Small  Business Services    /     Individual Services     /     Employee Assistance


Currently, Financial Resources' client base is limited to the Tri-State New York area for individual services.  That area does expand for business services and EAP counseling, we would be willing to discuss any possibilities in that regard.  It has been our experience that providing services through a telephone consultation can be tedious and difficult, but if you live outside the tri-state area and would benefit from our services, please call and we will certainly discuss your situation.  To learn more about our services,  click on the following links.

Financial Education

Personal Bookkeeping


Although we are pleased to provide this website and have strived to include as much detail as possible, we cannot include all the information about everything we offer.  Please do not hesitate to call us with any questions you may have.  

We are very concerned about our clients confidentiality.  We only record information about our clients for our records and at their explicit consent.  

It is important to note that we are not compensated through any commission plan or incentive plan.  We do not have any tangible or intangible dealing with any vendor of any kind.  Our compensation is clear and paid directly to us by our clients.  

Client Quotes

"It feels better knowing where your money is going.  I am now saving for a house, which I didn't even think I could do!  I'll probably go back to Financial Resources to learn more about buying a house when I reach my goal."

"I learned what parts of finances and investments pertained to me and now I feel like I am on the right track."

"I wouldn't go so far as to say finances are fun, although Chris seems to think they are, but they are definitely NOT the burden they used to be."


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