1320 National Road,
Based on your values and needs, we take time to listen to what is of most importance and of greatest concern to you or your organization. We take great pride in explaining not only WHAT we believe, but WHY we believe it.
We work together with our clients, to craft financial and investment strategies that take into account the dynamics of the world around us. We utilize extensive markets and economic research to help us formulate our recommendations.
We know what we do and why we do it. DeFranco Financial specializes in providing wealth advisory and investment services for individuals, businesses and institutions centered around their specific goals. Put simply, We Help People.
Identify Your GoalsAs these goals change, we’ll strategically adjust our approach according to the current environment to help you navigate and stay on course to continue to progress in the direction of your goals.
Determine Your Optimal Risk ToleranceThrough conversation and relationship building we determine the amount of risk needed for you to achieve your goals but also rest well at night.
Follow a Timeline That’s Right For YouAfter outlining your goals, we will design a strategy that aligns your investments with your unique timeline.
Your investment strategy and ensuring your investment strategy is aligned with your specific goals.
Your savings habits so you continuously make disciplined decisions that help you build your assets in the most efficient manner possible.
Potential income streams and how to develop optimal strategies for building and claiming your earned Social Security and Pension incomes.
Founder & Financial Advisor
Financial Advisor / VP - Investments
Director of Operations
Director of Client Relations
Client Services Specialist
Director of Marketing
Senior Wealth Consultant
"Wealth is not his that has it, but his that enjoys it."
Franklin D. Roosevelt
"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort."
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