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Local Financial Advisor Attends Advisor Group's ConnectED 2017 National conference. - November 08, 2017 - Physicians Private Client Group
RVers from Northeastern and Central U.S. attracted to camaraderie, affordable standard of living and great mountaintop weather at a one-of-a-kind retirement community in Eastern Tennesse. - November 08, 2017 - The Gardens RV Village
Northeast Professional Planning Group, Inc. (NPPG) a leading national employee benefits, retirement planning and actuarial consulting firm that provides ERISA 3(16) Administrative Fiduciary Services through NPPG Fiduciary Services LLC (NPPG-FS) has entered into an ERISA 3(16) Administrative Services... - October 13, 2017 - Northeast Professional Planning Group
Former Army Captain David Clark’s investment firm Capital Strength Investments, LLC is changing the way America invests for retirement. David is an OIF veteran that served in the prestigious and elite 10th Special Forces Group (Airborne) as a lieutenant and later went on to command at United States... - October 02, 2017 - Capital Strength Investments LLC
RVers attending "America's Largest RV show": daily retirement seminar, from 3:30-4:30 p.m. EST, in the Press Room on lower level. - September 12, 2017 - The Gardens RV Village
Long Island based Howard Ginsberg was recognized among conference attendees as a top financial advisor with the firm as one of only two individuals in New York to ever receive this honor for thirteen consecutive years. - August 25, 2017 - Ginsberg Wealth Management
Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Jennifer Putney to the team. Jennifer joins PEI in a leadership role as Director of Retirement Plans Consulting, where she will oversee the firm’s service provider research,... - August 12, 2017 - Portfolio Evaluations, Inc.
Enhancing client services to assess, plan, and manage long-range financial growth. - August 10, 2017 - C&J Wealth Advisors
Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
CLH, a local accounting firm situated in the Arts District of Michigan City is thrilled to celebrate its 25th anniversary of business this year. In an age where businesses come and go in the blink of an eye, achieving 25 years of successful business growth demonstrates CLH’s dedication, reliability, and integrity. - June 09, 2017 - CLH, LLC
“We are honored to receive this award, which reflects our team’s commitment to work together to provide exceptional service to our clients,” said Palmerino. “Our team is what sets us apart from others.” - May 18, 2017 - CCR Wealth Management
Chris Campbell, CEO of CJ Campbell & Associates in Rockville, Maryland has qualified for Court of the Table of the Million Dollar Round Table (MDRT). Achieving Court of the Table status places Mr. Campbell among the top professionals in the global life insurance and financial services industry. - May 18, 2017 - CJ Campbell and Associates
Rick Maraj, Retirement expert and President of The Retire Advisory Group, can now add author to his growing list of accomplishments. His book, "Building A Better Retirement" will be the go to resource for those looking to retire successfully. - April 26, 2017 - The Retire Advisory Group
Asset TV, the worldwide leader in financial and investment video, has further extended its editorial and content resources with the arrival of Jenny Hammond as its latest presenter and producer. Jenny joins Mark Colegate to become one of the faces of Asset TV in the UK. Jenny who has worked as a news... - April 24, 2017 - Asset TV UK
Rick Maraj, founder and owner of The Retire Advisory Group, an independent financial advisory firm, is now hosting his new radio show on Sarasota News Radio 1320 and 1450 AM. The show "Building A Better Retirement" airs Sundays from 2pm-3pm. - April 19, 2017 - The Retire Advisory Group
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. - April 06, 2017 - CCR Wealth Management
Northeast Professional Planning Group, Inc. (NPPG) a leading national employee benefits, retirement planning and actuarial consulting firm, with regional focus in NY, NJ, CT and PA has continued its expansion and growth. This growth comes in the form of increasing services offered via NPPG Fiduciary... - March 23, 2017 - Northeast Professional Planning Group
Michael Landsberg, Partner at Landsberg Bennett Private Wealth Management , associated with Wells Fargo Advisors Financial Network, LLC, in Punta Gorda, Florida was ranked among Barron’s Top 1200 Financial Advisors for 2017, as announced in the weekly magazine’s March 4Th issue. Landsberg... - March 22, 2017 - Landsberg Bennett
Northeast Professional Planning Group, Inc (NPPG) continues its growth with the announcement of the recent acquisition of all assets of Riker Associates, LLC. This acquisition will provide Riker Associates Plan Sponsors’ greater access to employee benefit resources, pension fiduciary solutions... - February 25, 2017 - Northeast Professional Planning Group
The objective for this study was the identification of compensation and performance practices that are important to millennials. By sharing key takeaways, HUB International hopes you gain insight into what reward practices work best for this growing employee population. - February 21, 2017 - HUB International - West Region
Area licensed investment advisors and insurance professionals Don Bergis and Jared Elson received a rare honor in January when they were inducted into Advisors Excel’s Hall of Fame. The ceremony took place during Advisors Excel’s 2017 World Series of Sales Awards Night in San Diego, California. - February 09, 2017 - Regent Wealth Management
As part of Northeast Professional Planning Group, Inc.’s (NPPG) continuing expansion, we are pleased to announce the recent acquisition of all assets of Tell Retirement Services, Inc. This acquisition will allow for Tell Retirement Services Plan Sponsors to gain greater access to employee benefit... - February 09, 2017 - Northeast Professional Planning Group
Valuation analyst Gregory M. Clark, CPA, and a manager at CLH, LLC, has successfully completed the certification process to earn the Certified Valuation Analyst® (CVA®) credential. CLH, LLC, now has three CPAs at the firm who hold this credential, allowing the firm to grow its valuation department. - February 09, 2017 - CLH, LLC
