Recent Headlines
Bonita Springs-Naples Financial Planners, Pelican Wealth Advisors, Host Estate Planning Workshop
Bonita Springs-Naples financial planners, Pelican Wealth Advisors, are hosting a free educational workshop on Tuesday, Feb. 26th. “15 Mistakes Lurking in Most Trusts” will be hosted by “Dr. Frank” Ragonese and estate attorney, Neil Covert. - February 16, 2013 - Pelican Wealth
Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013 - Legacy Family Office
Professional Business Solutions (UK) Ltd. Offering New Auto Enrolment IT Platform for Implementing Pensions Reform
Professional Business Solutions (UK) Ltd, one of the UK’s foremost specialists for business automation solutions has announced that the company will now be offering a new auto enrolment IT platform to help businesses complete the complex task of managing compliant reports and regulatory... - January 13, 2013 - Auto Enrolment 4 Pensions
Professional Business Solutions (UK) Ltd. Introduces New Website to Provide Information on New Auto Enrolment Legislation
Industry leaders for auto enrolment IT solutions, Professional Business Solutions (UK) Ltd have just announced the unveiling of its new website to introduce employers across the UK to the new auto enrolment legislation. The new legislation enacted by the Pension Act 2008 became effective on 1st... - January 13, 2013 - Auto Enrolment 4 Pensions
HUB International Acquires Intercare Insurance Solutions
Hub International Limited (Hub) announced today that it has acquired Intercare Insurance Solutions, Inc. (Intercare), a San Diego, California-based insurance brokerage firm. Terms of the acquisition were not disclosed. Intercare will become part of the California operations of Hub International Insurance Services (Hub California). - January 12, 2013 - HUB International - West Region
Cedar Brook Financial Partners’ Ben Katz Celebrates 20th Anniversary and Launch of findmybenefits.com
Cleveland-based wealth management firm’s Director of Employee Benefits offers clients another value-add, a web portal for employees. - January 02, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Sponsors First in a Series of BBYO Leadership Development Programs
Over one hundred teens from Northeast OH participated in first Israel Defense Force Leadership Development Program sponsored by Cedar Brook Financial Partners and developed through BBYO, the world’s leading Jewish teen movement. - December 08, 2012 - Cedar Brook Financial Partners LLC
Richmond Brothers, Inc. Sponsors Ed Slott’s Retirement Rescue! During WKAR Fundraising Campaign
Show airs December 2 through 9 on WKAR Public Media Station - December 06, 2012 - Richmond Brothers, Inc.
Cedar Brook Financial Partners Adds High Demand Financial Planning Service for Public Employees
Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees. - December 05, 2012 - Cedar Brook Financial Partners LLC
Beacon Financial Advisors, LLC Celebrates 10 Years of Providing Service to Residents of the Greater Kansas City Area
Kansas City’s Fee-Only Financial Planner Marks its 10 Year Service Anniversary this Quarter. - December 04, 2012 - Beacon Financial Advisors, LLC
Local Advisors David Richmond & Matthew Curfman Attend Exclusive Retirement Planning Workshop with America's IRA Expert Ed Slott
David Richmond, MSFS, CLU®, ChFC® and Matthew Curfman, CFP®, completed expert-level IRA distribution training at Ed Slott’s recent Master Elite IRA Advisor GroupSM Workshop on November 2 - 4 in Phoenix, Arizona. Richmond and Curfman spent several days with Ed Slott and Company,... - November 21, 2012 - Richmond Brothers, Inc.
"Will I Outlive My Money?" Seminar Targets Retirement Issues
Free seminar will discuss financial planning questions and concerns for retirement. - November 11, 2012 - Daniel A. White and Associates
Cedar Brook Financial Partners' Timothy Lata, CLU(R), ChFC(R) Celebrates 20th Anniversary
Financial services advisor at one of the region’s largest independent wealth management firms celebrates 20 years of delivering individualized financial plans. - November 03, 2012 - Cedar Brook Financial Partners LLC
Solutions Money Management Opens Cape Coral Office
Michael A. Conticelli, CFS, CDFA announces the launching of Solutions Money Management in its new office in Cape Coral. Solutions Money Management provides financial services to individuals and small businesses. “We launched Solutions Money Management because we noticed a definite need in... - November 03, 2012 - Solutions Money Management
iPlan Group Sponsors Ohio Real Estate Investors Association Conference
The 2012 Ohio Real Estate Investors Association (OREIA) Conference is taking place from November 8-11, 2012. The conference hosts the country’s largest convergence of real estate professionals and investors, who will meet to discuss new strategies for wealth and investing strategies. iPlan Group, Ohio’s premier custodian of self-directed IRAs, is excited to sponsor the event. - October 27, 2012 - iPlan Group
Free Financial Planning Seminar Addresses Retirement Issues
"Will I Outlive My Money?" targets concerns and questions about retirement assets. - October 26, 2012 - Daniel A. White and Associates
CAPTRUST Expands in Another Top Retirement Market
Firm’s growth steady with the opening of its newest office in Manhattan. - October 25, 2012 - CAPTRUST
Cedar Brook Financial Partners Welcomes Linda Parker
Linda Parker joins Cleveland-based wealth management firm as Executive Assistant to Firm Principal, William Glubiak. - October 21, 2012 - Cedar Brook Financial Partners LLC
