Take our simple exercise to assess your current financial fitness and to find out how hiring a financial advisor can benefit you. Click HERE for the quiz.
The purpose of the Goals & Values Exercise is to help you both identify and prioritize your goals. This can be a powerful exercise. Allow yourself ample time to complete it. When you have completed the exercise, print a copy for your own reference and use the e-mail feature to send your results directly to Frango Financial. Click HERE for the exercise.
Please complete the Personal Profile Questionnaire and return it to Frango Financial LLC prior to your first appointment. Click HERE for the questionnaire.
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Frango Financial LLC (CRD No. 154204) is an SEC-registered investment advisor. Please note that the use of the term registered
to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary when considering engaging any of our services. Copies of these documents are available free of charge at https://adviserinfo.sec.gov/ and on our website. All information, statements, and opinions contained herein have been obtained or derived from sources that we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment.