Financial Resources

Q: What is Financial Resources's official website?

Financial Resources's official website is www.financialresources-usa.com

Q: What is Financial Resources's Revenue?

Financial Resources's revenue is <$5 Million

Q: What is Financial Resources's SIC code?

Financial Resources's SIC: 62,628

Q: What is Financial Resources's NAICS code?

Financial Resources's NAICS: 52,523

Q: How many employees does Financial Resources have?

Financial Resources has 11-50 employees

Q: What industry does Financial Resources belong to?

Financial Resources is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is Financial Resources competition?

Financial Resources top competitors include: Vibrance Wealth Management , Bollin Wealth Management , Goodrich and Associates , Constant Guidance Financial

Q: What technology does Financial Resources use?

Some of the popular technologies that Financial Resources uses are: Cloudflare CDN, Proofpoint, Google Font API, Microsoft 365

Q: How do I contact Financial Resources?

Financial Resources contact info: Phone number: (908) 295-0796 Website: www.financialresources-usa.com

Q: What does Financial Resources do?

Financial Resources is an independent wealth management firm serving the New Jersey and New York tri-state area for over 25 years. They offer a range of financial services including wealth management, estate planning, investment planning, retirement planning, and insurance, with a focus on acting in their clients' best interests. The firm emphasize... s transparency in pricing and provides customized financial solutions tailored to individual client needs. Additionally, they offer financial literacy workshops aimed at educating those in the nonprofit and education sectors. Read More

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

92 E Main St Ste 205, Somerville, New Je...

Phone Number

(908) 295-0796

Website

www.financialresources-usa.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About Financial Resources

Financial Resources is an independent wealth management firm serving the New Jersey and New York tri-state area for over 25 years. They offer a range of financial services including wealth management, estate planning, investment planning, retirement planning, and insurance, with a focus on acting in their clients' best interests. The firm emphasizes transparency in pricing and provides customized financial solutions tailored to individual client needs. Additionally, they offer financial literacy workshops aimed at educating those in the nonprofit and education sectors.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Financial Resources Org Chart

Phone

Joseph Zegarelli

Director, Outreach Financial Resources

Phone

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Christina Bifano

Financial Advisor

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Resources

<$5M

11-50

Private

1988

Joseph ZegarelliDirector, Outreach Financial Resources

Horizons Wealth Managemen...

$7.3M

1-10

Private

2003

David HunterPrincipal, Certified Financial Planner

Burnette Financial Planni...

$5.1M

1-10

Private

2011

N/A

Bollin Wealth Management

<$5M

1-10

Private

2004

Christina SimonManager, Operations

Constant Guidance Financi...

<$5M

1-10

Private

2014

Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager

Vibrance Wealth Managemen...

<$5M

1-10

Private

2019

N/A

Goodrich and Associates

<$5M

1-10

Private

1983

Rachel MontoyaTeam Member

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Financial Resources Tech Stack

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Frequently Asked Questions Regarding Financial Resources

What is Financial Resources's official website?

Financial Resources's official website is www.financialresources-usa.com

What is Financial Resources's Revenue?

Financial Resources's revenue is <$5 Million

What is Financial Resources's SIC code?

Financial Resources's SIC: 62,628

What is Financial Resources's NAICS code?

Financial Resources's NAICS: 52,523

How many employees does Financial Resources have?

Financial Resources has 11-50 employees

What industry does Financial Resources belong to?

Financial Resources is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is Financial Resources competition?

Financial Resources top competitors include: Vibrance Wealth Management, Bollin Wealth Management, Goodrich and Associates, Constant Guidance Financial

What technology does Financial Resources use?

Some of the popular technologies that Financial Resources uses are: Cloudflare CDN, Proofpoint, Google Font API, Microsoft 365

How do I contact Financial Resources?

Financial Resources contact info: Phone number: (908) 295-0796 Website: www.financialresources-usa.com

What does Financial Resources do?

What are Financial Resources social media links?

Financial Resources Facebook page

Is Financial Resources a public company?

Financial Resources is private company therefore does not currently have an official ticker symbol

See more information about Financial Resources

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