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 free consultation

Call 585-271-4020 or request an appointment


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

Recent News Articles

More Articles

The Power of Affiliation

Jun 13, 2019

The power of affiliation with LPL and the power of the choices we all make every day. The power of…

LPL Research presents, Outlook 2019 Fundamental: How to Focus on What Really Matters in the Markets

Mar 11, 2019

After nearly 10 years of witnessing the U.S. economy and stock market recover- and thrive- investors…