Financial Resource Associates is an organization dedicated to helping families,
individuals and businesses recognize, develop and achieve their financial and
life goals through comprehensive financial planning, estate planning, divorce
services, investment advisory services and insurance services.

 

 

 

 

 


"When people ask me if I have any spare change, I tell them I have it
at home in my spare wallet." Nick Arnette



Please download and fill in the following form before your first visit.

Initial Consultation Form












Financial Resource Associates, Inc. 107 McPherson Street, Santa Cruz, CA 95060

Toll Free:

800-660-3720

Tel:

8 31-458-1125

Fax:

831-458-0469

www.FRAssociates.com

EmailUs@FRAssociates.com


Photos by Kennan Ward Photography

Securities offered through Geneos Wealth Management, Inc. Member FINRA & SIPC
Investment Advisory Services offered through Financial Resource Associates, Inc.


FRA Privacy Policy & Geneos Privacy Policy