Toni DasGupta, CEO of Veda Financial joined the Advisory board of the Kiwanis La Canada AM Endowment Fund. Kiwanis International is a global charitable organization with branches in 80 different countries that work in their local communities. - February 03, 2017 - Veda Financial
Royal Philips NV agreed to sell a majority stake in its lighting components unit to Apollo Global Management LLC in a cut-price deal valued at $2 billion after a U.S. national security panel blocked a more lucrative transaction with a Chinese buyer almost a year ago. - December 14, 2016 - Wismuller Gunter
Asos Plc, Britain's largest online-only fashion retailer, plans to double its U.K. manufacturing as the pound's post-Brexit plunge makes domestic production more affordable. - December 14, 2016 - Wismuller Gunter
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016 - Cedar Brook Financial Partners LLC
Wismuller Gunter reports that global funds sold about $11 billion of equities and bonds in Asia's emerging markets after Donald Trump's victory in the U.S. presidential election as expectations for his economic policies sent Treasury yields higher and sparked the dollar's strongest rally in eight years. - November 27, 2016 - Wismuller Gunter
Wismuller Gunter: Here's One Sign That Markets Believe in Trump's 'America First' Policy. Emerging markets, thumped by Trump? - November 27, 2016 - Wismuller Gunter
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016 - Cedar Brook Financial Partners LLC
Retirement Plan Advisors (RPA) Principal Zach Karas has been invited to join the Planning Committee for the National Association of Government Defined Contribution Administration (NAGDCA) 2017 Annual Conference. Each year NAGDCA hosts this event to engage and support its members with educational programs... - November 02, 2016 - Retirement Plan Advisors
Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016 - Cedar Brook Financial Partners LLC
Insurance brokers Joe and Mercedes Ritter are excited about their new website and look forward to answering questions about Medicare open enrollment. - October 17, 2016 - Insurance You Keep LLC
Tax savings available for commercial building owners. - October 15, 2016 - Lamont Financial Services
Vodafone, the British telecommunication giant, has completed its two-year spending plan that has amounted to more than tens of billions of dollars. It has been upgrading operations around the world, mainly Europe, where it generates over two-thirds of its overall sales. This gargantuan spending spree... - September 26, 2016 - Wismuller Gunter
Joseph A. Weber, an investment advisor representative of Voya Financial Advisors, is pleased to announce that he has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC)... - September 24, 2016 - IFS
Wismuller Gunter is looking for the potential benefits. - September 23, 2016 - Wismuller Gunter
The renewables sector has been a favorite for investors for many years now and the analysts at Wismuller Gunter are raising their forecasts for the sector. Following the release of the Wismuller Gunter’s energy investment report, we can see a significant re-orientation of global energy spending. - September 19, 2016 - Wismuller Gunter
Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets. - August 28, 2016 - Cedar Brook Financial Partners LLC
Robert P. Finley of Virtue Asset Management in Barrington, IL as been accepted for membership in the National Association of Personal Financial Advisors (NAPFA). Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 14 years of experience. Robert most recently... - August 28, 2016 - Virtue Asset Management
This new E-book, 5 Steps to Plan your Retirement, has been a 2 month process on simplifying the retirement process for baby boomers and retirees. Allowing anyone in their life stage the opportunity to start planning their retirement without the pressure of going to see a financial advisor or inviting one into their home. - August 12, 2016 - Get Annuity Quote
Salem Advisory Group would like to welcome Bill Rispoli as one of our valued Investment Advisor Representatives. Not a stranger to hard work or crunching numbers, Bill learned the electrical trade from his father at an early age. However, the world of finance became his focal point as a student at University... - August 10, 2016 - Salem Advisory Group, LLC
Startup Investments to now offer Gratis Services to qualified businesses, low-income individuals, Churches and non-profit organizations. “We are staying true to our mission statement and we are holding out our claim of never to put monetary gains ahead of our services and values,” said Shahzeb,... - August 03, 2016 - Startup Investments
Robert Finley CFA, CFP®, former Senior Portfolio Manager of $375 million in assets for high net worth individuals, has launched Virtue Asset Management. An independent asset management company. - July 28, 2016 - Virtue Asset Management
Startup Investments to open a branch in the last quarter of 2016 on Warm Springs Road in Las Vegas Nevada to better serve their clientele in Nevada and surrounding states. This is first of the 10 branches that Startup Investments to open and the management of Startup Investments couldn’t be more excited. They plan to have bilingual colleagues who will offer services in Spanish and English. - July 26, 2016 - Startup Investments
Joseph Biondolillo receives recognition from Northeast Planning Corporation for his accomplishments over the last few years. - July 07, 2016 - Biondolillo Financial
Michael W. Mandarino, a West Point Graduate and currently a financial advisor, is celebrating 10 years with Intervest International Equities Corporation. - July 07, 2016 - 123-Investing
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2 year term on the national investment committee. - July 01, 2016 - Cedar Brook Financial Partners LLC
David Borden of CCR Wealth Management is pleased to announce that he has been named to the Financial Times 400 Top Financial Advisers, as of March 31, 2016. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S. This is the fourth annual FT 400 list, produced... - June 22, 2016 - CCR Wealth Management
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