Month: October 2021

Valley Wealth Group-Group-Pic

Financial Resources Group Investment Services Announces Partnership with Valley Wealth Group

Fort Mill, SC. – October 27, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Valley Wealth Group of Roanoke, VA. Valley Wealth Group will be registered under the nation’s largest independent broker-dealer*, LPL Financial, and brings over $350 million in assets under management. “We are excited to work …

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Financial Planning – The Personal Impact

The Business Impact Financial planning is multi-faceted, with many layers to consider in the eyes of an advisor. We can spend countless hours discussing business impacts such as the “Race to Zero” on commissions and how, as the industry continues to change, planning will become that much more important for advisors to differentiate themselves from …

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