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 asset management and financial advice to individuals and businesses.
As Investment Advisor Representatives backed by 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. Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels.
Today, the only constant in the investment environment is change. FRA is well positioned to make change work for you by utilizing state-of-the-art technologies for sophisticated investment analysis, asset allocation and meaningful performance tracking. The FRA staff is experienced and equipped to prepare personalized financial plans designed for a client’s individual, unique situation. Such customizing is critical in creating a program that you will be comfortable with as you plan your financial future. After developing a tailor-made plan, FRA staff assists in every step of the most important phase of financial planning—implementation. Coordinating each individual financial move necessary to meet a client’s goals, FRA’s staff also facilitates financial activities with the client’s other advisors, when necessary. Using an affordable fee structure, FRA brings investment management and financial planning together in a professional, confidential and expedient manner.