At Financial Resources Group Investment Services, we help you keep your focus on creating personal, long-term client relationships. From independent financial advisors to financial institutions, we provide an array of services to help you work towards success in your financial advising journey.
Financial professionals who are working to create and manage their own practice are nurtured by the freedom of self-employment and the support and guidance of skilled leadership.The marketing and business consulting teams at Financial Resources Group Investment Services further aid the independent advisor by providing the support and resources to help you grow your business.
Financial professionals who are working to create and manage their own practice are nurtured by the freedom of self-employment and the support and guidance of skilled leadership.The marketing and business consulting teams at Financial Resources Group Investment Services further aid the independent advisor by providing the support and resources to help you grow your business.
Services
As Financial Resources Group Investment Services, LLC (Financial Resources Group) celebrates its 10th anniversary this month, it is time to reflect back on the many milestones during this exciting first decade. Founded on a "commitment to serve, " the company's vision was driven by a team of professionals with the common goal of assisting our financial professionals and financial institutions in pursuing superior results.
Our goal is to provide our financial advisors with customized tools and resources to create long-term, prosperous relationships with their clients, resulting in business growth. We are a layer of services in addition to what is available through LPL Financial. We provide a personal, customized experience in business consulting, marketing, technology, and other services.
We are committed to serving our clients with integrity, honesty and innovation in everything we do. Our dedication to service allows us to approach every day eager to learn while executing every task with passion and precision.
Through a combination of impressive technology solutions and customer service, we provide objective sales support and proven program management, tailored to our clients' individual needs, through a variety of models and resources.We offer 100% of the LPL Financial value proposition - adding these additional enhancements and our commitment to high touch service.
Through a combination of impressive technology solutions and customer service, we provide objective sales support and proven program management, tailored to our clients' individual needs, through a variety of models and resources.We offer 100% of the LPL Financial value proposition - adding these additional enhancements and our commitment to high touch service.
An independent financial advisor is an advisor that is not tied to the proprietary products of one firm and not tied to minimum production requirements of one specific investment or insurance company. Independent advisors have more freedom with the products they offer and how they run their business.
Financial Resources Group Investment Services (FRG) is committed to helping banks and credit unions expand their current offerings. Through LPL Financial, we bring to the table our knowledge of the industry's regulatory environment, which we use to support investment programs through multiple layers of risk mitigation.
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