Excellent · Verdica composite score based on three weighted sub-scores from public regulator data.
7 active sources · last successful refresh Oct 13, 2026
source data currentHow this is calculated
Composite = Registration & Compliance × 35% + Disciplinary History × 40% + Business Profile × 25%, scaled to 300–850.Read full methodology →
Each sub-score starts at a baseline and adjusts based on real regulatory-record signals. Zero-delta rows show what we checked and confirmed clean. “Data quality” indicates how much source data informed the score.
These are unmodified public reviews from Google Reviews — not Verdica ratings or paid endorsements. Reviews shown as-published, positive and negative alike.
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The Verdica score is a composite trust score from 300 to 850, computed from registration status, disciplinary history, and business risk indicators maintained by the SEC and FINRA. A score of 828 places Financial Services Firm 70 in NY in the excellent (800–850) band. The score reflects publicly available regulator data — it is not a rating from Verdica itself and does not incorporate paid reviews or advertising.
Verdica combines three weighted sub-scores drawn from the SEC and FINRA. Each sub-score reflects a different dimension of financial services compliance — regulatory disclosures, disciplinary actions, and firm risk factors — and is normalized against industry peers before being aggregated to the 300–850 scale.
Verdica pulls public records from the SEC and FINRA: registration status, disciplinary history, and business risk indicators. Data is refreshed on rolling cycles, typically weekly to monthly depending on the source agency's own update schedule. See the "source data current" indicator on the entity page for the last successful refresh.
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After working with Francis Financial for three years, I have nothing but positive things to say about the group. I had been working with a different advisor, but felt it was time to look at some different options. When researching, I knew Francis Financial was the right fit for me. The positive accolades tied to their name, the fact that it is a woman-led group, and the depth of expertise and experience among the team sealed the deal. As a retiree, I was looking for a company to manage my investments, and Francis Financial does this and more. They have been instrumental in managing my Required Minimum Distributions (RMDs) and even helped me save money by identifying an oversight in my tax depreciation calculations from before I joined them. Their communication is clear and thorough; I appreciate having a dedicated market analyst to help me understand market trends and investment strategies. Use of visual aids are a plus. The advisors are wonderful—kind, friendly, and incredibly thoughtful. When I was ill, they even sent me a care package to support my recovery. They truly go above and beyond to make you feel like part of a team that cares. I would absolutely recommend Francis Financial to anyone looking for a dedicated and knowledgeable partner.
View on Google ReviewsShowing 8 of 51 — indexed from public Google Reviews, not filtered by rating
See all 51 reviews on Google ReviewsCommon negative signals include regulatory sanctions, customer arbitrations, or firm-level disclosures. Any of these appear in the underlying regulator records and pull the sub-score down; the composite reflects the weighted impact.
Yes. Entities can file a dispute directly from the score page, and business owners can claim their profile. Verdica reviews disputes against the underlying regulator record; the score is updated when the source data is corrected. Scores are recomputed automatically as new regulator data arrives.
I started working with Francis Financial a couple years ago as I was going through a divorce. My ex-partner had managed all of our finances before, and I don’t have a particular interest in managing finances, so it became problematic when we separated. My divorce attorney recommended I reach out to Francis Financial because they specialize in helping women going through financial transitions, specifically those who didn’t previously manage their finances. It can be hard to trust someone with something so important, but the Francis Financial advisors put me at ease from day one. They have alleviated so much stress and really made me feel cared for. It meant a lot to know my advisor had my back and cared for my wellbeing. They helped me through a complicated divorce process, including budgeting, division of assets, and making sure the divorce agreement was followed. They even navigated information exchanges, communicating directly with my ex so I didn’t have to. Now the team helps me manage “anything with a dollar sign,” as they say, including asset management. I really appreciate that they take my preferences into account, like avoiding investments that don’t align with my personal values. They’ve also provided trusted referrals for other finance-related professionals, like an accountant and a home-construction specialty lawyer. I’ve been very happy with Francis Financial, and would definitely recommend them to anyone looking for a financial advisor who genuinely cares about their clients.
