- 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 Operation
- Monday through Friday: 8:00 a.m. to 5:00 p.m.
Whom do I contact?
|If You Have Questions About…||Please Ask For…|
Client ServicesAccount registration, deposits*, withdrawals, transfers; understanding and reconciling your brokerage statements* Please see our new guidelines for depositing checks.
|Joellene Aylor Brenda Shofner|
Investment ServicesTrading; cost basis information; mutual fund information; cash availability; IRA contributions/distributions
Client CoordinatorsScheduling, data gathering, documentation of client meetings and activities
|Donna Bowman Natalie Campese|
AdvisorsAnalyze 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
|Mike Davis Jim Martin Mike Masur Helen Mize Linda Palonen Ernie Phillips Nicole Rutledge Regilio Kimberly Sterling Corrina Hoggard|