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Advanced Technology

Resource Financial Group offers the most advanced technology to simplify your ability to access your accounts that we manage. Through these technologies, we also provide you with the most up-to-date picture of your financial status. This service includes:

  • Online access to all of your accounts through our Wealth Management System.  This permits you to view not only accounts we manage, but any other accounts you wish to track, allowing for convenient monitoring of your financial status.
  • Electronic Storage of your important documents to keep them safe and accessible.