Resource Financial Group, Ltd
Our goal is to help clients make prudent decisions with their money. We do this by providing advice, direction and support. Understanding that each family’s situation is unique, we strive to create individualized and customized attention for every client. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence. Advisory services offered through Resource Financial Group, Ltd, a Registered Investment Advisor. Securities offered through Securities America Inc. Member FINRA/SIPC. Please see my website for additional information and disclosures. Third-party comments may not be representative of all customer experiences.
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Verified contacts
10
available on Kipplo
LinkedIn employees
19
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
188
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AL
Ashlee Leiker
Finance · Finance & Accounting
EmailPhone - BK
Bahri Kurapey
Wealth Management Analyst · Finance & Accounting
EmailPhone - PT
Priscilla Turcotte Swenson
Client Service Specialist · Customer/Client Service
EmailPhone - PM
Peter M. Maris
Founder and Wealth Manager · Finance & Accounting
EmailPhone - BP
Brian Pugal
Wealth Manager · Finance & Accounting
EmailPhone - AW
Amber Wood
Client Service Specialist · Customer/Client Service
EmailPhone - JP
Jaden Park
Client Service Specialist · Customer/Client Service
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Resource Financial Group, Ltd
7 distinct titles indexed · top 7 shown.
- 3client service specialist
- 1client service manager
- 1finance
- 1founder and wealth manager
- 1investment advisor
- 1wealth management analyst
- 1wealth manager
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