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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

Francis Investment Counsel is an expert adviser to the qualified plan marketplace. We provide independent, conflict-free investment consulting, fiduciary training, and financial wellness services to retirement plan sponsors and their participants. With no products to sell, or retail wealth management business to support, Francis Investment Counsel is uniquely positioned to connect plan sponsors and their employees to fiduciary advice they can trust.

Value Proposition

Our team of Money Advisors develops personal relationships with employees of all income levels, providing them financial advice within a sales-free environment. Combined with years of experience, original content, and flexible delivery, our MoneyAdvice@Work® service offering helps organizations take care of what matters most: their people.

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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

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    Financial Wellness Starts Here.pdf

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    MoneyAdvice@Work Financial Wellness Services & Advantage.pdf

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Francis Investment Counsel Clients

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