Diversified Resources, LLC was founded in 1983 by George E. Wright. The firm was started with a desire to provide comprehensive financial planning advice while remaining independent of any financial companies. It is our independence that allows us to provide completely unbiased advice and truly advocate for our clients. In 2004, George’s daughter Karen J. Bacon joined the firm as a financial advisor. Karen became President and Owner of the firm in January 2015.
Located in Warwick, RI, Diversified Resources, LLC is an *SEC Registered Investment Advisor and independent Broker Dealer. The firm is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Our mission is to help our clients create, conserve and ultimately transfer their wealth. Our process allows for a more relationship focused and holistic client experience.
Should you like more information or to schedule a meeting please contact us. There is no fee or obligation to become a client with your first meeting. We look forward to hearing from you!
*Registration as an investment advisor does not imply any level of skill or training.
