Financial Resource Advisors

Financial Resource Advisors

  • 816 Tower Park Dr
  • Waterloo, Iowa
  • 50701-9026

Description

The professionals at Financial Resource Advisors (FRA) have been serving the Cedar Valley for over 30 years. Our mission is to provide the best independent, professional wealth management advice to individuals, businesses and qualified plans. As Investment Advisor Representatives of Cetera Advisors LLC , we believe the best investment policy not only strives to achieve a client’s objectives in the long term, but also can weather the financial storms that our economy experiences.

In 2002 FRA began hosting an annual lunch for our clients and friends during the final round of the tournament. Our president, Jay Bullerman's home sits on the course. We typically serve lunch from 11am-2pm and welcome everyone to stay and enjoy the tournament from Jay's backyard. We provide the shade, chairs and food while the golfers tee up great entertainment.

As Financial Services Professionals and representatives of Cetera Advisors LLC, we believe in and shall abide by the following principles: We shall strive to enhance the prestige of our profession by always representing our firm and ourselves with the highest integrity. We shall accurately and honestly present all information necessary to enable our clients to make informed decisions. We shall comply with all laws and regulations governing our business and professional activities. We shall help our clients protect insurable obligations and attain their financial goals and objectives.

Fact sheet

Company founded
1978

Products & services

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