Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Mike Francis

Senior Vice President – Financial Advisor


Direct: 585.340.2212

FINRA's BrokerCheck

With nearly three decades of experience with Merrill Lynch and Morgan Stanley, Mike has a strong background in individual financial planning and specialized retirement planning. Serving his clients with a personal approach is Mike’s highest priority.

Mike has financial planning training and is Envision Certified, meaning he’s an expert at developing sophisticated financial plans that give his clients a 360-degree view of their financial health at any point and also provide simulated future realities. Of course, the most important part of this process is listening, and Mike takes the time to learn his clients’ priorities and goals so that they are accurately reflected in their plan.

A lifelong resident of Penfield, Mike and his family enjoy travel and spending time on Keuka Lake.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

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