it's not about what you make, it's about what you keep

it's not about what you make,
it's about what you keep

About Us

Our core values and ethics inform everything we do.

At Franz Financial Services, we understand that trust is important, especially when it comes to investment firms and financial services. We keep your best interests at heart, managing your portfolio with intelligence, honesty, and care. Let us put our extensive resources and knowledge to work for you, and create a full financial analysis with products unique to your financial situation.

"I have 20 years of experience, servicing and helping clients choose best in class products for many happy families"


Charles Franz

Charles Franz, President of Franz Financial Services has been in the industry for over 20 years specializing in Retirement Planning. To constantly improve their financial situation, Charles always makes sure clients are educated about their money and their existing assets. He always provides a high level of service and comprehensive review of best in class products to maximize potential returns while protecting principle from stock market losses.

Charles is also a member of The Independence Excellence Group, a highly distinguished financial think tank. Many of his partners with whom he consults collegiality are members of the most prestigious financial services organizations in the world, The Top of the Million Dollar Round Table, where as only a quarter of a percent of all financial services representatives in the world qualify

vice president

Jenny Franz

With over a decade of experience in a client-service related environment, Jennifer is very knowledgeable when it comes to comprehensive client care. She is dedicated to upholding the high standards of excellence Franz Financial Services has become known for.

As the Vice President, Jennifer personally ensures every client receives the attention and superior service they deserve. She also has a strong history in administrative services, including assisting top executives in major corporations. Jennifer enjoys being a mother to her four children and her hobbies include skiing, writing and film production.