Franks Financial + Insurance Planning
Financial Advising
Why pick this one
Franks Financial + Insurance Planning has a Master's in Financial Services and offers services to clients across the United States.
Best for
- individuals new to investing
- clients needing a second opinion on financial advising
- complex financial planning for significant assets
Look elsewhere if
- seeking budget-sensitive options
- looking for a purely automated service
Specialties
- life insurance
- disability insurance
- Medicare supplements
- retirement accounts
- property and casualty insurance audit
Certifications
- CLU
- ChFC
- CLTC
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
What makes them different
- Master’s in Financial Services
- over 27 professional examinations completed
- independent advisor
- works with clients across the United States
- focus on client interests
- Serves
- Wake Forest
Distilled from this business's own website.
Contact & Location
- Address
- 8644 Barrett Ridge Rd, Wake Forest, NC 27587-4446
- Phone
- +14103406691
- Website
- https://www.franksfinancial.com/
- michael@franksfinancial.com
Services
- financial advising
- insurance planning