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.

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Your Financial Advisory Team

With 30+ years of experience, Sal has worked with thousands of people with various investment and planning needs. His...

Jason Duga headshot

Jason has been a financial advisor for over 23 years. He is passionate about helping clients pursue their financial...

Aidan, our client relationship manager, has a passion for providing clients with the highest degree of service and care...

How will you define Financial Balance?

Find out how we can help you, today!

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