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

Work from home, helping businesses recover from the crisis by providing the largest portfolio of cost-cutting Business-To-Business Savings Services available. Blue Coast is the Right Opportunity at the Right Time! Part-time...

20k Minimum Cash Required

ClaimTek leads the billing industry, and it is booming! Doctors & Dentists need help now more than ever to maximize revenue and improve operational efficiency because of increasing rules & regulations: No Experience...

20k Minimum Cash Required

BooXkeeping franchisees are dedicating themselves to ensuring their clients have full accessibility and understanding of their financial records so no extra time or effort is necessary. BooXkeeping is the cutting-edge...

20k Minimum Cash Required

G.I. Tax is the first in the industry to offer its “Year-Round Financial Services” to tax customers creating more revenue opportunities for franchisees v.s. the competition. Services include notary, financial advice,...

40k Minimum Cash Required

Want to be your own boss, run your own business and have unlimited earnings potential? Allstate is looking for agency owners with a passion for helping people live a good life and building a good life for themselves. As an...

100k Minimum Cash Required

Allstate Insurance Company is a proven leader in the competitive field of insurance and financial services. Since 1931, we've built a legacy of innovation, service and success. We're ready to strengthen our position by...

100k Minimum Cash Required

We are a low overhead, high margin, home-based franchise in the cost reduction industry. We specialize in saving businesses and small governments money on their telecom, waste, utility, and merchant processing expenses. If...

50k 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

Saiter Real Solutions is a full-service franchise consulting and development firm with extensive experience in the franchise industry. Our consultation process is a proven method of helping others identify and research...

30k Minimum Cash Required

We are a Turnkey Residential, Business, and Commercial lending Platform in America, with Digital Marketing Included. Join SMG Financial where individuals like yourself excel and create wealth. With over 35 years of...

20k Minimum Cash Required
Have a Question?

Let Us Help You!

First, check out our Franchising F.A.Q. Still have a question? Submit it below and we'll get you an answer!

Interesting stuff
Not as interesting stuff