Jenny Franchi, Senior Marketing Account Manager   May 23, 2023

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, …

FRGIS Featured in Kehrer Group’s 2023 Annual Industry Checkup Read More »


 Jenny Franchi, Senior Marketing Account Manager   May 22, 2023

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 …

CanvasRebel Magazine Features Rob Matricardi, Jr. CFP®, ChFC® Read More »


 Jenny Franchi, Senior Marketing Account Manager   May 10, 2023

Financial Resources Group hosted their annual BC Sales Summit from May 2-4. This 3-day event was held at Horizon Investments in South Charlotte, where members of their Business Consulting and …

2023 BC Summit Read More »


 Jenny Franchi, Senior Marketing Account Manager   April 18, 2023

Today we celebrate the hard work and dedication of our financial advisors across the country. We thank you for allowing us to serve you and guide each of you on …

National Financial Advisor Day Read More »


 Jenny Franchi, Senior Marketing Account Manager   April 3, 2023

Financial Resources Group attended LPL’s 2023 Masters Conference March 26- April 1. This elite, invitation-only event was held in Palm Springs, CA at the La Quinta Resort & Club and …

Masters Conference 2023 Read More »


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