testimonials
real experiences from real advisors
At Financial Resources Group, we take pride in the relationships we've built with both independent advisors and institution-based advisors and programs across the country. Hear directly from the professionals we support as they share how our customized services, deep industry expertise, and commitment to their success have helped them grow and thrive.
FRG has been a great partner, and an invaluable resource. They provided unlimited access to training and were very thorough and ultimately, that’s what led to our success.
Jaret Mutter – Wealth Advisor | Investment Planner | Founder | President, Valley Wealth Group
Financial Resources Group encourages me to brand the way I want, but they support me in the marketing of my brand every step of the way. Not only do they support me with marketing, but the resources for the everyday grind of running a business, always customized to my wants and needs.
Karla Ukman – Founder | Wealth Planner | Senior Wealth Advisor, Artemis Wealth Management
Partnering with Financial Resources Group has been instrumental in enhancing Frandsen Investment Services. Their support and resources have allowed us to better serve our clients. I look forward to growing together with Financial Resources Group’s awesome team!
Michael Ritland – LPL Financial Advisor, Fransden Investment Services
I am truly grateful to have such a solid partnership with Financial Resources Group. FRG has been instrumental in helping me provide comprehensive solutions to my clients. Our relationship has been essential in helping me grow both as an individual and advisor.
Matt Casey – LPL Financial Advisor, Wealth Management at Royal Credit Union
Financial Resources Group has played an instrumental role in helping me run my business in a smooth and efficient manner. Their dedicated team of experts provides me personalized support tailored to my specific needs…
Kim Ramchandani – Senior Vice President | Financial Consultant, Webster Investments at Webster Bank
I’ve been collaborating with Financial Resources Group since the beginning, in 2010. Their expertise and support have been instrumental in the growth of my practice. Thank you, FRG, for your invaluable support!
Joe Pannarale – Founder and CEO, Diversified Wealth Solutions
I was a pretty big producer when I got to LPL over a decade ago, but with FRG’s help, my practice has almost quadrupled. With FRG, I’m independent, but not alone
Lance A. Browning, RICP®, AIF® – Executive Vice President | Founding Partner, Income Solutions Wealth Management
My practice management consultant has really gone above and beyond to help me understand and put to use the resources that are available to me at both LPL and at FRG… FRG also offers a dedicated marketing team to help me present myself to the public in a meaningful and successful way.
Walter Woodrick – CFP, Founder of Woodrick Financial