Free "Will I Outlive My Money?" Financial Planning Seminar Offers Advice to Retirees for Their Golden Years
Daniel A. White and Associates will host this free financial planning seminar for retirees and those nearing retirement. - October 20, 2012 - Daniel A. White and Associates
Seminar: Free Financial Advice to Secure Your Retirement
Dan White will host a free financial planning seminar for retirees and others in need of financial advice for their golden years. - October 17, 2012 - Daniel A. White and Associates
The Malta Retirement Programme Assesment by John Huber and Associates Tax Services Malta
Malta is an excellent place to retire at any age hence the introduction of the Malta Retirement Programme appeases the requirements of many EU , EEA or Swiss nationals whose main income is from pensions, retirement schemes and plans and lifetime or temporary annuities. The policy is supported by an attractive tax structure, amongst other advantages. Foreigners residing in Malta are not taxed on their worldwide income but only on Maltese source income and on foreign income remitted to Malta. - October 05, 2012 - John Huber and associates Tax Consultants
Lee Wealth Solutions Honors the Palm Beach County Police Benevolent Association Officer of the Year for Bravery Above and Beyond the Call of Duty
Lee Wealth Solutions is proud to support the work and dedication of law enforcement officers everywhere, and this year was no exception. The Palm Beach County Police Benevolent Association held their annual Police Officers’ Ball at the Ritz Carlton Hotel in Palm Beach, where Randy and Holly... - October 02, 2012 - Lee Wealth Solutions
National Wellness Leader and Senior Executives Discuss Health as a Business Strategy
Intercare Insurance Solutions, one of the fastest growing full-service employee benefit consultants in Southern California is presenting on a panel for the National Human Resources Association, Orange County Chapter’s breakfast meeting on October 16, 2012. - September 22, 2012 - HUB International - West Region
Bonita Springs - Naples Wealth Management Firm, Pelican Wealth Advisors, Hosting Free Identity Theft Prevention Workshop
Dr. Frank Ragonese of Bonita Springs - Naples wealth management firm Pelican Wealth Advisors, and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, will be presenting a free identity theft workshop on Tuesday, October 2nd at 11:30am at the Crexent Center in Bonita Springs. RSVP to Pelican Wealth Advisors at (239) 985-4098. - September 19, 2012 - Pelican Wealth
Cedar Brook Financial Partners' Kristen Moran, CFP(R), is Named Director of Jeremy Cares, Inc.
Kristen Moran, Director of Wealth Strategies for Cleveland-based wealth management firm volunteers to help non-profit expand its footprint in Northeast Ohio. - September 15, 2012 - Cedar Brook Financial Partners LLC
CAPTRUST Launches Website for Nonqualified Plan Sponsors
CAPTRUST, the nation’s leading independent, fee-based, retirement consulting firm, announces the launch of www.captrustnonqualified.com, a website that offers an objective and holistic perspective on best practices for nonqualified deferred compensation plans. The website offers a concise... - September 14, 2012 - CAPTRUST
Ed Slott Live in Jackson
America’s IRA Expert will present in Jackson, Michigan to help the community protect their retirement savings from costly errors and needless and excessive taxation. - September 13, 2012 - Richmond Brothers, Inc.
Cedar Brook Financial Partners Welcomes Certified Financial Planner(R) Andrew Denis as Partner
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that Andrew Denis has joined the firm as a Partner. The advisors at Cedar Brook, one of Northeast Ohio’s largest independent wealth management firms, offer a wide range of customized financial advising... - September 06, 2012 - Cedar Brook Financial Partners LLC
Intercare Insurance Solutions Named "Best Places to Work" Finalist by San Diego Business Journal
For the fourth consecutive year, Intercare Insurance Solutions, a fast-growing, San Diego-based full service commercial insurance brokerage has been recognized as one of San Diego’s best places to work. - August 31, 2012 - HUB International - West Region
Rocky Bleier and Son, Adri Bleier, Form Bleier Zagula Financial to Help Safeguard Pittsburgh Area Retirees
The growing concern with seniors and baby boomers is how to safely prepare for retirement in these volatile economic times. Enter local sports hero, Vietnam vet, concerned citizen and business man, Rocky Bleier. - August 27, 2012 - Bleier Zagula Financial
Grace Advisory Group Names New Manager of Port Charlotte Office
Grace Advisory Group announces the appointment of Financial Advisor Marilyn Prevoir as Manager of the company’s Port Charlotte office. The office is at 1777 Tamiami Trail, Suite #300. The company has been serving the Charlotte County area for a number of years. - August 26, 2012 - Grace Advisory Group
Danielle Dion Joins Legacy Family Office
Legacy Family Office, a southwest Florida based Multi-Family Wealth Office, welcomes Danielle Dion in her new position as Client Service Associate. Dion’s experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy... - August 25, 2012 - Legacy Family Office
Savvy Social Security Planning Webinar
60-minute webinar will provide Baby Boomers with what they need to know to help maximize their retirement benefits. - August 18, 2012 - Richmond Brothers, Inc.
