Professional Investment Advisor
in Menlo Park | 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 Menlo Park, NJ.
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 Menlo Park
Our Contact Information
Our Chelsea Financial Services Corporate office is located in Staten Island | NY at 242 Main Street
MEET JON FRANCO
For Menlo Park Residents: 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
With stocks, you hold a part of the company’s ownership; with bonds, you hold the right to be repaid.
Municipal Bonds
Government entities, including cities and states, issue municipal bonds to raise funds for operations and capital projects like schools.
Annuities
Annuities are long-term contracts that insurance companies provide, ensuring income for extended periods.
Options
An option is a right, not an obligation, to buy or sell an underlying asset at a given price within a specified period.
Mutual Funds
By investing in a mutual fund, money from various investors is combined to purchase stocks, bonds, and other securities.
CDs
A CD holds funds in a bank account for a set term, accruing interest at a fixed rate throughout the period.