Financial Resources Tax & Financial

Financial Resources Tax & Financial (CRD# 122593) is a financial advisory firm headquartered in Troy, MI. They manage $4,564,263 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $46,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Financial Resources Tax & Financial
Showing 1 - 2 of 2 top financial advisors.
1
Marlene J. Kaltz
CRD#: 4172152
803 West Big Beaver Road, Suite 355, Troy, MI 48084
93
Wealthminder
score

Marlene Kaltz (CRD# 4172152) is an Investment Advisor Representative working at Financial Resources Tax & Financial in Troy, MI and has over 18 years of experience in the finance industry.

2
Russell T. Jones
CRD#: 1383542
803 W. Big Beaver Rd., Suite 355, Troy, MI 48084
59
Wealthminder
score

Russell Jones (CRD# 1383542) is an Investment Advisor Representative working at Financial Resources Tax & Financial in Troy, MI and has over 32 years of experience in the finance industry.

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