1320 National Road,
Every one of our amazing team members starts and ends their day with this in mind and we stand ready to help with the simplest or your most complex financial needs.
Financial Advisor / VP - Investments
Director of Client Relations
Founder & Financial Advisor
Director of Marketing
Director of Operations
Client Services Specialist
Senior Wealth Consultant
At DeFranco Financial, we have created a culture and atmosphere that strives to make our clients feel welcome and comfortable. We believe strongly in being exceptionally competent, delivering phenomenal service, and promoting a welcoming environment and approachable team members.
There exists no substitute for knowledge and continuous research. However, all the knowledge in the world is useless if it cannot be communicated readily and easily to others. Our culture centers around helping you. Our team members are knowledgeable, but friendly. Our office is elegant, but welcoming. Our Advisors are professional, but approachable. What is most important however, is how the information we work so hard to continually obtain affects you, your life, and your family.