









At Financial Resources Group, we operate as independent financial advisors, a position that allows us to provide objective advice based on our clients individual financial circumstances. We do not work for a company so we are free to choose the products and services that are right for you not what any "company" requires us to sell you. The financial environment has drastically changed over the last few years. Is it possible that the strategies that took your finances down over the last few years may not be the best strategies to bring your financial portfolio back up where it belongs? Is your current advisor telling you the same thing (advice) as two years ago? One year ago? Six months ago? Sometimes financial strategies that you've used in the past may not be the best strategies going forward. At Financial Resources Group, our aim is to do what's right for you. We are licensed as Registered Investment Advisors which allows us the ability to take a holistic approach with our clients that includes: Secure savings and Safer investment options Principal Protection Income tax reduction strategies* Estate Planning (Estate tax reduction strategies)* Our goal is to do all we can to ensure that you enjoy the retirement lifestyle that you have worked so hard to attain. Come in and sit down for a complimentary meeting. Let's see if we are right for you.
Website: financialresourcesgrp.com
Phone: (949) 955-3755
Cross Streets: Near the intersection of Newport Center Dr and Center Dr
Open now
- Fri 9:00 AM - 4:30 PM
660 Newport Center Dr, Ste 700 Newport Beach, CA 92660 ·2176.06 mi
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Reviews
yelpI attended one of their seminars and was honestly really impressed. It was super informative without feeling overwhelming, and the team running it was incredibly kind and knowledgeable. You can...
MoreBefore you invest with FRG/Bob Messina I strongly suggest consulting with other financial advisors about any investment he offers. Unfortunately I didn't do so and as a result lost alot of $$,...
MoreI attended an evening seminar which provided a free dinner. I was expecting a hard sell; what I got was no sell at all, which was nice. His presentation was informative (looked at historical...
MoreBob, Ela and crew make up a trustworthy financial advisory firm dealing in annuities. As a fiduciary, they will try to sell them to you but only if they are appropriate investments for your...
MoreWho doesn't want a free steak dinner?!?! My elderly mother keeps getting these solicitations from Robert, trying to unscrupulously lure her into a sales pitch branded as a 'seminar'. The flyer...
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