Bonita Springs Wealth Management Firm, Pelican Wealth Advisors, Announces Free Educational Workshop with “Dr. Frank” on August 29th
Pelican Wealth Advisors will be hosting a free educational workshop on Wednesday, August 29th from 1:30-3:30pm at the Crexent Center in Bonita Springs. Topic will be “15 Mistakes Lurking in Most Trusts,” hosted by finance and risk management expert, “Dr. Frank.” Those interested in attending must RSVP by calling (239) 985-4098 or email michele@pelicanwealth.com. Space is limited, reservations taken on a first come, first serve basis. - August 16, 2012 - Pelican Wealth
Why do Investment Books Have to be so Boring? With His New E-Book "Investilosophy," Ofir Hirsh Wants to Break That Stigma.
“Investilosophy: Investment Lessons Wrapped in a Story,” by Ofir Hirsh. Finally, an Entertaining And Unconventional Investment Book. A Blend of Fiction, the Real Investment World, and the Wild Beauty of Kauai. - August 14, 2012 - Ofir Hirsh
Cedar Brook Financial Partners Welcomes Compliance Specialist David Anderson, J.D.
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that David Anderson has joined the firm as Chief Compliance Officer. The advisors at Cedar Brook, one of the region’s largest independent wealth management firms, offer a wide range of customized... - August 05, 2012 - Cedar Brook Financial Partners LLC
Retirement-Toolbox LLC Releases New Video: How to Jump-Start a Tax-Free Retirement Plan
How to Jump-Start a Tax-Free Retirement Plan by leveraging low yielding assets like receivables & inventory to accelerate wealth building. How to convert an existing IRA, 401(k) and 403 (b) plan into a tax-free plan. - July 31, 2012 - Retirement-Toolbox LLC
Cedar Brook Financial Partners Hires Chief Experience Officer
Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hired Jennifer Falb as Chief Experience Officer. - July 21, 2012 - Cedar Brook Financial Partners LLC
LP Analyst Expands Dallas Team
Paula Chong joins LP Analyst. - July 20, 2012 - LP Analyst
Randy Lee, President of Lee Wealth Solutions in Florida, Earns Prestigious Award, Credits Work Ethic and Growing Popularity of Boutique Style Financial Firms
In an industry where competition is tough and size used to matter, a new type of financial planning firm is gaining popularity. They are called "boutique" style firms, known for their broad list of financial services and strong attention to customer service. Randy Lee of Lee Wealth Solutions in Jupiter, Florida says customer service is what sets his firm apart from the rest, and the industry is starting to notice. - July 19, 2012 - Lee Wealth Solutions
Retirement-Toolbox LLC Releases New Video: Tax-Free Retirement Plans
Enjoy the Magic and Power of Tax-Free compounding and Easy Access to Your Money When You Need It, Income Tax-Free and Penalty Free. - July 05, 2012 - Retirement-Toolbox LLC
Cedar Brook Financial Partners’ Rebecca Bar-‐Shain Earns Certified Financial PlannerTM Certification
Cleveland-‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-‐Shain, has earned the esteemed CFP® Certification. - June 23, 2012 - Cedar Brook Financial Partners LLC
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners as a Best Employer in Northeast Ohio
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 20, 2012 - Cedar Brook Financial Partners LLC
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, Inc.
New Free Do-It-Yourself Retirement Income Management Website Released by Stanford Business School Graduates
Two recent Stanford MBA graduates have launched a brand new web-based retirement income business model for recent retirees, RetireMoose.com. - June 17, 2012 - RetireMoose
Cedar Brook Financial Partners’ Eric Rubin is Recipient of National Achievement Award
The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row. - June 16, 2012 - Cedar Brook Financial Partners LLC
Experienced Financial Services Professional Joins Cedar Brook Financial Partners
Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks. - June 02, 2012 - Cedar Brook Financial Partners LLC
Diamond Joins FFRN
Mel Diamond Joins Freedom Financial Radio Network - May 17, 2012 - Freedom Financial Radio Network
Lee Wealth Solutions Opens New Location Expanding Customer Access to Comprehensive and Objective Financial Services
At a time when saving for the future seems difficult, it still remains necessary. Lee Wealth Solutions is a boutique style financial planning firm that offers personal and confidential financial planning and investment services to people of all income levels from across the country. Lee Wealth Solutions gets to know their clients, their needs, goals and objectives before coming up with a plan for their future. The time to start planning for you and your family's future is now. - May 14, 2012 - Lee Wealth Solutions
Cedar Brook Financial Partners Promotes Barbara Pal
Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Barbara is a Client Manager for Cleveland-based Cedar Brook Financial Partners. Cedar Brook is one of the region's largest independent wealth management firms. - May 09, 2012 - Cedar Brook Financial Partners LLC