Francis Financial came highly recommended in my circle. I was drawn to the fact that they are a female-led team and female-owned business specializing in supporting women through big life changes and transitions. My advisor, Allen Sakon, has been an empowering figure for me. She has been so patient and professional, always making sure I understand all the details behind every important financial decision. She helps me feel confident about my financial outlook and goes the extra mile to check in on all the moving pieces—like long-term healthcare, tax returns, estate & trust planning, as well as potential life changes—that affect my financial and general wellbeing. I also appreciate that Francis Financial has empowered me to invest in environmentally and socially responsible ways. My advisor has helped me tailor a portfolio that is aligned with my ethical values. If you’re seeking support, education, and a tailored approach, I highly recommend Francis Financial. If you want an advisor who has your back and will be on your team, Francis Financial is it.
I started working with Francis Financial last year after my sister passed away unexpectedly. As trustee and executrix of her estate, I was suddenly responsible for all of her finances and had no idea where to start. I didn’t even know where my sister’s legal documents were, but remembered that she had been working with Francis Financial since her divorce and had raved about them. I then reached out to Francis Financial, and they went above and beyond to help me get started. The Francis Financial team made a very challenging situation less stressful, and they’ve treated me with compassion, empathy, and patience throughout the whole process. I can see why my sister felt so comfortable working with them. They had helped her work through a new and scary situation, and now they’re helping me work through a different type of scary situation. I feel much more comfortable managing the finances with their help and would absolutely recommend them to anyone looking for a financial advisor.
I started working with Francis Financial about a year ago. I was going through a divorce, and my lawyer recommended finding a company to assist me. After looking at several companies, I found Francis Financial to be the best fit, especially because they were so clear with expectations. They helped me review my finances and asset management, determine expenses, and decide on a path forward. Their team is my team! They have my back, always supporting me and guided by my best interests. I have total confidence in them. From the start, they have been clear, responsive, and organized. With a few things being new to me, they have also been patient and helped clarify any questions I have, educating and preparing me so I am confident in my decisions. Their team of advisors is extraordinary! As I have worked with them, they have consistently put me at ease. I hired Francis Financial short term, but after my experience with them, I am looking to hire them long term. I would 100% recommend them if you are looking for a financial advisor.
Francis Financial has been invaluable in helping me with retirement planning. My advisor team is smart, responsive , friendly, and a true pleasure to work with. They answer questions thoughtfully, educate me on various options and provide informed recommendations. They have earned their kudos in the industry.
Working with Francis Financial has completely changed the way I think about my future. As a woman in my 30s, they’ve helped me understand what’s truly important when it comes to building wealth, planning for my family, and creating long-term financial security. What stands out most is how thorough they are. Every question is answered, every detail is explained, and I always leave our conversations feeling more confident and informed. Beyond their expertise, the entire team is incredibly kind, responsive, and genuinely invested in their clients’ success. I’m honestly honored to be one of their clients and cannot recommend Francis Financial enough to anyone looking for a financial team that is knowledgeable, thoughtful, and truly cares.
My husband and I have been working with Francis Financial for about two years. We were pretty sure we had enough money saved for retirement, but we wanted a second opinion and advice on how to withdraw our funds. We started asking around and got a recommendation from a friend, who spoke very highly of Francis Financial. From the start, we’ve been impressed with their retirement planning, investment advice, and communication style. I ask a lot of questions, and they always respond quickly and kindly. They also connected us with professionals in their network when we moved from Jersey City to Virginia, including an estate planning attorney, various insurance agents, and someone to help us find long-term care. They also help us with taxes, suggesting estimated tax payments and working directly with our accountant to answer questions. We’ve been very happy with their work and responsiveness. I’ve recommended them to friends and will continue to do so.