November Employee of the Month! 

 Amani Sodhi, Marketing Account Manager   November 19, 2024

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 …


October Employee of the Month! 

 Amani Sodhi, Marketing Account Manager   November 19, 2024

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 …


Students of the Industry 

 Amani Sodhi, Marketing Account Manager   October 21, 2024

Our Business Consulting Team’s Insightful Week with Symetra in Bellevue, Washington At Financial Resources Group, collaboration is at the heart of everything we do. Last week, our Business Consulting team …


Regional Meeting – San Diego 

 Emilie Lucier   October 16, 2024

Financial Resources Group hosted its fifth Regional Meeting for 2024 in San Diego, CA. Hosted at LPL Financial’s main office, 20 advisors and program leaders from institutions, solo practices, and …


September Employee of the Month! 

 Amani Sodhi, Marketing Account Manager   October 16, 2024

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 …


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