recommended Stacy as a financial advisor to friends and family, highlighting her strengths as a women-led firm, with a focus on a woman’s special needs in potential life transitions – such as the death of a spouse.

We interviewed several name brand firms before selecting Francis Financial and we are very pleased we made the right choice.