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    The Franchise Insiders

    Industry guide · Catalog updated 2026-09-29

    Financial services franchise opportunities

    Financial services can mean very different client relationships and work—from transaction support to advice-oriented services. Compare what the franchise actually delivers, who it serves, and what obligations apply before treating two listings as comparable.

    Personalized matches · See why they fit · No cost

    5opportunities (5 catalog)
    0TFI investigations
    5listings with a lowest published figure at or below $250k

    The lowest published figure is not the full amount needed to buy or qualify. Verify the complete investment range and financial requirements with the franchisor.

    Compare the work

    One industry, different ways to operate.

    These are questions to ask about the model, not promises about any brand listed below.

    01

    Consumer-facing services

    Ask which customer needs the location handles, whether appointments or walk-ins are expected, and how the brand distinguishes its service from alternatives available locally.

    02

    Business and professional clients

    For concepts serving businesses, compare the expected sales cycle, repeat-service relationship, and whether work is delivered directly or coordinated with outside professionals.

    03

    Transaction support versus advice

    Clarify whether the offering processes or organizes transactions, provides recommendations, or includes both. Ask which activities require specific authorization and who is accountable for them.

    Franchise Save catalog

    Financial services franchise listings

    Explore all 5 catalog entries in this industry, sorted by name. Published ranges come from Franchise Save and can change. Profiles open on Franchise Save, where you can request current brand information.

    1. Brightway Insurance logo

      Brightway Insurance

      Published total investment

      $42,100 - $159,000

    2. Family Financial Centers logo

      Family Financial Centers

      Published total investment

      $175,000 - $303,000

    3. Global Financial Training Program logo

      Global Financial Training Program

      Published total investment

      $19,950 - $19,950

    4. Judgment Business Incubator logo

      Judgment Business Incubator

      Published total investment

      $175,000 - $175,000

    5. Paramount Tax and Accounting logo

      Paramount Tax and Accounting

      Published total investment

      $72,100 - $157,000

    Before you request information

    Three questions worth asking.

    Which services may I actually provide?

    Get a written list of permitted services and identify any that require registrations, licenses, qualified personnel, or separate approvals in your jurisdiction. Verify requirements independently.

    How are clients acquired and retained?

    Ask what portion of client acquisition is expected to come from local outreach, referrals, brand marketing, or existing relationships, and how client ownership and follow-up are handled.

    What is the full cost and obligation picture?

    Review the current FDD for fees, required systems, training, working capital, and any disclosed financial performance representations. Have qualified legal and financial advisers review the details.

    Keep exploring

    Make the search personal

    Let us narrow the options around you.

    Tell us about your capital, goals and ownership preferences. The AI Franchise Matchmaker can suggest opportunities to investigate and explain why they may fit.

    Find my franchise matches

    Personalized matches · See why they fit · No cost

    Catalog information is supplied by Franchise Save, which is owned by The Franchise Insiders, and was last synchronized 2026-09-29. TFI investigations are independent research. Listings do not establish territory availability, suitability or financial results. Verify all terms, including any Item 19 disclosures, in the franchisor's current FDD. The Franchise Insiders may receive compensation from franchisors if a placement is made.

    Our Team

    We've owned franchises. Every one of us.

    Most franchise consultants have studied FDDs and attended Discovery Days. Our advisors have also operated franchises. We've managed employees, navigated slow ramp-ups, and learned that a business can be easy to buy and hard to sell.

    That operating experience changes how we help you evaluate an opportunity.

    Find My Franchise Fit
    The Franchise Insiders team of franchise owners and advisors
    The Franchise Insiders

    About The Franchise Insiders

    The Franchise Insiders helps successful executives, entrepreneurs, and investors find franchise businesses worth owning.

    We combine firsthand ownership experience, franchise performance data, and a directory of 700+ franchise listings to help you identify businesses that fit your goals, capital, and desired level of involvement. No hype. No pressure. Just experienced franchise owners helping you make a smarter decision.

    Franchise Owners Helping Future Franchise Owners.

    © 2026 The Franchise Insiders. All rights reserved.

    The information on this website is for general informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any franchise. An offer to sell a franchise is made only through the delivery of a current Franchise Disclosure Document (“FDD”) and only in compliance with applicable federal and state franchise laws.

    Certain states require franchisors to register their FDD before offering or selling franchises. No franchise will be offered or sold to any resident of a registration state unless the franchise has been properly registered and the FDD has been delivered in accordance with applicable law.

    The Franchise Insiders is not a franchisor. We act solely as independent consultants and may receive compensation from franchisors if a placement is made.

    Any financial performance information or examples provided are for illustrative purposes only and do not represent a guarantee of performance. Individual results will vary and are dependent on numerous factors, including but not limited to market conditions, location, management, and owner effort. Prospective franchisees should review the FDD and consult with their legal, financial, and tax advisors before making any investment decision.

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