Financial Planning & Services Franchises

A career in financial service can be both fulfilling and lucrative. You have the opportunity to help guide people's investments and savings so they can accomplish their life goals, within an industry that offers an incredible range of positions for a variety of skill sets. Depending on which aspect of financial services you wish to pursue, the industry is known for high compensation. Plus, a financial services franchise is an ideal business venture for someone looking for an investment with a low cost of entry.

View Financial Planning Franchises

Did You Know?

26% of all consumers in the United States used investment services in 2016.

SOURCE: Statista

By 2020, revenues of investment banking and securities in the US should reach about $113 billion.

SOURCE: Statista; US Census Bureau

The securities subsector expects a 12 percent increase in employment by 2018.


U.S. asset managers control more than 47% of the global total for long-term conventional assets.



Statista; US Census Bureau



Types of Financial Services Franchises

When it comes to a career in financial services, there is a wide range of positions and specialties for an entrepreneur to explore. Options include tax preparation, accounting, expense reduction, lending and funding, debt consolidation, real estate, wealth management and more. Which you choose will depend on your area of expertise or the category that you are most interested in learning more about and pursuing as a business.

Why Buy a Financial Service Franchise?

Opportunities abound in the financial services sector for a savvy and honest business person. If you have longed to start your own business helping others, this diverse field provides a wealth of options. Not only is it easy to determine if you are good at what you do in this category, but also a job well done offers significant financial rewards. Working as a franchisee gives you the tools and training to ensure that you find success in your career, while delivering successful outcomes to your clients.

First Time Considering a Franchise?

We recommend that you check out our Franchising F.A.Q. before getting started!

Financial Services & Planning Opportunities:

Own your own diversified finance business approving what banks decline and offering more competitive solutions on what banks approve. Six to Seven figure income potential. True recession resistant modal. Not a Franchise....

20k Minimum Cash Required

Highly profitable business brokerage opportunity available in most US cities. Our brokers earn up to over 4x your initial investment within their first year of business. Our firm offers a variety of business and financial...

70k Minimum Cash Required

American Business Systems is the fastest way to start your medical billing business. Guaranteed. American Business Systems is the fastest way to start your own medical billing business and were the only company with Live...

30k Minimum Cash Required

Are you ready to build a large business that helps people in their time of need? The restoration industry is a recession resistant $75 Billion market. PDRI franchises averaged $3,992,499 in sales in 2020 while helping...

300k Minimum Cash Required

If you are looking for a proven route to develop your own profitable accounting business and an asset for your future, a TaxAssist Accountants franchise will provide the systems and support you need to be successful. Run...

50k Minimum Cash Required

TaxAssist Accountants is a leading provider of tax, accounting and advisory services for small businesses through welcoming storefront locations.Established in 1995,TaxAssist has grown to become the largest network of small...

100k Minimum Cash Required

Want to earn big commissions in the lucrative financial industry but you lack the experience? Let Global Financial Training Program help you get started! With comprehensive training, marketing support and the potential to...

19.95k Minimum Cash Required

The world has changed and the Blue Coast opportunity hasthrived because of it. Our work at home model is nowcommonplace. Let us teach you how to prosper with a smarterway to make money offering FREE services companies...

22.9k Minimum Cash Required

Whether you are a 1st time franchise shopper, a seasoned business owner or just considering a search, our complimentary programs and services include: conducting a tailored search based on your criteria, time-saving tools...

50k Minimum Cash Required

PADGETT is Canada's leading ACCOUNTING, TAX & PAYROLL franchise catering for the needs of small business for 50 years. To success-driven individuals, we provide a complete system, solid backup and support & the strength of...

40k Minimum Cash Required

Are you ready to control your destiny and run your own business? Join the North & South Carolina Business Coaching Team that GETS RESULTS! Our team of Global Practice & Firm Owners will help you build a highly scalable and...

40k Minimum Cash Required

Always In Demand - While some businesses are at the mercy of the ups and downs of the market, our industry provides something that people always need. So even if the economy falters, there will always be demand for the...

100k Minimum Cash Required

Do you have a heart for people and a passion for business? Joining the ActionCOACH Heartland team will allow you to make a real impact in your local business community. By directly helping businesses to grow their profits,...

40k Minimum Cash Required

The Growth Coach is one of the leading business coaching franchise opportunities nationally and internationally. The Growth Coach is a unique coaching business that leverages proven systems and winning strategies to maximize...

50k Minimum Cash Required