We’ll help you get where you want to go.
Resource Consulting Group
Hours: Monday through Friday, 8:30 a.m. to 5:00 p.m.
Select a topic to find the best person to contact.
Account registration, deposits*, withdrawals, transfers; understanding and reconciling your brokerage statements
*Please see our new guidelines for depositing checks.
Director of Operations, Chief Investment Officer, Shareholder
Client Service Specialist
Senior Client Service Specialist
Operations Manager, Shareholder
Trading, cost basis information, mutual fund information, cash availability, IRA contributions/distributions
Director of Operations, Chief Investment Officer, Shareholder
Human resources, scheduling, data gathering, documentation of client meetings and activities
Director of Human Capital
Administrative Assistant
Office Administrator
Analyze client data, prepare and monitor financial plans, research, develop investment and trading strategies, bring clarity and direction to financial issues, communicate likely economic consequences of crucial decisions, apply collective knowledge and personal creativity to help individuals make progress toward goals and a balanced life
Associate Wealth Advisor
Associate Wealth Advisor, Shareholder
Financial Planning Manager, Wealth Advisor, Shareholder
Wealth Advisor, Chairwoman of the Board, Shareholder
Founder, Vice President, Wealth Advisor, Shareholder
Wealth Advisor
Chief Financial Officer, Wealth Advisor, Shareholder
Wealth Advisor, Shareholder
Wealth Advisor, Shareholder
Director of Financial Planning, Wealth Advisor, Shareholder
Vice President, Wealth Advisor, Shareholder
Paraplanner
Associate Wealth Advisor
Paraplanner
Paraplanner
Paraplanner
Business development, marketing, external communications, community engagement, public relations, client events
President, CEO, Shareholder
Marketing and Communications Manager
