Services

Technology   

Global Financial Resources, LLC offers an intuitive online experience where clients have the capacity to view a variety of account insights and metrics.  Included, but not limited to, Account Summary, Portfolio Holdings, Activity, Performance, News & Research and Commentary & Strategy. 

The available online resource not only provides real-time account updates, but also allows you to explore and forecast changes in your Financial Plan, allowing you to manipulate the inputs/outputs based on changes in your life. Client's have the capacity to create their own scenarios based on their current financial situation wherever they may be logging in.  This information, ultimately, comes back to us to review as well.

Global Financial Resources, LLC has also embraced technology as a way of engaging new prospects as well as existing clients.  We have leveraged teleconferencing and video conferencing in order to save our clients time and energy from a more traditional face-to-face meeting.  

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