Comprehensive Wealth Management
in New York City | 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 New York City.
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 New York City | New York.
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
Stocks give investors a slice of a company’s value, while bonds are agreements to repay borrowed money.
Municipal Bonds
These bonds are issued by local and state governments to fund everyday needs and capital projects, including highways and educational facilities.
Annuities
Insurance companies issue annuities as long-term investments, helping to safeguard against the danger of depleting your income.
Options
Options give the right to buy or sell a specific asset at a certain price, valid until a designated date.
Mutual Funds
A mutual fund is a pooled investment product that channels money from multiple investors into stocks, bonds, and similar securities.
CDs
A certificate of deposit involves depositing a fixed amount in a bank for a specific period to receive fixed interest.