“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.