Elite Partnership & Guidance
✅ Wealthtender Certified Advisor Review™
If you want practical financial advice, as well as a partner to help guide you through whatever decisions or events life has in store for you - than look no further. Frank leaves you feeling your best interests are always accounted for. Simply put - he is reliable and wants what's best for you
Relationship to Financial Advisor: Client as of Oct 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
fantastic guidance with a great personality
✅ Wealthtender Certified Advisor Review™
Jennifer offers us a great deal of personal attention, with both regularly scheduled check-ins and also intermittent questions and requests.
She has given us invaluable cash flow and budgetary advice that has been hugely impactful, in addition to long-term investments and retirement planning.
The overall office communication is efficient and well run, and this last year we've gotten to know Frank better and appreciate their balanced partnership.
Lastly, we appreciate Jennifer's focus on women in business, with financial strategies directly specifically at financially empowering that critical population.
Relationship to Financial Advisor: Client as of Feb 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Ah-mazing: Women please call Jennifer!
✅ Wealthtender Certified Advisor Review™
I have known Jennifer Kirby for about 20 years and watched her transition from a very successful professional career as an employee to open her own partnered practice as a Financial Advisor. She's my advisor because, unlike every other person I have talked to in this profession through the years, she understands that life, and careers, don't always take the 'prescribed route'....and that's great! Instead of trying to force-fit you into financial products she LISTENS to your life goals and helps make the financial map to achieve them. I recommend her to every other high-achieving woman I know who might have been turned off by previous conversations with advisors. She's the one!
Relationship to Financial Advisor: Client as of Jan 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Top tier financial advisement and services
✅ Wealthtender Certified Advisor Review™
Jennifer has been my advisor for over a decade now and I would not trust my financial future with anyone else. Her advice, strategies and information have helped me and my family work toward achieving our goals.
Relationship to Financial Advisor: Client as of Jan 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An Inventment Pro
✅ Wealthtender Certified Advisor Review™
Frank (and his partner, Jenn) have been helping my wife and I manage our investments and plan for our future retirement for about six years. They have listened to our vision for our future and ask a lot of questions to make sure we’re considering things we hadn’t necessarily thought of (such as long-term care insurance) and work out a plan to help us reach our goals. They are very patient in explaining the thought process behind their plan and always make time to hop on a call to talk about questions we have or potential changes to our vision. He has also taken time on several occasions to offer advice on investments that he’s not managing for us.
Relationship to Financial Advisor: Client as of Sep 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Frank Granizo Rating
✅ Wealthtender Certified Advisor Review™
Frank is a knowledgeable and amazing financial advisor. He has delivered clear and comprehensive guidance to me and my wife for many years with the highest level of integrity.
We have continued to find his personal yet professional approach always reassuring.
Frank is articulate, responsive, respectful, trustworthy, intelligent, a great listener and always available for questions.
Frank has made an enormous difference to me and my wife’s financial life and future having handled some complex situations regarding pensions, transfers, etc.
We consider Frank a very important part of our lives and are grateful and thankful for his expertise and service.
Relationship to Financial Advisor: Client as of Sep 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
TOTAL CONFIDENCE
✅ Wealthtender Certified Advisor Review™
Frank has been our financial advisor for so many years that I have lost count. Through his sound advice and council our investment results have met our retirement lifestyle financial needs, while also providing portfolio value stability and growth.
He is like a family member who knows and takes interest in our family’s personal and financial goals.
I am confident and trust that Frank and Talisman Wealth Advisors are committed to our shared wealth management vision.
Relationship to Financial Advisor: Client as of Sep 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Our financial advisor
✅ Wealthtender Certified Advisor Review™
Frank has successfully handled our investment account for more than twenty years, always staying within our risk profile and allowing us to have the peace of mind knowing that our “later” years (older?) would be comfortable and without financial stress. He listens to us, and that has always been one of the most important aspects of our association.
Relationship to Financial Advisor: Client as of Aug 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommended
✅ Wealthtender Certified Advisor Review™
Frank has several qualities which have helped make him successful in helping his clients achieve their goals. Here are three key ones;
1) Character- he is someone you can trust
2) Energy- he has the energy to get the job done regardless of difficulty
3) Intelligence- Frank knows what to do and how to do it.
Relationship to Financial Advisor: Client as of Aug 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Frank Granizo Review
✅ Wealthtender Certified Advisor Review™
Its my privilege to provide you with commentary regarding Frank Granizo. I continue to have the pleasure of working with Frank. Our relationship dates over three decades. Frank is exceptionally accomplished, talented and a reliable "go to" source for financial advise. One of the many attributes Frank owns is that he is extremely trustworthy. His commitment to the highest level of ethical standards with his clients make him the the successful professional he is today. He is focused, results driven all the while possessing a caring heart. My wife and I are fortunate to have Frank as our financial advisor and consider him family. My highest recommendation is extended to Frank Granizo.
Relationship to Financial Advisor: Client as of Aug 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Frank Granizo
✅ Wealthtender Certified Advisor Review™
For over 30 years Frank has guided me in my investments, so that now I am secure in my retirement. He always gives me clear explanations. He has my best interests at heart, and I trust him completely. Frank allays any anxieties I may have. He goes “above and beyond the call of duty.” For example, he put me in touch with a lawyer to help me draw up a will, and he recently help me freeze my credit when my Social Security number was exposed in a data breach. Frank has been very helpful, and I am indeed grateful to him.
Relationship to Financial Advisor: Client as of Aug 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.