Wealth Management Resource Group
Wealth Management Resource Group's strategic mission is to guide and direct individuals, families, and businesses toward the successful achievement of clearly defined financial goals. We work with you to formulate a financial roadmap based on your unique circumstance and offer guidance along the way. The success of WMRG was built around doing what is right and is realized in our day-to-day operations. The commitment to these standards is demonstrated by our integrity and dedication to servicing our clients. Wealth Management Resource Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 508-686-7800. PAS is a direct, wholly-owned subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. WMRG is not an affiliate or subsidiary of PAS or Guardian. WMRG is not registered in any state or with the U.S. SEC as a Registered Investment Advisor. This material is intended for general use. By providing this content Guardian, PAS, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Verified contacts
7
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
53
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AF
Andrea Freitas
Marketing Director · Advertising & Marketing
EmailPhone - KG
Koby Gartner
Wealth Management Advisor · Finance & Accounting
EmailPhone - MF
Merideth Falconer
Operations Manager · Operations
EmailPhone - DW
David Weinberg
Wealth Management Advisor · Finance & Accounting
EmailPhone - DJ
Donald Jones
Investment Specialist · Finance & Accounting
EmailPhone - SM
Sean McCabe
Registered Representative · Sales & Business Development
EmailPhone - BS
Brian S. Falconer
President & CEO · Other
EmailPhone
Showing 7 of 7 verified contacts
Top roles at Wealth Management Resource Group
6 distinct titles indexed · top 6 shown.
- 2wealth management advisor
- 1investment specialist
- 1marketing director
- 1operations manager
- 1president & ceo
- 1registered representative
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