Francesca Gervascio-Franzen
Financial Advisor at Gunter Financial Services / Raymond James - Belton, TX, US
Francesca Gervascio-Franzen's Colleagues at Gunter Financial Services / Raymond James
Francesca Gervascio-Franzen's Contact Details
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Belton, Texas
Gunter Financial Services / Raymond James
Francesca Gervascio-Franzen's Company Details
Our team of financial professionals offer over 60 years of combined investment experience. We focus on wealth management for individuals; and institutional investment consulting & management on retirement plans, endowments and foundations.We combine comprehensive financial planning with asset management & believe understanding your needs & goals thoroughly before we customize & implement specific recommendations is key.In the institutional space we help Central Texas businesses to improve their employee's financial health by implementing a customized financial wellness program in conjunction with our retirement plan process.We adhere to a comprehensive fiduciary standard throughout the entire process. Beginning with an objective assessment of your current plan structure, continuing with the implementation of a revised retirement program (if necessary) & ongoing plan monitoring with maintenance. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures:http://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.