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, Jamie and their assistants, Jodi Nordwall and Susan Winters, serve a wide range of clients, from first-time investors to folks with extensive portfolios. They would welcome the opportunity to work with you. Robert E. Beard Vice President, CPAP: 217-243-3373 James Martin Vice PresidentP: 217-243-3373 Jodi Nordwall Investment Services AssistantP: 217-243-3373 Susan Winters Investment Services AssistantP: 217-243-3373 The Financial Services Group is located in the lobby of the CNB branch on W. Morton Ave in Jacksonville. You may reach them at 217-243-3373.
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, Jamie and their assistants, Jodi Nordwall and Susan Winters, serve a wide range of clients, from first-time investors to folks with extensive portfolios. They would welcome the opportunity to work with you. Robert E. Beard Vice President, CPAP: 217-243-3373 James Martin Vice PresidentP: 217-243-3373 Jodi Nordwall Investment Services AssistantP: 217-243-3373 Susan Winters Investment Services AssistantP: 217-243-3373 The Financial Services Group is located in the lobby of the CNB branch on W. Morton Ave in Jacksonville. You may reach them at 217-243-3373.