- Resource Consulting Group
301 East Pine Street, Suite 300
PO Box 4930
Orlando, Florida 32802-4930
- (407) 422-0252 or (800) 448-0252
- (407) 649-8795
- Hours of
- Monday through Friday:
8:00 a.m. to 5:00 p.m.
Whom do I contact?
|If You Have Questions About…||Please Ask For…|
Account registration, deposits*, withdrawals, transfers; understanding and reconciling your brokerage statements
* Please see our new guidelines for depositing checks.
Trading; cost basis information; mutual fund information; cash availability; IRA contributions/distributions
Scheduling, data gathering, documentation of client meetings and activities
Analyze client data; prepare and monitor financial plans; research; develop investment and trading strategies; bring clarity and direction to financial issues; communicate likely economic consequences of crucial decisions; apply collective knowledge and personal creativity to help individuals make progress toward goals and a balanced life
Nicole Rutledge Regilio