Certified Divorce Financial Analyst™ Mary Ann Ferreira Begins New Service for Divorcing Couples in the Pacific Northwest
The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Mary Ann Ferreira of Appropriate Balance Financial Services, Inc. located in Bellevue, Washington recently completed a specialized educational program in professional divorce analysis and is now a... - April 30, 2013
Appropriate Balance Financial Services Announces Expansion Into 401(k) Pension Planning
Appropriate Balance Financial Services, Inc. (ABFS) announced today that it will leverage its extensive investment management experience by expanding into 401(k) and 403(b) pension planning services. “This is a very natural extension of the investment management and financial planning... - June 19, 2012
Appropriate Balance Financial Services Announces Expansion Plans
Bellevue-based Appropriate Balance has recently added four key employees, not only to help expand services to current clients, but to help facilitate the growth the firm expects in coming years. - September 10, 2011
Former Moss Adams Wealth Advisors COO/CIO Mark Jaeger Joins Appropriate Balance
Appropriate Balance Financial Services, Inc. (ABFS) is pleased to announce that Mark Jaeger, CFP®, ChFC®, AIF® has joined the firm as its Chief Operating Officer and Chief Compliance Officer. In this role, Mr. Jaeger will be responsible for practice management, technology, finance and... - March 17, 2011