Local Family celebrating 30 years in Business
Father & Daughter investment team manage almost $100 million of client assets
Warwick, RI – June 17, 2013
In 1983, George Wright, ChFC, CFP® founded Diversified Resources, LLC located at 70 Jefferson Blvd. in Warwick, RI.
Diversified Resources, LLC, a broker/dealer and registered investment advisor, specializes in comprehensive financial planning and investment management. George’s daughter, Karen Bacon, MBA, CFP® joined the practice in 2004 and together they provide independent financial advice to over 700 families.
Having been an agent for a major insurance company for many years, George started Diversified Resources, LLC out of his desire to provide financial advice in the best interest of the client and investment products and services independent of any particular investment or insurance company.
Diversified Resources, LLC is a Member of FINRA and SIPC
