Care & Compassion
Based on your values and needs, we take time to listen to what is of most importance and of greatest concern to you or your organization. We take great pride in explaining not only WHAT we believe, but WHY we believe it.
Modern Tools & Research
We work together with our clients, to craft financial and investment strategies that take into account the dynamics of the world around us. We utilize extensive markets and economic research to help us formulate our recommendations.
Clear Vision & Direction
We know what we do and why we do it. DeFranco Financial specializes in providing wealth advisory and investment services for individuals, businesses and institutions centered around their specific goals. Put simply, We Help People.
Special Announcement: DeFranco Financial Founder Dustin DeFranco Named to Barron's Top 1500 Financial Top Advisors List.
DeFranco is the only advisor in the Ohio Valley and one of only 10 in West Virginia recognized on the list.
* Barron's Top 1,500 Financial Advisors is awarded annually by Barron's based on data provided by participating advisors and firms. The ranking is based on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component of the ranking. More than 7,000 advisors were considered, and 1,500 advisors were selected. The ranking is not indicative of future investment performance and may not be representative of any one client's experience. No fee is paid to be considered for the ranking.
Reviewing
Your investment strategy aiming to ensure your investment strategy is aligned with your specific goals.
strengthening
Your savings habits so you continuously make disciplined decisions that help you build your assets in the most efficient manner possible.
Identifying
Potential income streams and how to develop optimal strategies for building and claiming your earned Social Security and Pension incomes.
Bruce Trushel CLU®, ChFC®, MBA
Financial Advisor / VP - Investments
Heather DeFranco MA
Financial Advisor / President- Strategy & Operations
Susan C. Pokwatka CFP®, RICP®, ChFC®
Senior Wealth Consultant
