Turning Point Interview With Dr. Roach 

 Financial Resources Group Marketing Department   January 11, 2024

Adam Rean Bohlen, CSSCS, Director of Business Consulting at Financial Resources Group, recently had the pleasure of interviewing Dr. Jeffrey Roach, LPL Financial’s Chief Economist at LPL’s recording studio in Fort …


January Employee of the Month! 

 Financial Resources Group Marketing Department   January 8, 2024

Financial Resources Group is kicking off a Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are …


It’s the Most Wonderful Time of Year! 

 Jennifer Hallmark, Director of Marketing, Corporate & Independent Advisor Services   December 12, 2023

Financial Resources Group’s team gathered for the annual holiday dinner party, hosted by CEO Bruce Miller and Ann Miller at Charlotte City Club this past Saturday. Associates and guests raised their glasses …


Financial Resources Group Sponsors Sip and Support 

 Financial Resources Group Marketing Department   November 1, 2023

Financial Resources Group sponsored a “Sip and Support” fundraising event on October 26th at Charlotte City Club to benefit Communities In Schools of Charlotte-Mecklenburg, Inc. as part of their commitment to serve our …


Rock the Street Wall Street 

 Financial Resources Group Marketing Department   October 5, 2023

Financial Resources Group rolled out Rock the Street, Wall Street at Fort Mill High School late September. Designed to spark the interest of high school girls into financial literacy and …


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