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N80 W14800 Appleton Ave
Menomonee Falls, WI 53051
Phone:
  • 262-437-3202
Fax:
  • 262-437-3203

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Managed Wealth With A Personal Touch

Financial Resource Services is a full-service financial firm committed to helping people pursue their financial goals.  We offer a wide range of financial products and services to individuals and business owners.

We believe that a consistent, disciplined approach to portfolio management offers the best chance for success.  That is why we have selected to work with SEI to provide our clients with an established and disciplined investment process.  For every client, a tailored investment strategy is developed, incorporating asset allocation and diversification designed to meet your precise needs.  You can benefit from access to sophisticated investment strategies and top-tier investment managers including some that are not typically available to individual investors.  Call us at 262.437.3202 to get started.

Through exploration of this website you will find a wealth of information in the form of newsletter articles, calculators, research reports, and more.