Physicians Resource Group is a comprehensive financial services firm specializing in providing financial planning and wealth management solutions to physicians nationwide. With over 25 years of experience working with doctors, they understand the unique financial goals and challenges faced by medical professionals. Their objective financial advice and tailored services, including comprehensive financial planning, investment management, retirement planning, insurance planning, tax planning, and estate planning, ensure that physicians can trust their financial health is being handled with utmost care.
Physicians Resource Group's mission is to enhance the wealth of their clients through their comprehensive financial planning process and wealth management solutions. They pride themselves on their ability to guide clients in various financial topics, offering trusted services that provide peace of mind. Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC, with securities cleared through Charles Schwab Co, Inc. Tax and insurance services are provided by Physicians Resource Group.
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