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Financial Resources Group Llc Careers in Charlotte, NC

Financial Resources Group,LLC
  • Founded

    2010

  • No. of Employees

    501-1000 employees

  • Industry

    Accounting / Audit / Tax Services

  • Type

    Sole Proprietorship

About Financial Resources Group,LLC

I have over 30 years of experience in assisting financial institutions and independent financial advisors create powerful partnerships to create, retain and enhance client relationships. The goal is to assist in developing a comprehensive financial services offering that drives sales, assets under management, enhancing your brand, attracting new clients and retaining existing relationships - all while effectively managing your risk. I currently serve 60 financial institutions and 350 financial advisors and 600 insurance licensed and securities registered bankers that have over $9.5 billion in client assets as of June 2013. The branch has offices and serves the following geographic areas: New York, Connecticut, New Jersey, Maryland, Pennsylvania, Washington DC, North Carolina, Tennessee, Kentucky, Louisiana, Illinois, Indiana, Wisconsin, Michigan, Texas, Oklahoma, Arizona, and California. We bring the following resources to assist you in building your investment business OSJ Home Office

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