Wealth Management Resource Group
Financial Services
35 Braintree Hill Office Park
11 employees
- Employees
- 11
- Contacts
- 2
- Emails
- 2
Wealth Management Resource Group Overview
- Headquarters
- 35 Braintree Hill Office Park
- Website
- www.wealthmrg.com
- Industry
- Financial Services
- Employees
- 11
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Wealth Management Resource Group
Wealth Management Resource Group's strategic mission is to guide and direct individuals, families, and businesses toward the successful achievement of clearly defined financial goals. We work with you to formulate a financial roadmap based on your unique circumstance and offer guidance along the way. The success of WMRG was built around doing what is right and is realized in our day-to-day operations. The commitment to these standards is demonstrated by our integrity and dedication to servicing our clients. Wealth Management Resource Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 35 BRAINTREE HILL OFFICE PARK, SUITE 106, BRAINTREE MA, 02184, 508-686-7800. PAS is a direct, wholly-owned subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. WMRG is not an affiliate or subsidiary of PAS or Guardian. WMRG is not registered in any state or with the U.S. SEC as a Registered Investment Advisor. This material is intended for general use. By providing this content Guardian, PAS, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 7287596.1
Wealth Management Resource Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Wealth Management Resource Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Chandler Winchester, Cltc® | Experienced Wealth Management Advisor - We Help You Build, Grow, and Protect Your Wealth, So You Can Retire with Confidence. |
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|
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| Merideth Falconer, Lutcf | Operations Manager at Wealth Management Resource Group | Mansfield, Massachusetts, United States |
Email
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| Brian S. Falconer, Lutcf | President & CEO | Braintree, Massachusetts, United States |
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| Donald Jones | Have a Great and Prosperous Day! |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Manager
1 profile
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