Resource Financial Services
(4 Reviews)
Resource Financial operates in the independent broker/dealer channel, enabling us to provide our clients with unbiased advice and access to many investment choices. Over the years, Resource Financial has earned a solid reputation in Western New York and now has clients all across the country. We would like the opportunity to earn your trust and business as we have done for many clients just like you.
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In Business Since 2008
Sentiment Analysis
Resource Financial has handled our business Sep IRA for many years and we are pleased with the results.
Greg has been consistently available and a huge support through some of our biggest life transitions (new jobs, home purchases and having a child).
He provides well-researched yet easily digestible advice and maintains a thoughtful balance between the current environment and his longer-term perspective.
Greg was the perfect gentleman and I would highly recommend him to anyone seeking a financial counselor with integrity and Christian values.
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