Founded in 1994 on the principles of providing the highest level of service in a professional manner, Research Financial Group helps families and businesses plan for their future by simplifying the complexities of the financial world.

Financial Balance

is our philosophical, practical and strategic approach in today’s financial management strategies.

The independent approach of Research Financial Group strives to ensure that our clients’ needs come first. Through our association with LPL Financial, Research Financial Group provides the world class products, latest technologies, and personalized services expected in the financial services industry.

Our mission as your financial services team is to provide the most personalized service possible and build the strongest, long-term relationship with you, our employer.

Contact Us

Contact us for your initial consultation

Call 585-271-4020 or request an appointment

Check the background of our firm on FINRA's BrokerCheck.

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2022 Newsletter

Feb 22, 2022

Happy New Year! As we welcome in 2022, we want to thank you for your business and friendship during…