Financial Resources is an independent wealth management firm that has been serving the New Jersey and New York tri-state area for over 25 years. They offer a range of financial services, including wealth management, estate planning, investment planning, retirement planning, and insurance. As independent financial advisors, they prioritize acting in their clients' best interests and provide a fiduciary or suitability standard of care. They are committed to disrupting industry standards and offer transparent pricing options, ensuring clients always know what services cost. With a holistic planning approach, Financial Resources gathers information about clients' financial landscapes and presents customized plan recommendations. They assist clients in implementing their plans and continuously monitor and fine-tune portfolios to align with their goals. The firm also offers financial literacy workshops for those working in the nonprofit and education communities. Financial Resources is dedicated to delivering comprehensive financial services and works with strategic partners to create innovative portfolio management solutions for long-term investors.Generated from the website

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