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ADDRESS

585-598-3674

 

481 Penbrooke Drive, Suite 3B

Penfield, NY 14526

g.harrison@securitiesamerica.com

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.

ABOUT US
“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.

WEALTH MANAGEMENT ROCHESTER NY

AN INVESTMENT STRATEGY THAT STARTS WITH INTEGRITY AND GROWS IN TRUST

INVESTMENT ADVISORY SERVICES

A sound investment strategy starts with proper asset allocation. We work closely with each client to develop a personalized investment portfolio based on their objectives, time horizon, risk tolerance, income needs, values, and other considerations. This information guides our selection from various asset classes and investment choices to arrive at a suitable allocation designed to pursue that client's objective.

After developing the initial investment portfolio, we continue to monitor each client's holdings and may recommend changes based on market conditions or major personal events such as retirement, a child entering college, or the purchase of a new home. Asset allocation does not guarantee a profit or protection from losses in a declining market.

MORALLY RESPONSIBLE INVESTING

While many Christians are concerned for the moral state of our nation, few give consideration to the moral ramifications of how their money is invested. People are often shocked to learn that, through their mutual funds and corporate sponsored retirement plans, they are invested in companies with operations and/or policies that directly oppose their conservative Judeo-Christian beliefs and concerns.

Today, there are many biblically-based investment options that screen out companies involved either directly or indirectly in abortion, pornography, anti-family entertainment or alternative lifestyle promotion, as well as those directly involved in the production of alcohol, tobacco and gambling. We at Resource Financial share your concerns and can help you develop an investment portfolio that does not compromise your values.

CHARITABLE GIVING STRATEGIES

Although many give generously to charities, churches, and missionaries around the world, few understand the powerful benefits of a well thought out charitable giving strategy. By employing one of these strategies the client can better control the flow of assets to the charity, possibly provide the donor with guaranteed lifetime income, and minimize the impact of taxes resulting in a larger donation. We partner with clients to develop a customized charitable giving strategy that meets the needs of both their family and their charity.