We’re Financial Resources, an independent wealth management firm that has provided financial services and advice to the New Jersey and New York tri-state area for more than 25 years.
You’ll always know what service costs.
As independent financial advisors, we never use proprietary products, hedge funds, or other risky investment options. We act in your best interest, providing a fiduciary or suitability standard of care.
Beginning with this complimentary discussion, we’ll answer any questions you may have regarding our offerings, philosophies and fees. You’ll have the opportunity to share your personal goals and financial needs with our team members as we decide together whether we’re a good fit. In order to best understand your current financial landscape, we’ll cover your total financial picture including any current investments, upcoming life events, wills, insurance policies, income, expenses and more.
We’ll take that information and present our recommendations. Through our holistic planning approach, we’ll help you understand each piece of your financial puzzle.
Once you're comfortable with our customized plan recommendations, we'll begin the implementation process.
Putting your new plan into play is just the beginning. We’ll continuously review your portfolio and meet regularly in order to keep your strategies aligned with your goals.
No two clients are the same. Our job is to get you where you want to be.
We believe sound decision making begins with understanding. That’s why we’re proud to offer financial literacy workshops for those working within the nonprofit and education communities.
Whether you’ve just begun your career, decided to retire, or launched your next chapter, we take into account all the variables that influence a custom-made portfolio.
We are a network of professionals dedicated to delivering across the board financial services.
We are a next-generation registered investment advisory firm that offers long-term investors innovative portfolio management solutions that work to capture gains while limiting losses from today’s market volatility.
Together with City National Rochdale, we’ll create a fluid, customized investment portfolio designed to match your risk tolerance, goals and needs.
Schedule your complimentary meeting today or fill out the form below to get started.
