With 30+ years of experience, Sal has worked with thousands of people with various investment and planning needs. His passion for serving others is displayed in the processes and...
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.
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.
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.
How will you define Financial Balance?
Find out how we can help you, today!