The Resource Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

200 Meridian Centre Blvd Ste 150, Roches...

Phone Number

(585) 350-7245

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Resource Group

Market data delayed per exchange rules. Michael Johnson, Joseph Hurlimann, Bruce Charleton, Ed Denning, Jennifer Sauter, Robert Whitbeck and Tim Veazey of The Resource Group of Rochester are registered representatives of Lincoln Financial Advisors Corp. Andrew Comins, Corey King, Michael Palumbos and Kevin Stepanoff are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer. Member of SIPC . Investment advisory services offered Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. In Michigan, securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker-dealer and an insurance agency. In California, Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, IRead more
Popular SearchesThe Resource Grouptrgrochester.comResource Associates of Rochester IncBroadridge Financial Solutions IncTrg Insurance Services IncSIC Code 62,621NAICS Code 52,523Show more

The Resource Group Org Chart

PhoneEmail
RE
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Investment Coordinator

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JH
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Partner - Financial Planner

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KZ
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Junior Partner and Practice Manager

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MJ
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Financial Planner

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SC
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Financial Planner

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DA
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Insurance Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Resource Group

<$5M
1-10
Private
-
1985
RE
Robert ExlerInvestment Coordinator
$7M
1-10
Private
-
1979
RA
Rita AnnoAdministrative Assistant & Client Service Specialist
<$5M
11-50
Private
-
1988
MV
Maria VavilovaDirector, Operations
<$5M
1-10
Private
-
2006
DF
Daria FullerDirector, Client Technology
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2005
Steve Koziol, Chief Operations Officer at Stonebridge Advisors
Steve KoziolChief Operations Officer
<$5M
1-10
Private
-
-
JM
Jennifer MenziesPractice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Resource Group Tech Stack

A closer look at the technologies used by The Resource Group

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Frequently Asked Questions Regarding The Resource Group

What is The Resource Group's official website?
The Resource Group's official website is www.trgrochester.com
What is The Resource Group's Revenue?
The Resource Group's revenue is <$5 Million
What is The Resource Group's SIC code?
The Resource Group's SIC: 62,621
What is The Resource Group's NAICS code?
The Resource Group's NAICS: 52,523
How many employees does The Resource Group have?
The Resource Group has 1-10 employees
What industry does The Resource Group belong to?
The Resource Group is in the industry of: Finance, Insurance, Securities Trading
What is The Resource Group competition?
The Resource Group top competitors include: Stonebridge Advisors, Lincoln Financial Advisors, Mylestone Plans, Dougherty & Associates
What companies has The Resource Group acquired?
The Resource Group has acquired the companies: The Administrative Management Group, Jefferson-Pilot Corporation
What technology does The Resource Group use?
Some of the popular technologies that The Resource Group uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact The Resource Group?
The Resource Group contact info: Phone number: (585) 350-7245 Website: www.trgrochester.com
What does The Resource Group do?

Market data delayed per exchange rules. Michael Johnson, Joseph Hurlimann, Bruce Charleton, Ed Denning, Jennifer Sauter, Robert Whitbeck and Tim Veazey of The Resource Group of Rochester are registered representatives of Lincoln Financial Advisors Corp. Andrew Comins, Corey King, Michael Palumbos and Kevin Stepanoff are registered representatives o... f Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer. Member of SIPC . Investment advisory services offered Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. In Michigan, securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker-dealer and an insurance agency. In California, Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In Utah, LFA Insurance Agency. Insurance offered through Lincoln affiliates and other fine companies. In Washington, Insurance offered through Lincoln Financial Advisors Corp. and LFA Limited Liability Company and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. Not all registered representatives with our firm are able to offer advisory services. See Lincoln Financial Advisors (LFAs) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFAs Forms ADV, Part 2A, which describe LFAs investment advisory services, Regulation Best Interest Disclosure Document, which describes LFAs broker-dealer services, and other client ...Read More

Is The Resource Group a public company?
The Resource Group is private company therefore does not currently have an official ticker symbol
See more information about The Resource Group

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