The Retirement Guys Builds Relationship with Habitat for Humanity
The Retirement Guys closes their office on October 18th to help Habitat for Humanity prepare for next community build. - October 17, 2010
Cecil M. Bateman Obtains the Certified Wealth Strategist® Industry Designation
Cecil Bateman is among the first 1000 professionals to obtain the Certified Wealth Strategist® designation in the country. - October 13, 2010
Georgia Commerce Club Grows to 1,000 Members in 10 Months
The Georgia Commerce Club, an interactive/commerce club, has rapidly grown to over 1,000 online members in just ten short months. Its dynamic design and content has enabled Georgia residents to network and grow their business simultaneously. - October 02, 2010
Local Award-Winning Firm Grows Rapidly as Competitors Downsize
Infinity Wealth Management seeks exceptionally experienced advisors to complement their explosive momentum. - September 29, 2010
Heron Financial Partners Grows Local Operations with the Addition of Three Registered Representatives
Heron Financial Partners, Inc. announced today that three new Registered Representatives have recently joined the firm. - September 27, 2010
LVZ Advisors Help Community Continue 10 Years of Free Concerts
Lorence & Vander Zwart donates to First Reformed Church to extend a community-loved free concert series. The generous donation will be used to pay performers and maintain musical equipment. - September 19, 2010
Padilla & Associates Donates to Catholic School to Purchase School Uniforms for Underprivileged Students
Padilla & Associates Donates to St. Leo the Great Catholic School to help provide school uniforms for kids. - September 16, 2010
Dorman Financial Management, P.A, Helps Disadvantaged Residents Obtain Crucial Identification Documents
Dorman Financial Management volunteers at IDignity to help unfortunate residents obtain important state and federal documents which links them to critical services. - September 11, 2010
Cornerstone Wealth Management Group Sponsors Hartford Wealth Forum Summit
Cornerstone Wealth Management Group will be showing attendees how to efficiently manage their money by achieving diversification and lowering risk through tactical and alternative investing. - September 09, 2010
Lorence & Vander Zwart Wealth Management Featured in Forbes
Lorence & Vander Zwart was featured in Forbes magazine as one of Michigan’s financial experts that are prepared to get your money on the right track. - September 02, 2010
The Society of Certified Insurance Counselors Honor Robert Williams for 15 Years of Commitment
Robert Williams, CIC, CWS®, of Williams Wealth Management was recognized for 15 years as a Certified Insurance Counselor. He was awarded a certificate for professional leadership and advanced knowledge by the Society of Certified Insurance Counselors (CIC). - August 21, 2010
Larry Kushner of Cornerstone Wealth Management Group Receives FIVE STAR Wealth Manager Award
Larry Kushner, founder and president of Cornerstone Wealth Management Group, was recently rated highest in overall satisfaction in Connecticut for financial advisors. - August 20, 2010
Cornerstone Wealth Management Group Hosts Social Security & Retirement Seminar
Cornerstone Wealth Management Group talks to local residents about Social Security processes, its solvency and future, and how it affects pension benefits. - August 20, 2010
Padilla & Associates Wealth Management Group and Clients Host Food Drive Benefiting San Antonio Food Bank
Padilla & Associates Wealth Management Group initiates a “Give Back to San Antonio” outreach and sponsorship program benefiting the community starting with the local food bank. - August 18, 2010
Steve Bailey of HB Financial Resources Earns Prestigious Loren Dunton Memorial Award
Steve Bailey is given the elite Loren Dunton Memorial Award for outstanding contribution to the financial services profession and/or the financial interests of the public for 2010. - August 14, 2010
Spoonful of Generosity from Silver Spoon Personal Financial Officers Sends Young Boy to Disney World
Silver Spoon Personal Financial Officers hosted an art auction to benefit the Make-A-Wish Foundation. The proceeds helped send 4-year-old Colby to his dream destination, Disney World. - August 12, 2010
Nolan Baker of The Retirement Guys Lectures on Media at the Senior Market Advisor Expo
Investment Professional Nolan Baker teaches advisors how to market their business by mastering social and marketing media. - July 23, 2010
Dorman Financial Management Adds to Growing Firm to Better Serve Clients
Dorman Financial Management welcomes Lori Canfield to the team. - July 22, 2010
Dorman Financial Management Recognized by Financial Advisor Magazine as a Top RIA Firm
Dorman Financial Management (DFM) was ranked by Financial Advisor Magazine as one of the top Registered Investment Advisors in their asset category. - July 22, 2010
Bill Matthews Receives Elite FIVE STAR Wealth Manager Award
Bill Matthews of Matthews Financial Services was rated highest in overall satisfaction in in the Dallas area among financial advisors. - July 17, 2010
Matthews Financial Services, Inc. Going a Step Above Competition for Clients
Gregory Matthews Named FIVE STAR Wealth Manager. - July 16, 2010
Children’s Book Makes Saving Fun and Teaches Valuable Lesson
“Feeding Penny Pig” Teaches Kids Financial Responsibility. - July 16, 2010
Delafield Financial Planner Receives FIVE STAR Wealth Manager Award
Brion Collins of Lake Country Wealth Management was rated highest in overall satisfaction in the Milwaukee area for financial advisors. - July 08, 2010
Dan Anderson of Diamond A Financial Services Receives FIVE STAR Wealth Manager Award
Diamond A Financial Services is excited to announce that Dan Anderson, LUTCF has been chosen to receive the prestigious FIVE STAR award. - July 08, 2010
Nathan Sealey of Brass Ring Wealth Management Earns FIVE STAR Award For 2010
Nathan Sealey, founder and president of Brass Ring Wealth Management, was recently rated highest in overall satisfaction in the Detroit area for financial advisors. - July 08, 2010