Our goal is to help clients make prudent decisions with their money. We do this by providing advice, direction and support. Understanding that each family’s situation is unique, we strive to create individualized and customized attention for every client. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence. Advisory services offered through Resource Financial Group, Ltd., a Registered Investment Advisor. Securities offered through Securities America Inc. Member FINRA/SIPC. Please see my website www.rfgltd.com for additional information and disclosures. Third-party comments may not be representative of all customer experiences.
View Top Employees from Resource Financial Group, Ltd.Website | http://www.rfgltd.com |
Revenue | $11 million |
Employees | 10 (10 on RocketReach) |
Founded | 1996 |
Address | 1000 Skokie Blvd. Suite 525, Wilmette, Illinois 60091, US |
Phone | (847) 256-7495 |
Fax | (847) 256-7497 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Copper Canyon Wealth Management, Dunn Financial Services, Kipp Wealth Management, LLC, Midtown Wealth Advisors, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Resource Financial Group, Ltd. employee's phone or email?
The Resource Financial Group, Ltd. annual revenue was $11 million in 2024.
Peter Maris is the Founder and Wealth Manager of Resource Financial Group, Ltd..
10 people are employed at Resource Financial Group, Ltd..
Resource Financial Group, Ltd. is based in Wilmette, Illinois.
The NAICS codes for Resource Financial Group, Ltd. are [52, 5239, 523, 52393].
The SIC codes for Resource Financial Group, Ltd. are [628, 62].