A complete list of active advisors currently associated with Value Resources Financial Group, LLC

Warmer can help you find a great advisor at Value Resources Financial Group, LLC or one who fits your needs even better.

Value Resources Financial Group, LLC provides portfolio management, pension consulting (including written pension plan work for retirement plans such as 401(k)s) and financial planning to individuals, high‑net‑worth investors and pension or profit‑sharing plans. The firm prepares Investment Policy Statements and tailored consulting plans as part of its ongoing advisory and plan‑design services. VRFINGROUP employs a blend of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and implements both long‑ and short‑term trading strategies, at times using margin and short sales. The firm combines asset‑based investment management with fixed‑fee project work and hourly billing for planning and consulting, and states it seeks fair allocation of limited investment opportunities among clients. The firm is affiliated with an accounting practice (Value Resources CPAS, P.C.), and the brochure discloses that the principal may offer clients accounting services while noting clients are not required to use those services and conflicts will be disclosed. VRFINGROUP’s emphasis on pension consulting, its willingness to bill hourly for planning work, and the fact that it currently reports no assets under management and does not exercise investment discretion distinguish it from many peers in the investment‑manager category.

To learn more about the advisors currently working at Value Resources Financial Group, LLC, 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.