At Premier Financial Resources, LLP we take great pride in providing our clients with a full-service experience. We are independent financial professionals working with our clients to care for their whole financial situation based on their unique circumstances. We take the time to get to know our clients so we can uncover and fulfill needs in all areas of their lives including, but not limited to: financial planning, investments, insurance, estate planning and wealth transfer, retirement planning, and education. Because of our independent status, we are able to provide our clients with the personalized services and individual attention that are expected from a small office. At the same time, we have relationships with a network of resources so we can provide our clients with the diversity of services that could be expected with a larger firm.
Our team has over 40 years of combined experience in the financial services industry as well as a diverse background of education and experience. Our advisors also have experience in education, public safety, and the organic agriculture industry. With this experience we have the ability to see problems from multiple perspectives and understand that not everyone looks at the world the way a financial professional might.
If you are looking for a high quality, personal experience with your financial advisor we would love to be your resource.