Financial Resources was founded in 1988 as a financial planning company focused on estate planning and insurance. Our reputation and performance immediately outpaced expectations for a start-up because we developed relationships with the most respected attorneys and accountants in the real estate and estate-planning arena. In 1989 the company further rounded out its service offering with mortgage lending, and by 1993 we had firmly established the stable and successful business model we operate today.
 
Financial Resources has succeeded on the strength of its expertise, its relationships, and its competitiveness. Our management team leverages these assets to attract corporate clients, and through our network of relationships we can offer reduced-rate mortgages and fees to a variety of unions, corporations, and corporate employees. In addition, corporate officers can take advantage of a customized layer of services geared toward members and offered through on-site benefit programs. We support our loan officers with the tools and the latitude to develop these profitable relationships with companies, unions, and industry players such as financial planners, real estate agents, CPAs, and attorneys. This practice has paid dividends in the number and quality of referrals received.

Find out what we can do for you, today!

Licensed by the PA Dept. of Banking, Licensed by the NJ Dept. of Banking and Insurance, Licensed by the CT. Dept of Banking, Licenced by the Department of Corporations (CA) Dept. of Banking

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