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Resource Financial Services, Inc.
- Financial Services
- Broadwell, NY
About this business
Location details
481 Penbrooke Dr #3b, Broadwell, NY, 14526, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Greg has been consistently available and a huge support through some of our biggest life transitions (new jobs, home purchases and having a child). He has provided invaluable advice about how to prepare for our future/retirement. Greg has given us recommendations and management regarding our retirement accounts, short-term savings options and our child's 529 account. He has also provided support with daily money management and budgeting to help set us up for greater success. He is approachable and understands the financial c... read more
Greg at RFS has advised us on our son's college savings plan and our life insurance plans over many years. He provides well-researched yet easily digestible advice and maintains a thoughtful balance between the current environment and his longer-term perspective. He understands our financial goals and finds solutions for us that fit both our goals and resources.
Resource Financial has handled our business Sep IRA for many years and we are pleased with the results. They service our accounts efficiently and professionally. Resource Financial is always available outside of business hours for meetings if needed. I would highly recommend this company!
Greg handled my IRA rollover with ease and offered very high professional service to my account. I felt comfortable knowing he shared my values. Greg was the perfect gentleman and I would highly recommend him to anyone seeking a financial counselor with integrity and Christian values.
Frequently asked questions about Resource Financial Services, Inc.
How is Resource Financial Services, Inc. rated?
Resource Financial Services, Inc. has a 5 star rating with 4 reviews.
When is Resource Financial Services, Inc. open?
Resource Financial Services, Inc. is open now. It will close at 6:00 p.m.
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