Faith - Our Cornerstone
Resource Financial Services is a Christian wealth management firm that has provided clients dedicated service since 1993. Faith is the cornerstone of our practice and we strongly believe that working with an advisor that shares your values can place you on a path toward a successful and rewarding investing experience.
Resource Financial operates in the independent broker/dealer channel, enabling us to provide our clients with unbiased advice and access to many investment choices. Over the years, Resource Financial has earned a solid reputation in Western New York and now has clients all across the country. We would like the opportunity to earn your trust and business as we have done for many clients just like you.
Greg Harrison joined Resource Financial in 2005 after completing a BA in Managerial Economics from Union College in Schenectady, NY and subsequently purchased the firm in 2011. He holds series 7 & 66 securities registrations as well as Life, Health, and Annuity licenses enabling him to provide a wide spectrum of financial products and services.
Greg is an active member of Browncroft Community Church in Rochester, New York. He is also a member of Kingdom Advisors, an organization that encourages and equips members to integrate faith into their advisory practices. Greg was born and raised in Rochester, NY and now resides in Penfield with Connie, his wife of 17 years. They have two young boys, Benjamin and William.
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Securities offered through Securities America, Inc., member FINRA/SIPC. Gregory J. Harrison, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Resource Financial Services and Securities America are separate companies. Securities licensed in: NY, AL, CA, CO, CT, FL, KY, MD, NJ, NM, NC, OH, PA, TX