Jenny Franchi, Senior Marketing Account Manager   December 20, 2022

Financial Resources Group Investment Services continued to celebrate the holidays on Monday, December 19th with some holiday festivities. Everyone wore “ugly holiday sweaters” while they enjoyed lunch and a hot …

Holiday Fun at Financial Resources Group! Read More »


 Jenny Franchi, Senior Marketing Account Manager   December 7, 2022

Financial Resources Group Investment Services celebrated the holidays on December 3rd. The event was held at the Charlotte City Club on the 31st floor which overlooked the beautiful uptown Charlotte …

Financial Resources Group Celebrates the Holidays Read More »


 Jenny Franchi, Senior Marketing Account Manager   November 16, 2022

Financial Resources Group proudly hosted an informative, engaging webinar, Post-Election Economic Update, presented by Jeffrey Roach, PhD, Chief Economist, LPL Financial. The event was held on November 9th. He shared economic …

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 Jenny Franchi, Senior Marketing Account Manager   November 3, 2022

Financial Resources Group is pleased to announce that we have entered into an agreement to be acquired by LPL Financial. We will continue to operate independently as a wholly-owned subsidiary of …

Financial Resources Group Deepens Relationship with LPL Read More »


 Jenny Franchi, Senior Marketing Account Manager   October 3, 2022

Financial Resources Group Investment Services was honored to be a presenting sponsor at Big Brothers Big Sisters of Central Carolinas’ 50th Anniversary Gala held at the JW Marriott on September 24th. The evening …

Celebrating Big Brothers Big Sisters of Central Carolinas’ 50th Anniversary Gala Read More »


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