Hello, and thank you for taking this moment to visit.
Hello,
My name is Richard Frantz. I am an Investment Professional with Money Concepts, a Wealth Management and Financial Planning organization serving its clients since 1979.
My career began in 1992 when the Dow was just 3300. After many years on wall street, problem solving for the largest and most well-respected institutions around the globe, my priorities have shifted closer to home and family, where I split my time between northern New Jersey and Florida.
I now leverage my time, experience, and deep understanding of financial markets to help my clients reach their important life milestones.
The financial industry was built on trust. Quite literally, a handshake and one’s word. It is this same trust that brought me full circle, where the journey of a thousand miles began in 1992, to Money Concepts, and a handshake with the clients I’ve sworn to serve.
What is important to me is to understand what is top of mind for my clients – that I may deeply serve them, and that in turn my clients know who I am, and the values I bestow. Come speak with me, shake my hand, and tell me – what is important to you?
You should also know that, as an Independent Investment Professional, I am neither bound nor restricted to proprietary, or company sponsored products. I have thousands of financial products available to me that I can tailor to your unique situation. This should be very important to you.
At Your Service,
Richard G. Frantz | Your Money Concepts Financial Advisor
“If you want to build a ship, don’t drum up people to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea”.
-Antoine de Saint-Exupery
Richard Frantz is licensed to sell and/or discuss Securities Products only to residents of the states listed: IN, NJ
Richard Frantz is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: NJ
Richard Frantz is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
My name is Richard Frantz. I am an Investment Professional with Money Concepts, a Wealth Management and Financial Planning organization serving its clients since 1979.
My career began in 1992 when the Dow was just 3300. After many years on wall street, problem solving for the largest and most well-respected institutions around the globe, my priorities have shifted closer to home and family, where I split my time between northern New Jersey and Florida.
I now leverage my time, experience, and deep understanding of financial markets to help my clients reach their important life milestones.
The financial industry was built on trust. Quite literally, a handshake and one’s word. It is this same trust that brought me full circle, where the journey of a thousand miles began in 1992, to Money Concepts, and a handshake with the clients I’ve sworn to serve.
What is important to me is to understand what is top of mind for my clients – that I may deeply serve them, and that in turn my clients know who I am, and the values I bestow. Come speak with me, shake my hand, and tell me – what is important to you?
You should also know that, as an Independent Investment Professional, I am neither bound nor restricted to proprietary, or company sponsored products. I have thousands of financial products available to me that I can tailor to your unique situation. This should be very important to you.
At Your Service,
Richard G. Frantz | Your Money Concepts Financial Advisor
“If you want to build a ship, don’t drum up people to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea”.
-Antoine de Saint-Exupery
Richard Frantz is licensed to sell and/or discuss Securities Products only to residents of the states listed: IN, NJ
Richard Frantz is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: NJ
Richard Frantz is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
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