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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
Leaf Credit Solutions Helps Companies Build Business Credit and Secure Funding
Bloomfield, New Jersey-based Leaf Credit Solutions has expanded its services to include Business Credit Asset™. The program is a proven, step-by-step system to help companies build business credit and position themselves to secure trade credit and funding. - October 07, 2012 - leaf credit solutions
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
Pertria Volunteers Their Support to the PGA Tour Frys.com Open Tournament
Members of Pertria volunteer at the Frys.com Open PGA Golf Tournament. - October 04, 2012 - Pertria
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
Williams Asset Management Named a Top Wealth Manager by AdvisorOne
Williams Asset Management has been named a “Top Wealth Manager” by AdvisorOne, publisher of Investment Advisor and Research magazines. This is the 12th year that AdvisorOne (and its predecessor publications) have listed the Top Wealth Managers. As in years past, survey participants... - September 26, 2012 - Williams Asset Management
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
MKA Capital Acquisitions Breaks Ground on Second Release of the McKee Subdivision
MKA Capital Group LLC, a real estate firm that manages McKee Development LLC, is breaking ground on the Second Release of the McKee subdivision. It is a 157 unit project where 30 of the 78 lots in Phase I are already sold. Located in Bakersfield, CA, the project is being managed by MKA Capital... - September 21, 2012 - MKA Capital Group Advisors
Asset Protection Manual by Michael Scott Ioane
Protect Your Right to own and Control Property.Properties and assets you worked hard for can be lost to opportunists. - September 19, 2012 - Asset Protection Manual
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
Tyson Asset Management Inc. Announces Appointment of New Economics Chief
Tyson Asset Management Inc. is pleased to announce the appointment of Clive Noble as Chief Economist to head up the company's Research and Forecasting Division. - September 15, 2012 - Tyson Asset Management Inc.
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
Gary S. Williams Designated as a Premier Advisor in Maryland by the National Association of Board Certified Advisory Practices
Williams Asset Management announced today that its President and CEO, Gary Williams, CFP®, CRPC®, AIF® has been recognized as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management in Maryland. The designation is awarded... - September 14, 2012 - Williams Asset Management
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.
MKA Capital Group Advisors Announces New Website
Website will inform potential investors of services and provide general information about additional projects and current funds. - September 12, 2012 - MKA Capital Group Advisors
Roxem Assets Increases Like on Like Rentals in the First Half of 2012
Roxem Assets GmbH has increased its leasing performance in the first six months of this year in comparison to the first half of 2011. The Berlin-based asset manager has trebled the number of square meters leased on behalf of its clients compared with last year. - September 07, 2012 - Roxem Assets Gmbh
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
Suncoast Advisory Group Advises Physicians on What They Should Know Before They Sell Their Practice
Tips from Certified Financial Planner Rick Helbing of Suncoast Advisory Group in Sarasota, Florida - September 05, 2012 - Suncoast Advisory Group
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
High-End Women’s Apparel Company, Searle™ Seeks Buyer to Exit Bankruptcy
Three Twenty-One Capital Partners, LLC (321 Capital) announced today that it has been court appointed to sell the well-known, high-end women’s apparel company, Searle™/Tom Jones Inc., which operates under the brand name Searle, as an entirety or in parts, through the U.S. Bankruptcy Court of the State of New York. - August 30, 2012 - 321 Capital Partners LLC
Local Financial Advisor Gary S. Williams Calls on Dept. of Labor to Protect Investors’ Access to IRA Advice
Gary S. Williams, President of Williams Asset Management, today called on the U.S. Department of Labor (DOL) to follow a set of criteria while writing their new rule to redefine the term “fiduciary” – a rule that threatens to price millions of Main Street Americans out of... - August 29, 2012 - Williams Asset Management
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
Altium Group LLC, New York City Operation
Altium Group has expanded its Origination and Transaction Division to a new second location in New York City. - August 25, 2012 - Altium Group LLC
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
The Corvus Group Expands Mortgage Brokerage Team
The Corvus Group, Inc., a diversified commercial real estate capital services company that serves public and private sector clients nationwide, announced Barbara Hall joined its Chicago-based commercial mortgage brokerage team as a Commercial Mortgage Advisor. - August 24, 2012 - The Corvus Group
Roxem Secures Pre-Let at Louis Krages Industrial Site, Bremen, Germany
Roxem Assets GmbH, on behalf of Hansteen, has let 20,000 sq m (215,278 sq ft) of warehouse space and 200 sq m (2152.7 sq m) of office space at the Louis Krages site in Bremen’s Industriehafen (industrial port area), Germany. Construction of the warehouse is due to complete on the 1st of May... - August 22, 2012 - Roxem Assets Gmbh
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.
