Investment Resource Partners
HELPING TO BRIDGE THE GAP BETWEEN YOU AND FINANCIAL SUCCESS.
About Us

We have been providing investment advice and financial services to individuals and businesses in the area since 1989.

Investments, taxes, insurance, retirement, estate planning…the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

To take advantage of all available options, today’s investor needs two things: an understanding of which investment products are most appropriate
for each situation and a relationship with a trusted investment professional who has a clear understanding of the investor’s needs.

We are committed to putting quality service and objective advice first. We offer clients financial services in a variety of areas:
  • Retirement Planning – To design an investment strategy to help you towards all of your retirement goals.
  • Investment Portfolio Analysis – To keep you informed of how your investments are performing, and to make adjustments as needed
  • Managed Asset Plans – For professional fee-based portfolio management through LPL Financial
  • College Planning – Long term planning to ensure you’re ready when your children are ready for higher education

    • The LPL Financial registered representative, Susan Jerris may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, KY, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, WA, WY. Securities and Financial Planning (and/or Advisory Services) Offer Through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC LPL's Privacy Policy
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