Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Financial Resources and Retirement Advisory
- ·The full record, as it builds
Funding rounds
No funding rounds for Financial Resources and Retirement Advisory are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Financial Resources and Retirement Advisory
Provider of financial planning and wealth management services for individuals and nonprofit organizations. The company offers services including investment planning, retirement planning, estate planning, and wealth management, serving clients in the New Jersey and New York tri-state area. The company also develops financial strategies and conducts educational workshops tailored to nonprofit and education-focused communities, leveraging risk assessment tools and strategic partnerships to create customized investment portfolios.
- Sector
- Business Products and Services (B2B)
- HQ
- Somerville, NJ, United States
- Employees
- 22
- Website
- financialresources-usa.com/
- Ownership
- Privately Held (no backing)
Financial Resources and Retirement Advisory doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Financial Resources and Retirement Advisory shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Financial Resources and Retirement Advisory in its N-PORT filings yet. We sweep new filings monthly.