Resource Financial Services

Services Offered

• Financial planning
• Investment management
• Wealth management

About

Resource Financial Services is a Christian wealth management firm located in Penfield, New York, serving clients since 1993. The firm specializes in providing financial planning and investment management services, emphasizing a values-based approach to wealth management. Resource Financial operates in the independent broker/dealer channel, ensuring unbiased advice and a wide range of investment options. They cater to individuals and families seeking financial guidance aligned with their faith and values.

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Business Information