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Personalized
Risk Management Services

At Financial Resources Group, we provide financial planning and risk management for each of our clients to help them plan for retirement. You deserve (and need) a sound financial strategy for the years ahead. We’re here to help.

There is no “one size fits all” option when it comes to financial planning. Instead, we cultivate personal relationships with each client and offer solutions that are specific to individualized needs.

Your goals and values are at the forefront of our personalized approach. Our team recognizes the importance of having clear, achievable goals. We will work alongside you to create and execute financial plans that reflect your goals for today and for your family’s future.
We develop lasting connections with the families we work with, taking a multigenerational view of your wealth management needs. By building trust and understanding across generations, we work to strengthen your legacy and protect your loved ones.
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No matter where you are in your financial plan, we can help.

Financial Resources Group takes your financial future seriously. Contact us today to get started on your personalized financial plan. Whether you’re currently working with an advisor, just beginning to consider retirement, or already enjoying it, we’ll help you make the most of your retirement benefits. Don’t let market uncertainty market uncertainty derail your plans. Our goal is to help you build a confident and prosperous retirement using the risk management experience Financial Resources Group provides.
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Holistic Risk Management
and Investment Services

Navigating your investments yourself can be painstaking and worrisome even when the markets are up. What are the best investment strategies? Are you planning for the long term?

At Financial Resources Group, we can help you rest easy knowing your investments are in good hands. Our services include:

  • Stocks
  • Bonds
  • IRAs (Traditional, Roth, SEP, Simple) 
  • Brokerage accounts
  • ETFs
  • Mutual Funds
  • Managed accounts

Whether you are wanting to save and contribute to a college fund, manage your 401 (k) or pension, or get advice on estate planning, FRG offers no-obligation consultations.  Get busy enjoying life and let us handle the things we are great at.

Our financial planning services include: 

  • Retirement Planning
  • Deferred compensation 
  • Defined benefit
  • 401(k) planning
  • 403(b) planning
  • College plans

Estate planning 

We Keep Your Best Interests In Mind

At Financial Resources Group, we aim to do what’s right for you. Bob Messina is a licensed Investment Adviser Representative, and  provide holistic risk management and investment advice by offering a range of options and plans that can be customized and specific to your individual needs. 

Let’s work to help ensure that your complex financial picture is simplified and your retirement plan is successful.

Schedule a Consultation

Please meet with us for a no-obligation consultation. We will review your current situation and come up with a customized plan for your financial needs.

Visit financialresourcesgrp.com/privacy-policy to see our privacy policy and financialresourcesgrp.com/terms for our terms and conditions.

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By using this website, you accept our Term of Use and Privacy Policy. Information within this website may have been provided by third parties, including images displayed, and, while we believe this information to be accurate, we have not independently verified such information. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, advisory fees, and expenses. Our investment advisory services are designed to assist clients in achieving discrete financial goals, but do not include tax or legal advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities.

Advisory services are offered as Financial Resources Group, which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Insurance products and services are offered through FRG Insurance Solutions, Inc. which is independent of GWM.

The content on this webpage is intended solely for informational purposes and is subject to the regulatory requirements applicable to GWM. Other pages on this website may contain content that is not subject to the same regulatory standards and should not be construed as part of GWM’s regulatory communications or offerings.

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