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March 2024

March’s “Ask Away” Advisor Spotlight

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Continuing our “Ask Away” Advisor Spotlight Series! In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their unique insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on a different advisor, unveiling […]

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March Employee of the Month!

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Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce March’s Employee of the Month winner – Diana Heinimann, Sr. Commissions Specialist! “Diana Heinimann is known for her exceptional knowledge in the commissions and

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Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000

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Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities. Please see our Business Continuity Plan here.

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