Professional Investment Advisor
in Rumsonk | 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 Rumsonk 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 Rumsonk.
Our Contact Information
Our Chelsea Financial Services Corporate office is located in Staten Island | NY at 242 Main Street
MEET JON FRANCO
Serving Rumson, NJ: 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 offer a piece of the business; bonds offer a return for the money lent to the business.
Municipal Bonds
Municipal bonds, issued by local authorities like states and cities, help finance both day-to-day obligations and major construction projects.
Annuities
Designed by insurers, annuities offer a long-term income solution to protect against the risk of running out of money.
Options
Options offer the flexibility to purchase or sell an underlying asset at a specified price before the expiration date.
Mutual Funds
A mutual fund gathers money from different investors to buy a diversified portfolio of stocks, bonds, and other assets.
CDs
A certificate of deposit is a bank product that locks away a specific amount of money for a certain duration, earning fixed interest.