TECHNOLOGY CONSULTING

Our skilled Technology team is dedicated to keeping you up to date with the latest requirements involving your hardware and software needs.  The consultants work vigorously to troubleshoot any issues that may arise, keeping you efficient and focused on growing your practice.

Technology Solutions

Technology evolves every day and with all of the options available, it can be a challenge to know which solution is best for your business.  Our Technology team has experience working with advisors in a variety of environments, allowing them to have a breadth of knowledge in the following areas:

  • Technology best practices

  • Hardware & software requirements

  • Compliance requirements

  • Compatibility troubleshooting

  • Office networking

The Technology Team

Chris Freeman

Technology Systems Manager

Matt Danner

Technology Systems Manager

"Financial Resources Group Investment Services' IT department has been really helpful to me.  Matt Danner and Chris Freeman helped me get set up with Financial Resources Group Investment Services and LPL Financial.  They are very knowledgeable, but they are also able to explain things easily to a non-tech savvy person such as myself.  I can highly recommend them."

-Carolyn Filasky, Investment Financial Resources 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. 

Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity.

Financial Resources Group Investment Services

481 Munn Rd. E.        Suite 225        Fort Mill, SC 29715

Direct (704) 816-8000        Fax (704) 816-8200

© Copyright 2018 Financial Resources Group Investment Services, LLC