Financial Planning
In order to offer our member/owners even more financial services, we have partnered with Callaway Financial Services, Inc. (CFS) who can provide our member/owners with financial investments, securities, and retirement planning services. All securities are offered through Callaway Financial Services, Inc. a member of FINRA and SIPC.
Callaway Financial Services will have a representative at our Mesquite location on Monday and Friday from 9 a.m. - 5 p.m. and Saturday from 9 a.m. - 1 p.m. Additionally, a CFS representative will be available by appointment for any day or time (as long as we are open) and at any of our locations by calling 877-274-4877. Simply identify yourself as a member/owner of Resource One and set the appointment at one of our locations!
If the member/owner simply talks to the advisor or receives some financial planning advice, it is free of charge. If the member/owner receives more in-depth advice, have their finances managed by CFS, or utilize products and services only available through CFS, fees may apply and this will be worked out between the member/owner and CFS. The Callaway Financial Services, Inc. representative will certainly be able to take walk-ins, but it is advisable to call ahead to insure availability.
For our member/owners not residing in the Dallas/Fort Worth metroplex, please call 877-274-4877.
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