Francis Investment Counsel

Francis Investment Counsel

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Full Reviews Breakdown

Francis Investment Counsel Media

Francis Investment Counsel Info & Features

Forget lengthy questionnaires, elaborate calculators, or impersonal call centers. Your employees want real help with their money from a real person. That’s MoneyAdvice@Work®, brought to life by Francis Investment Counsel. MoneyAdvice@Work® empowers your employees with sales-free financial education and personalized advice, exclusively delivered by our team of expert Money Advisors. No financial product sales, no solicitation – just real financial help from a real person.

STAND-ALONE OR PART OF A GREATER WHOLE. MoneyAdvice@Work® implements holistic financial wellness strategies as a stand-alone offering or as a component of an existing wellness benefit. Our strategies encompass focused curriculum on a variety financial planning topics. This group education – held on-site and/or delivered remotely – is enhanced with ongoing, one-on-one, financial coaching and advice. Our approach ensures not only awareness of financial needs, but also personalized, holistic help within the safety of a sales-free environment.

Employees
Not Provided
Lives Serviced
65,000
Funding
Not Provided
Minimum Group Size
75 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Responsive Design
Third-party integrations
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
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Francis Investment Counsel Info & Reviews

Reviews pending

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Flexibility

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