Brokerage Services

Whatever your investing goals - building assets for retirement, saving for college education expenses, reducing income taxes – our investment affiliate, Financial Resources Group (FRG) can assist you. FRG vice president and CPA, Bob Beard, has over thirty years of experience in accounting and tax preparation. He and financial consultant, Jamie Martin, have been in the securities business in excess of twenty years. 

Bob and Jamie and their assistants, Jodi Nordwall and Susan Winters, serve a full-range of clients, from first-time investors to folks with extensive portfolios. They would welcome the opportunity to work with you. The Investment Center is located in the lobby of the Jacksonville W. Morton office.  You may reach them at 217-243-3373.

 Securities are offered through Berthel-Fisher & Company Financial Services, Inc.  Member FINRA/SIPC.  Financial Resources Group, Inc.  is not associated wtih Berthel Fisher & Company Financial Services, Inc.  Investment products are not insured by the FDIC or any other government agency and are not a deposit or other obligation of, or guaranteed by Financial Resources Group, Inc.  Jacksonville Savings Bank, or Berthel Fisher & Company Financial Services, Inc. and involve investment risk, including market fluctuations and the possible loss of principal.