May 2023

Financial Resources Group Announces Partnership with Jacobian Wealth Advisory

Fort Mill, SC. – May 24, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Jacobian Wealth Advisory led by Founder and President John F. Weber, CFA®, CFP®.  Weber is registered under the nation’s largest independent broker-dealer1, LPL Financial, and reported having served over $100 million in advisory, brokerage […]

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FRGIS Featured in Kehrer Group’s 2023 Annual Industry Checkup

Financial Resources Group is proud to sponsor Kehrer Group’s 2023 Annual Industry Checkup, which provides annual long-term trends in the number and nature of banks and credit unions selling investments, advisor headcount and their productivity, and their implication for the coming year. “We’re pleased to sponsor the Kehrer Group’s Annual Industry Checkup,” said Stephen Lank, President

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CanvasRebel Magazine Features Rob Matricardi, Jr. CFP®, ChFC®

Financial Resources Group’s Head of Financial Planning Rob Matricardi Jr, CFP®, ChFC® was recently featured in CanvasRebel Magazine’s online publication. CanvasRebel Magazine was designed to artistically share the stories of artists, small business owners and industry professionals across the community -highlighting the mission, purpose, values and principles guiding their work. Check out their article to

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FRGIS Sponsors Kehrer Group’s Annual Industry Checkup

Financial Resources Group is pleased to sponsor Kehrer Group’s 2023 Annual Industry Checkup. Please view Kehrer Group’s press release below. Bank-based Investment Services Practices Overcame Challenges To Post Modest Gains Last Year Kehrer Group’s Annual Industry Checkup Released May 5, 2023, Chapel Hill, NC– Following a record-breaking year in 2021, investment services revenue growth in

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Matthew Ruppe Joins Financial Resources Group as Director of Business Consulting

Fort Mill, SC. – May 9, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Matthew Ruppe has become the firm’s next Director of Business Consulting. Ruppe is the 13th member of the company’s business consulting team dedicated to helping independent and institution-based financial advisors grow their books of business.

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