Resource Financial Services
481 Penbrooke Drive, Penfield, NY 14526
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Resource Financial Services is a finance institution located at 481 Penbrooke Drive in Penfield, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or help with managing your finances, Resource Financial Services is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Reviews
"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 challenges faced by many today. He provided us with patience and plans that met us where we are at and can manage with our lifestyle."
"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."
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