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Francis LLC

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Francis LLC Products (2)

   
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Financial Education

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Financial Wellness

Product Description

Francis LLC provides comprehensive financial wellness services to employees around the country. Our unique business model ensures your hard-working employees can access expert advice about all of their money questions in a confidential and sales-free environment, protecting their retirement assets from conflicted advice and unnecessary fees. We help them manage... Show More

About this product

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Francis LLC provides comprehensive financial wellness services to employees around the country. Our unique business model ensures your hard-working employees can access expert advice about all of their money questions in a confidential and sales-free environment, protecting their retirement assets from conflicted advice and unnecessary fees. We help them manage their debt, make investment decisions, set up an estate plan, prepare to send kids to college, save for their first home, save for retirement, and much more. We offer on-site and virtual services, customized to fit the needs to your employees, transforming employee financial wellness and driving positive outcomes.

Min. Group Size

200 eligible

Lives Serviced

140,000

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

8 Specific Questions Specific Questions tooltip

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Product Features

✓

Financial health assessment

✓

Budget tool

✓

Cashflow tool

✓

Accredited financial coaches

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Product Features

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Not Provided.

Francis LLC Media

Francis LLC video/presentation/materials Play
Francis LLC video/presentation/materials Play
Francis LLC video/presentation/materials Play

Francis LLC Info

Founded:

2004

Funding Summary:

Not Provided

Location:

Milwaukee, Wisconsin

Links:

Employees:

27
Your employees want real help with their money from a real person. Francis LLC provides comprehensive financial wellness services to employees around the country. Our unique business model ensures your hard-working employees can access expert advice about all their money... Show More

About this vendor

×
Your employees want real help with their money from a real person. Francis LLC provides comprehensive financial wellness services to employees around the country. Our unique business model ensures your hard-working employees can access expert advice about all their money questions in a confidential and sales-free environment, protecting their retirement assets from conflicted advice and unnecessary fees. Whether they're figuring out how to manage their debt, make investment decisions, set up an estate plan, or save for retirement, their financial wellness and success is our top priority. We offer on-site and virtual services that transform employee financial wellness and drive positive organizational outcomes.

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