Professional Investment Advisor
in Woodbridge | Jon Franco - 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 Woodbridge, 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 Woodbridge.
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 represent a portion of a company’s equity, while bonds are a type of loan arrangement.
Municipal Bonds
Municipal bonds provide a way for states and cities to borrow money for daily expenses and to finance infrastructure projects.
Annuities
An annuity is an investment plan offered by insurance companies to help ensure you have income for life.
Options
Options allow an investor to enter into a contract to buy or sell an asset at a set price, with a defined time to exercise the right.
Mutual Funds
A mutual fund aggregates funds from many investors to invest in a broad range of financial instruments like stocks or bonds.
CDs
A certificate of deposit allows you to deposit a fixed amount for a predetermined time, earning interest at a set rate.