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iPad Screenshots
Description
Your direct connection to financial advice.
Connect: Easily connect with our Financial Advisors and Team Members by sending messages, calling, or emailing us!
Access: Check your investment account balances and review your personalized financial plan.
Share: Securely upload documents and photos in a snap!
Schedule: Schedule appointments, video meetings, and phone calls with an advisor.
Learn: Gain access to valuable resources. Stay updated via in-app notifications.
Personalize: Easily register with your email address or connect with Apple to interact more easily with your financial advisor.
Simplify your financial journey with the DeFranco Financial App!
App information from Apple App Store. DeFranco Financial and related trademarks belong to DeFranco Financial, LLC.