The Team Approach
Financial Resources Group was founded in April of 1997. The firm was formed because we believed, and continue to believe, that clients are best served by a team approach, which means you get a team of financial professionals guiding you instead of just a single account executive.
The entire team is involved in establishing your financial plan. Because of our varied experience and our clients' varied needs, each client is assigned a primary contact. The rest of the team will be involved as needed, especially with the periodic account reviews.
Because we work together, each advisor in the office should have a good understanding of your situation. This concept works especially well so you don't need to wait for the answers you need should "your" advisor be out of the office.
Each of our representatives has extensive experience, many holding various professional designations and are licensed to sell a variety of investment and insurance products. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services and a personalized roadmap toward a more secure financial future for our clients.
Our Three Principles
Strong Long-Term Client Relationships –built on respectful listening, and bringing clarity to client’s desire. We work with families and organizations that span generations.
Client Education – we don’t expect our clients to be financial experts. We educate our clients through the portfolio planning process, annual review meeting, and major life changes as they occur.
Providing the best customer service possible – through our team approach to client financial management that encompasses outside advisers including CPA’s, Attorneys, Business Managers, and our highly collaborative internal team.