Free vs. Paid Account
Francis Investment Counsel

Francis Investment Counsel

  • 0.0/5 (0 reviews)

  • Founded   2004
  • Group Sizes  Larger than 75
  • Customers Served  65K
  • 0.0/5 (0 reviews)

Francis Investment Counsel Media

About Francis Investment Counsel

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.

Value Proposition

Our Money Advisors develop personal relationships with each MoneyAdvice@Work® user, providing holistic education, specific advice, and ongoing coaching. Users have a go-to resource for any money concern. Best of all, because our Money Advisors have no financial products to sell or retail wealth management practices to support, MoneyAdvice@Work® users enjoy the comfort and safety of sales-free money help. Users improve their financial well-being with a friendly advocate on their side through each financial change or challenge.

Get More Info

Francis Investment Counsel Offerings

  • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Financial Coaching
    • Investment Advisors
    • Corporate Student Loan Programs

Francis Investment Counsel Reviews

Francis Investment Counsel Materials

  • lock

    Financial Wellness Starts Here.pdf

  • lock

    MoneyAdvice@Work Financial Wellness Services & Advantage.pdf

You must be a registered user of Shortlister to access this information . Click below to register and download these materials .

Francis Investment Counsel Clients

You must be a registered user of Shortlister to access this information . Click below to register and see this vendor’s clients .

Similar Companies

  • LearnLux


    • 5/5 (1 reviews)

    Wish you learned about Personal Finance + Benefits instead of parallelograms in school? So do your employees. LearnLux blends robust digital lessons + interactive tools with on-demand Financial Adviso...

    Get More Info

  • Your Money Line powered by Pete the Planner®

    Your Money Line powered by Pete the Planner®

    *Your Money Line is providing short-term, emergency programming to get your employees the personalized help they need during the COVID-19 crisis. Contact us today to get your team members access to u...

    Get More Info

  • Money Experience

    Money Experience

    Part of the family of companies founded by noted Boston tech entrepreneurs Jeet Singh and Joe Chung, Money Experience is an educational technology company addressing the need for personal finance educ...

    Get More Info