Comprehensive Investment Advisor
in Chatham | J Franco Wealth Management
Wealth Management | Investments
Responsive, Timely Advice
Responsive to market conditions with timely advice and guidance to help build your wealth and security. Serving Chatham and NJ State.
In-Person Or Virtual Appointments
Appointments in the New York Metro area can be in-person or virtual, either at your office, home or at our office in Staten Island, NYC.
Experienced Professional
Over 20 years of experience in Financial Services, specializing in Wealth Management | Wealth Building & Retirement Planning. Owner/President Franco Advisory Services. Serving Chatham, NJ
Our Contact Information
Our Chelsea Financial Services Corporate office is located in Staten Island | NY at 242 Main Street
MEET JON FRANCO
Expert Advisor. Amazing Neighbor.
Jon is not only well-versed and ultra-experienced in Wealth Building & Investment Strategies, Jon is also very connected to his community.
INVESTMENT ADVISOR & SENIOR PRINCIPAL
With over 20 years of experience in Financial Services, Jon is an experienced Business Owner with a demonstrated history of excellence in the financial services industry. Skilled in Portfolio Management, Wealth Management, Wealth Building, Financial Planning, Securities, Asset Management, and Retirement Planning. Jon Franco graduated from Baruch College, City University of New York (CUNY).
Our PRIMARY financial services:
Stocks & Bonds
Owning stocks means holding part of a company's worth; owning bonds means holding its debt.
Municipal Bonds
Municipal bonds are debt securities that state and local governments use to finance daily operations as well as capital investments like roads.
Annuities
An annuity is a financial product from an insurance company that ensures a continuous income stream for the long term.
Options
Through options contracts, an investor has the right to buy or sell the underlying security at a predetermined price until a certain date.
Mutual Funds
Investors can put their money into a mutual fund, which then invests the pooled money in various securities like stocks and bonds.
CDs
A CD is a savings instrument where a sum of money is placed for a set term, with interest earned at a constant rate.