From a small business to an individual, having an appropriate insurance program is vital in protecting your business or family.


We believe that an appropriate insurance program is critical for each client to prevent the financial hardship that often results from a catastrophic loss. For small businesses this may mean protecting against the loss of a key person through a properly funded buy-sell agreement. For individuals this may mean protecting the family against the loss of an income producing member with disability and/or life insurance. Or perhaps a client's top priority is to protect their assets against the soaring costs of a prolonged nursing home stay through long-term health care insurance.

Regardless of the insurance product needed, we have the flexibility to research a variety of carriers to find our clients the most competitive premiums in the marketplace. To determine the proper amount of insurance needed we perform survivor analysis using industry leading software. This approach provides our clients with the right amount of insurance at the right price.


Resource Financial operates in the independent broker/dealer channel, enabling us to provide our clients with unbiased advice and access to many investment choices. Call today to set up your one on one Retirement Planning  service.




481 Penbrooke Drive, Suite 3B

Penfield, NY 14526

“Securities offered through Securities America, Inc.  Member FINRA/SIPC.  Advisory Services offered through Securities America Advisors, Inc.  Resource Financial Services and Securities America are separate entities.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.