Experience the Difference.

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The Difference is Experience.

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.

We help people. Period.

Who We Are & What We Believe

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.

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 with the simplest or your most complex financial needs.

Dustin J. DeFranco

Founder & Financial Advisor

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Dustin@DeFrancoFinancial.com

About me...

Coming soon

Paul Barnette

Financial Advisor / VP - Investments

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Paul@DEFRANCOFINANCIAL.COM

ABOUT ME...

COMING SOON

Josh Schmalz

Financial Advisor / VP - Investments

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Josh@DeFrancoFinancial.com

Stay Tuned!

Bruce Trushel

Financial Advisor / VP - Investments

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Bruce@DeFrancoFinancial.com

COMING SOON

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.)