facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Experience the Difference.

LOGIN v1.0 ⟶.      LOGIN v2.0 ⟶

The Difference is Experience.

Care & Compassion

Based on your values and needs, we take time to listen to what is of most importance and concern to you or your organization. We take great pride in explaining not only WHAT we believe, but WHY we believe it so.

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 economics 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.

We help people. Period.

Who We Are & What We Believe

We believe in helping people. Period. 

Every one of our amazing team members starts and ends their day with this in mind and we stand ready to help you with the simplest or your most complex financial needs.

Dustin J. DeFranco Photo Dustin J. DeFranco Hover Photo

Dustin J. DeFranco

Founder & Director of Investments
Read Bio

Dustin@DeFrancoFinancial.com


About me...

Coming soon




Paul Barnette Photo Paul Barnette Hover Photo

Paul Barnette

Financial Advisor / VP - Investments
Read Bio

Paul@DEFRANCOFINANCIAL.COM


ABOUT ME...

COMING SOON



Kristina M. Necessary Photo Kristina M. Necessary Hover Photo

Kristina M. Necessary

Director of Operations
Read Bio

Kristina@DeFrancofinancial.com


ABOUT ME...

COMING SOON



Danielle Rittenhouse Photo Danielle Rittenhouse Hover Photo

Danielle Rittenhouse

Director of Client Relations
Read Bio

Danielle@Defrancofinancial.com


ABOUT ME...

COMING SOON


Heather N. DeFranco Photo Heather N. DeFranco Hover Photo

Heather N. DeFranco

Director of Marketing
Read Bio

Heather@DEFRANCOFINANCIAL.COM


ABOUT ME...

COMING SOON


Patty Grodhaus Photo Patty Grodhaus Hover Photo

Patty Grodhaus

Client Services Specialist
Read Bio

patty@DEFRANCOFINANCIAL.COM


ABOUT ME...

COMING SOON


Susan C. Pokwatka Photo Susan C. Pokwatka Hover Photo

Susan C. Pokwatka

Senior Wealth Consultant
Read Bio

Susan@DEFRANCOFINANCIAL.COM


ABOUT ME...

COMING SOON

Louis J. Costanzo, III Photo Louis J. Costanzo, III Hover Photo

Louis J. Costanzo, III

Wealth & Planning Strategist
Read Bio

lou@DEFRANCOFINANCIAL.COM


ABOUT ME...

COMING SOON

At DeFranco Financial, we have created a culture and atmosphere that strives to make our clients feel welcome and comfortable. We believe strongly in being exceptionally competent, delivering phenomenal service, and promoting a welcoming environment and approachable team members.

There exists no substitute for knowledge and continuous research. However, all the knowledge in the world is useless if it cannot be communicated readily and easily to others. Our culture centers around helping you. Our team members are knowledgeable, but friendly. Our office is elegant, but welcoming. Our Advisors are professional, but approachable. What is most important however, is how the information we work so hard to continually obtain affects you, your life, and your family.

There is no substitute for hard work. Ever.

What We Do & How We Do It.

Our knowledge and insights enable us to craft investment portfolios uniquely tailored to you. Through continuous research and monitoring, our team guides you through the ups and downs to stay disciplined in your strategy to accomplish your goals. In addition to managing your investments, we will educate you on the rationale behind the decisions we make so you are well-versed in the logic of our approach.  

When you work with us, we will:


Identify Your Goals
As these goals change, we’ll strategically adjust our approach according to the current environment to help you navigate and stay on course to continue to progress in the direction of your goals. 

Determine Your Optimal Risk Tolerance
Through conversation and relationship building we determine the amount of risk needed for you to achieve your goals but also rest well at night. 

Follow a Timeline That’s Right For You
After outlining your goals, we will design a strategy that aligns your investments with your unique timeline.  

Whether you’re 5 years or 20 years away from retirement, we’ll help guide you through the steps necessary to secure enough assets and income for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.

Our retirement planning services involve:


Reviewing
Your investment strategy and ensuring your investment strategy is aligned with your specific goals.

Optimizing
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.







You don't have to be great to start...

But you have to start, to be Great.

Let's Get Started!


While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to work with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term? 

(If you are struggling with this, don't worry, just let us know and we can send you some checklists and questionnaires to help you prepare.)