skip to Main Content

Resource Consulting Group
301 East Pine Street, Suite 600
PO Box 4930
Orlando, Florida 32802-4930

Phone: (407) 422-0252
Toll-Free: (800) 448-0252
Fax: (407) 649-8795
Hours: M-F, 8:30 a.m. to 5:00 p.m.

Have questions? Select a topic below to find the best person to contact.

Client Services

Account registration, deposits*, withdrawals, transfers; understanding and reconciling your brokerage statements

* Please see our new guidelines for depositing checks.

Investment Services

Trading; cost basis information; mutual fund information; cash availability; IRA contributions/distributions

Client Coordinators

Scheduling, data gathering, documentation of client meetings and activities

Wealth Advisory Team

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