# DeFranco Financial

> Connect with financial advisors, manage accounts, and access resources. (iPhone/iPad app by DeFranco Financial, LLC.)

- Source: https://appshunter.io/ios/app/defranco-financial/id6471010783 (this page in markdown: same URL + `.md`)
- Developer: [DeFranco Financial, LLC](https://appshunter.io/developer/1714646879)
- Category: Business, Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 14.0.0 · 46 MB
- Languages: English
- Released: 2024-04-18
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/defranco-financial/id6471010783/reviews.md

## What is DeFranco Financial?

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!

## Key features

- Direct messaging with advisors
- Investment account balance check
- Personalized financial plan review
- Secure document sharing
- Appointment scheduling
- Access to financial resources


## Frequently asked questions about DeFranco Financial

### How can I contact my financial advisor through DeFranco Financial?

You can easily connect with your Financial Advisors and Team Members by sending messages, calling, or emailing them directly through the app.

### What financial information can I access with DeFranco Financial?

You can check your investment account balances and review your personalized financial plan directly within the app.

### Is DeFranco Financial secure for sharing sensitive documents?

Yes, the app allows you to securely upload documents and photos in a snap, ensuring your sensitive information is protected.

### Can I schedule meetings with my advisor using DeFranco Financial?

Absolutely. You can schedule appointments, video meetings, and phone calls with your advisor directly through the app's scheduling feature.

### Does DeFranco Financial provide educational resources?

Yes, the app provides access to valuable resources and keeps you updated via in-app notifications to help you learn and stay informed.

### What devices is DeFranco Financial available on?

DeFranco Financial is available on iPhone and iPad devices.

### How often is DeFranco Financial updated?

The latest version is 1.04, and the app was last updated on July 25, 2025, indicating regular maintenance and updates.

### What is the user rating for DeFranco Financial?

DeFranco Financial has an excellent rating of 5.0 stars based on 2 user reviews.

## Version history (last 5 releases)

### 1.04 — 2025-07-25

Improved Profile Editing: We've made editing your profile easier! The Edit Profile page now automatically populates with your existing information. This saves you time and ensures you have a smooth editing experience.

### 1.03 — 2025-05-15

Improved Profile Editing: We've made editing your profile easier! The Edit Profile page now automatically populates with your existing information. This saves you time and ensures you have a smooth editing experience.

### 1.02 — 2024-05-15

Improved Profile Editing: We've made editing your profile easier! The Edit Profile page now automatically populates with your existing information. This saves you time and ensures you have a smooth editing experience.

### 1.01 — 2024-04-21

Minor feature improvements

### 1.0 — 2024-04-18

No release notes.

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## Related topics

[defranco financial](https://appshunter.io/ios/topics/defranco-financial)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*