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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

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.

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Francis Investment Counsel Offerings

  • H&P POINT SOLUTIONS
  • 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

  • lock

    MoneyAdvice@Work Financial Wellness Services & Advantage.pdf

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Francis Investment Counsel Clients

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