Research Financial Group
Company

Research Financial Group

Financial Services Rochester, New York, United States 4 employees
Employees
4

Research Financial Group Overview

Headquarters
Rochester, New York, United States
Industry
Financial Services
Employees
4
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Research Financial Group

Research Financial Group works diligently to provide clear, goal-oriented strategies that help enable clients to seek Financial Balance and make sound decisions. We define Financial Balance as; The achievement of success, not measured by dollars or wealth, but by the attainment of a lifestyle one desires tomorrow as well as today. The independent platform of Research Financial Group strives to ensure that our clients’ needs come first. Through our association with LPL, Research Financial Group provides well-regarded products, latest technologies, and personalized services expected from an Advisor. Our mission as your financial services team is to provide the most personalized service possible and build a strong long-term relationship with you. Through this collaborative approach, we aim to help you achieve Financial Balance, no matter how you define it.

Research Financial Group Contact Details

People in AeroLeads
4

Research Financial Group Org Chart

Sample employees and titles
Name Title Contact
Aidan Bowerman, Cpfa® Client Services Associate
View
Research Research Prodigy Director of Operations at Non-profit
View
Alexandra Storke (Martell), Mba, Cpfa® Registered Client Services Manager
View
Salvatore Diciaccio, Cfs, Aif President, Research Financial Group
View

Employees by Management Level

Executive 1 profile
Director 1 profile
Manager 1 profile
Associate / junior 1 profile

Compare Similar Companies to Research Financial Group