Michael Francisco, Cpwa® Email & Phone Number

With over 10 years of experience as a financial advisor, I have gained the professional expertise to assist executives, business owners, and sudden wealth beneficiaries in making smart financial decisions for themselves and their families/employees. My journey began as a young intern in the industry. This is when I realized the power of controlling my success and future; thus, my goal every day is to be able to help my clients, their families and future generations realize their dreams. I develop a clear and focused path to my clients’ financial goals, while simultaneously building a strong personal relationship with them to further understand their life’s vision. Through consistent communication and thoughtful guidance, my team at SSG Executive Group is attentive to each client - as well as the client’s family dynamic - so that we can provide appropriate solutions to reach the next milestone in life. Our process includes evaluating the client’s current situation, applying a custom strategy based on specific financial goals, and leveraging the necessary partnerships to further meet their needs.Raymond James Financial provides financial services to individuals, corporations, and municipalities. Through its subsidiary companies, Raymond James focuses on investments, financial planning, and wealth management, as well as capital markets and asset management. SSG Executive Advisory Group is a wealth management team focusing on the unique needs of clients with a management strategy focused primarily on risk management and preservation. Raymond James, including its subsidiary companies, has been ranked as one of the best companies in customer service in the country, as well as a national leader in support of the arts.Are you looking to elevate your financial strategy? To see how we can begin working together, please contact me at either michael.francisco@raymondjames.com or 856-273-5834.

Listed skills include Financial Services, Estate Planning, Wealth Management, and Financial Planning.

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  Lehigh University - College Of Business And Economics

  Finance