Resource Financial Group, Ltd

Specialties

Resource Financial Group provides a comprehensive suite of wealth management services to help our clients make prudent financial decisions.

We employ a competent, caring, and customized approach to wealth management that allows us to forge long-​term relationships promoting maximum investor benefit.

Services Include:

*Investment Planning and Analysis

*Retirement Planning

*Family Wealth Planning

*Estate Planning

*Income Tax Planning

*Long Term Care Planning

Meet the Business Owner

Peter M.

Business Owner

As the Registered Principal for the Resource Financial Group, Ltd., Peter enjoys helping clients maximize their accumulated assets. He works with clients to make smart decisions with their money in order to help achieve their financial goals.

In 1996, Peter became an independent adviser and founded Resource Financial Group, Ltd. Since that time, Peter has grown Resource Financial Group through an unparalleled dedication to service and integrity.

Peter’s caring nature, along with his unique ability to convey sophisticated financial concepts in an easily understood manner, enables him to develop an excellent rapport with his clients. He is a Registered Principal with Securities Service Network, Inc.