"Your future, our priority"

Why a Financial Advisor?

Life is evolving and growing more complex.  Likewise, priorities and goals change as well.  Achieving    Financial Balance  can seem overwhelming when harmonizing the needs of family, education, healthcare, and work life.  Since finances are so deeply connected to one's lifestyle, individuals may typically require strategies and solutions unique to their needs.

Research Financial Group has been helping clients work toward Financial Balance  since 1994. We meet with our clients regularly, take the time to fully understand their current financial structure, individual priorities, and goals.  Our distinct, personal process helps families make informed decisions, manage wealth, and ultimately move confidently toward their unique goals.

Looking to meet with one of our experienced advisors?

Please complete the Personal Profile Worksheet so we can learn more about you and your financial goals.

We appreciate the opportunity to assist you with your finances and look forward to meeting with you.

 

Personal Profile Worksheet
Primary
Spouse
Bank Balances / Liquid Asset Value
Real Estate Asset Value
Investments (IRA, 401(k), 403(b), other)
Life Insurance
Liabilities
What financial planning topics do you wish to address?
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The first step toward meeting your goals. 

Toll Free: 800.228.3442
Phone: 585.271.4020

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