Broker Check
319-298-1260

Providing personal financial management plans for over
25 years. 

Helping You With Your Finances At Any Stage Of Your Life

Financial Resources Group is a financial services firm located in Cedar Rapids, Iowa that provides personal financial management to individuals and small businesses. We're here to help educate you about the basic concepts of financial management and create a personalized program to help you work towards a more secure financial future.

Our Services
Our Mission

Our Mission

We believe in building client relationships that span a lifetime. We are here to learn, educate, share and develop a plan for financial wellness now and for the future.

We believe that honesty is the best policy and that respect is the best gift we can give to ourselves and to our clients.

These are the values on which we have built our lives and business.

Meet Our Team

Steve Loesch

Steve Loesch

Partner/Wealth Management Advisor

319-298-1260

Deb Johnson

Deb Johnson

Partner/Wealth Management Advisor

319-298-1260

Bradley Zwanziger

Bradley Zwanziger

Financial Advisor

319-298-1260

Ross Hanson

Ross Hanson

Financial Advisor

319-298-1260

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Helpful Resources

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Learn More

Get In Touch!

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