Regional Meeting – Connecticut 

 Emilie Lucier   October 16, 2024

Financial Resources Group hosted another fantastic Regional Advisor Meeting at the Mohegan Sun in Uncasville, CT! Our financial advisors gathered to network, exchange best practices, and gain valuable insights from …


Regional Meeting – Nashville 

 Emilie Lucier   October 15, 2024

Financial Resources Group hosted its third Regional Meeting for 2024 in Nashville, TN. The 2-day conference brought together financial advisors from banks, credit unions, and independent practices to network, learn …


August Employee of the Month! 

 Amani Sodhi, Marketing Account Manager   August 30, 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 …


An Unforgettable Evening at Focus 2024: Elephant Odyssey at the San Diego Zoo 

 Amani Sodhi, Marketing Account Manager   August 14, 2024

As the sun set over San Diego, the atmosphere at Focus 2024 was anything but ordinary. Financial Resources Group had the incredible opportunity to host our advisors, executives, and their …


July Employee of the Month! 

 Amani Sodhi, Marketing Account Manager   July 11, 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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