Resource Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1000 Skokie Blvd Ste 525, Wilmette, Illi...

Phone Number

(847) 256-7495

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About Resource Financial Group

Resource Financial Group, LTD specializes in wealth management services, offering a range of financial planning solutions including retirement planning, investment management, and tax planning. The company aims to build long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. They provide tailored services for both individuals and business owners, focusing on maximizing wealth and minimizing taxes. Their commitment to open communication and personalized experiences is central to their approach in helping clients achieve their financial goals.Explore more
Resource Financial Group's Social MediaPopular SearchesResource Financial Group LtdRFG Wealth TeamResource Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Resource Financial Group Org Chart

PhoneEmail
BP
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Manager, Wealth

PhoneEmail
AM
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Client Service Manager

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BK
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Wealth Management Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Resource Financial Group

<$5M
1-10
Private
-
1996
BP
Brian PugalManager, Wealth
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
1991
VZ
Virginia ZunigaOffice Administrator
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
FK
Fadi KhouryManaging Partner and Financial Advisor
<$5M
1-10
Private
<$5M
2001
N/A
<$5M
1-10
Private
-
-
AO
Arianna OrourkeManaging Director, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Resource Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Resource Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Resource Financial Group.

Resource Financial Group Tech Stack

A closer look at the technologies used by Resource Financial Group

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Frequently Asked Questions Regarding Resource Financial Group

What is Resource Financial Group's official website?
Resource Financial Group's official website is www.rfgltd.com
What is Resource Financial Group's Revenue?
Resource Financial Group's revenue is <$5 Million
What is Resource Financial Group's SIC code?
Resource Financial Group's SIC: 62,628
What is Resource Financial Group's NAICS code?
Resource Financial Group's NAICS: 52,523
How many employees does Resource Financial Group have?
Resource Financial Group has 1-10 employees
What industry does Resource Financial Group belong to?
Resource Financial Group is in the industry of: Finance, Securities Trading
What is Resource Financial Group competition?
Resource Financial Group top competitors include: Concord River Financial, Midtown Wealth Advisors, Mainsail Advisor Group, Bussenger Financial Group
What technology does Resource Financial Group use?
Some of the popular technologies that Resource Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Resource Financial Group?
Resource Financial Group contact info: Phone number: (847) 256-7495 Website: www.rfgltd.com
What does Resource Financial Group do?

Resource Financial Group, LTD specializes in wealth management services, offering a range of financial planning solutions including retirement planning, investment management, and tax planning. The company aims to build long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. They provide tailore... d services for both individuals and business owners, focusing on maximizing wealth and minimizing taxes. Their commitment to open communication and personalized experiences is central to their approach in helping clients achieve their financial goals.Read More

What are Resource Financial Group social media links?
Resource Financial Group Linkedin page Resource Financial Group Twitter page
Is Resource Financial Group a public company?
Resource Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Resource Financial Group

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