PD
Patrick Del Rosario
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Work Experience
Client Service Associate
2008 - 2018 · 10 years
Administrative Assistant
2007 - 2008 · 1 years
Residential Manager
2006 - 2007 · 1 years
Company Details
2-10 Employees
Our goal is to help clients make prudent decisions with their money. We do this by providing advice, direction and support. Understanding that each family’s situation is unique, we strive to create individualized and customized attention for every client. It is important for our clients to be able to relax and focus on the other important areas of their lives, knowing that they are not alone in working to achieve and maintain financial independence. Advisory services offered through Resource Financial Group, Ltd., a Registered Investment Advisor. Securities offered through Securities America Inc. Member FINRA/SIPC. Please see my website www.rfgltd.com for additional information and disclosures. Third-party comments may not be representative of all customer experiences.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services
HQ Location
1000 Skokie Blvd. Suite 525 Wilmette, IL 60091, US
Keywords
Wealth Management and Retirement and Estate Planning
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