Broker Check

Personalized Experience and Communication

Our team works hard to address your financial situation and your concerns in a comprehensive manner. We pride ourselves on our personal touch and the highly-customized level of attention we pay all of our clients.

Resource Financial Group consistently receives top service scores on our client surveys, and our high client retention rate attests to our superior results on the books and in person.

Education and communication is central to this personalized experience. We offer all of our clients:

  • Client education seminars to update you on investment fundamentals, market conditions, and investment opportunities.
  • Customized Financial Organizer to help keep your important documents safe and in order.
  • Concise weekly e-mail newsletter to keep you apprised of the most current market issues.
  • Post-meeting correspondence to ensure issues are correctly understood by both parties.