linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Financial Resources Group, LLC

Headquartered in GLASTONBURY, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Financial Resources Group, LLC is an independent, fee-based financial advisory firm serving individuals and families. We offer personalized financial planning services, including retirement planning, investment management, and college savings, tailored to meet each client's unique needs and goals. With over 81 million dollars in assets under management, our team has the experience and expertise to guide you toward financial success.

Financial Resources Group, LLC

$81.06M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FINANCIAL RESOURCES GROUP, LLC has a total of 1 branch locations across the country.
location

GLASTONBURY, CT

Advisors at Financial Resources Group, LLC

View All 2 Advisors
Unclaimed
Mark A. Pappa

RA

GLASTONBURY, CT

View Profile
Unclaimed
Richard R Rake

CFP®, RA

GLASTONBURY, CT

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Financial Resources Group, LLC is right for you?

Disclosures

There are no public disclosures for Financial Resources Group, LLC.

Frequently Asked Questions (7)

Not sure if Financial Resources Group, LLC is right for you?