David B.
3/25/2024
I 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...
Financial Resources Group
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(6)
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660 Newport Center Dr Ste 700
Newport Beach, CA 92660
Financial Resources Group, based in Newport Beach, CA, specializes in providing personalized and objective financial advisory services, operating under a fiduciary standard to prioritize clients' best interests. The firm focuses on holistic wealth management, retirement planning, and tailored investment solutions to help clients navigate the complexities of today's economic landscape.
Guided by the principles of renowned investor Warren Buffett, Financial Resources Group is dedicated to helping individuals achieve their financial goals while adapting to changes in the market and regulatory environment. Their team of independent advisors is committed to delivering sound financial advice tailored to each client's unique circumstances and objectives.
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Reviews
3.06 reviews
Jim R.
4/12/2024
Bob, 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...
Mark L.
12/29/2021
Who 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...
Michelle M.
2/8/2018
Wow! Are these people great or what??? Nice, friendly generous people who just want to help you with your retirement plans. Angelique and Ela are sweethearts- very kind and welcoming. Bob knows...
Kim S.
11/30/2016
Don't do it. I went to his "free seminar" at Five Crowns. I sat thru the sales pitch for 2 hours which is extremely scripted and seems "off" somehow.. This guy sells Fixed Index Annuities. The...
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