LOCATION
We are happy to meet with prospective clients on a get-acquainted basis. There is no charge for this meeting. Please call Donna Bowman at (407) 992-6899 or (800) 448-0252 or send an e-mail to donnab@resourceconsulting.com.
If you would like more information, or if you have a suggestion or comment, please click here.
Resource Consulting Group, Inc.
301 East Pine Street, Suite 300
PO Box 4930
Orlando, Florida 32802-4930
Telephone: (407) 422-0252 or (800) 448-0252
Fax: (407) 649-8795
E-mail: info@ResourceConsulting.com
Hours of Operation:
Monday through Friday: 8:00 a.m. to 5:00 p.m.
| If You Have Questions About... | Please Ask For... |
| Registration of your account; making deposits, withdrawals or transfers; cash availability; reading your statements; reconciling your accounts; address changes |
Yesenia Cordero Joellene Works |
| Trading; cost basis information; annuities; IRA distributions; fund information | Stephen Mackall |
| Questions during planning process; status of meetings and follow-ups; reviewing documents for data-gathering; invoices or agreements |
Jim Martin Mike Masur Helen Mize Linda Palonen Ernie Phillips Nicole Rutledge |
| Investment Strategy |
Mike Davis Kimberly Sterling |
| Assistant to Mike Davis | Donna Bowman |
| Assistant to Kimberly Sterling | Shaina Ellis |
| Media Inquiries | Donna Bowman |
