With 30+ years of experience, Sal has worked with thousands of people with various investment and planning needs. His...
About Us
Since 1994, Research Financial Group has maintained dedication to a vision of a personalized, independent wealth management practice placing clients’ needs at the forefront of day-to-day operations. Our multi-generational team is committed to helping individuals and families regardless of their stage in life. Our collective approach in creating strategies using different perspectives allows us to better serve our clients.
Research Financial Group Promise
If you have a problem, we will help find the solution.
If you have a goal, we will draw the map to help pursue your destination.
If you need direction, we will carry the compass to guide you.
Above all, we are here for you, our clients. Whatever your needs, we will help.
This statement is a testimonial by a client of the financial professional as of 05/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
I have a proud career serving our special needs community in nonprofit leadership. Financial planning and investments are not a natural talent or interest of mine. I knew that to secure my future retirement, I would need professional advice and direction. I put off a connection for longer than I should because I was intimidated by the process. Sal and Jason have made me very comfortable to ask them any question. I feel respected by them for where my strengths are. They listen to who you are- your values, lifestyle and future plans and then crafts a careful path with you, to meet and exceed your goals. I have never met anyone in financial services that sincerely is looking out for me as a person- and not to sell a product like Sal. I encourage you take the leap- you won’t regret it.
Gillian C.
My experience working with Research Financial has been nothing less than exceptional. Sal, Alex and the rest of the team have been consistently kind, professional, and informative. Their first priority is the relationship with each client. My portfolio has been structured to meet my individual needs and reviewed periodically as those needs and market change. They have the time and patience to explain potential investments in understandable terms. They have earned my trust and I value their expertise.
Karen H.
My journey with Research Financial started a little over seventeen years ago. I consider I had little to no investment knowledge. The thought of talking with someone, knowing what questions to ask (which I had none!) made me extremely uncomfortable and uneasy. My first meeting with Sal was so much better than I'd thought. I didn't need to know a thing. He knew what to do, what was needed to be addressed and a plan that I could work with for the end results I hoped for. He brought the investment process down to my level. He was kind, knowledgeable and didn't make me feel "dumb". Seventeen years later I have achieved many of my goals and am thankful that I was given Research Financial's name.
Lorrie P.
I have been a client of Jason Duga through both my pre and post retirement years. His financial expertise along the way, together with his dedication, responsiveness and accessibility have been invaluable and instrumental. Very comforting in these trying times!
Deb S.
I joined the Research Financial Group in 2020. Sal and his team are always professional, uplifting and positive, and takes the time to break down and explain complicated financial terms and strategies. Whenever I have any questions, the team is always quick to provide me answers. I always look forward to meeting with Sal several times throughout the year, both in person, Phone and virtual. What a great team! Thanks Sal.
Bill H.
My wife and I have trusted Research Financial Group over the past 25 year as our professional and family goals have evolved. It is crucial to have people that really know us when making these important financial decisions - that is Research Financial Group.
Mike F.
We have been working with Sal for over ten years. Over our 40 years of marriage, we have worked with several financial planners and we consider Sal to be the very best professional we have worked with. He is a true listener, interested in our future interests and designing a portfolio to optimize our financial goals while balancing risks and rewards. His depth of knowledge is evident when explaining his financial investment recommendations. Sal has guided us from our working careers into retirement including continual navigation of large investment decisions, tax implications and social security income. We highly recommend Sal and have given his contact information to our friends and family. In addition, the Research Financial Group, including Jason and Alex, are always available to support our financial needs and decisions, such as ensuring our tax planning analyses are solid as well as providing and supporting both capital withdrawals/deposits for everyday living and large investments. Thank you for all of your help.
Jim and Betsy B.
When I first met Sal and his team at Research Financial Group, I felt apprehensive not knowing what to expect. I was about to retire and was concerned about my 401K and investments. What I found with Sal and his team, after our in-person meeting, was an experienced, professional, and knowledgeable group of people that were genuinely interested in helping me secure a financial future. Sal has provided me with investment knowledge and the tools to view the status and details of my investments, and is always available to answer my financial questions.
Deb H.
