A complete list of active advisors currently associated with Investment Resources Center

Warmer can help you find a great advisor at Investment Resources Center or one who fits your needs even better.

Investment Resources Center provides personalized financial planning and investment advisory services to individuals and to business entities, including corporations, pension and profit‑sharing plans, estates, and trusts. Its advisory offerings cover cash‑flow and retirement planning, tax‑efficiency and risk‑management analysis, college‑funding guidance, estate‑related investment services, and portfolio management. The firm emphasizes asset allocation and offers proprietary model portfolios (conservative to aggressive) that are applied across client accounts, while also providing customized discretionary and non‑discretionary management. Although the brochure describes a buy‑and‑hold orientation using no‑load mutual funds and ETFs, the firm also makes an optional market‑timing (buy‑low/sell‑high) service available at no additional fee and performs reviews upon client request. Distinctive features include an affiliation with an insurance agency through which non‑securities insurance products may be recommended and brokerage/insurance activity by related parties, a relationship the firm discloses as a potential conflict of interest. The firm also offers pension consulting and institutional‑type services — conducting vendor due diligence and written plan analyses for retirement plans — and distributes complimentary electronic newsletters and periodicals with market snapshots, regulatory updates, and company reviews.

To learn more about the advisors currently working at Investment Resources Center, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.