The Futures Bay Will Merge Its Online Trading Platform by the End of 2012
The Futures Bay has announced plans to merge their online trading system with a yet to be named European exchange by the end of the year. - August 17, 2012 - The Futures Bay Limited
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
Reaves Greer of Guardian Capital Advisors Passes Level II Chartered Financial Analyst Exam
Registered Sales Assistant for Local Financial Firm Reaches Milestone in Pursuit of CFA Certification. - August 12, 2012 - Guardian Capital Advisors
Dixon-Meyers Trailways is Acquired by Windstar Lines Inc.
Three Twenty-One Capital Partners, LLC (321 Capital) announced today that it has successfully completed the asset sale of Dixon Meyers Transportation and Dixon Meyers Bus Company d/b/a Dixon Meyers Trailways in Rochelle, IL to Windstar Bus Lines, based out of Carroll, IA. Dixon Meyers... - August 11, 2012 - 321 Capital Partners LLC
International Bentley & Rolls Royce North Sea Rally Sponsored by Brokersclub AG
North Sea Rally Sunday 9 September 2012 Sponsored by Brokersclub AG Organised by International North Sea Rally On Sunday, September 9, 2012, the summer season will be ended in style with a rally along the North Sea, from Knokke to Middelkerke. Enjoy a day filled with Bentleys and Rolls-Royces,... - August 08, 2012 - Brokersclub AG
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
Select Stainless is Acquired by The McAllisters
Three Twenty-One Capital Partners, LLC (321 Capital Partners) announced today that it has successfully completed the asset sale of Select Stainless, a Production and Custom Stainless Steel Manufacturer, to Select Stainless Products, LLC owned by Larry and Betty McAllister, will continue operations... - August 04, 2012 - 321 Capital 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
Windward Capital Partners, LLC Launches New Premium Finance Lending Facility
Traditional Life Insurance Premium funder announces new service launch for estate and tax planning. - July 27, 2012 - Windward Capital Partners LLC
Greenbird Financial Now Offers Currency Options Trading Service to Global Investors
Greenbird Financial, an international brokerage company that specializes on futures and options, forex and derivatives products is happy to announce its currency options trading services to global traders and investors using its most ground-breaking trading platform, the WinTrade platform. - July 25, 2012 - Greenbird Financial
Sara Making a Difference: Raises Money with a Lemonade Stand
Sara Peters, age 6, with her team of Cary Christian friends and her brother, Robert, age 3, offered cupcakes, brownies and the sought after lemonade to much of downtown Raleigh and beyond for the benefit of Men or Armor. - July 21, 2012 - VisionQuest Wealth Management
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
R&K Solutions Releases Enterprise Geospatial Facilities Management Software Solution, GoRPM
R&K Solutions, Inc., a recognized leader in facilities and real property management software and services, today announced the official release of the company’s Enterprise Geospatial Facilities Management software solution, GoRPM. - July 19, 2012 - R&K Solutions, Inc.
Coral Student Fund Backs Round Hill's Acquisition of Nido Portfolio
Coral Student Portfolio, the unique student accommodation fund of funds, has recently participated in one the UK's largest real estate transactions of 2012. Adding further diversification to their portfolio, Coral augments their mix with exposure to premium student housing in the UK's premier market, London. - July 19, 2012 - Coral Portfolio
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
Tyson Asset Management Expands Corporate Finance Division
After booking a record amount of proceeds from IPO fees in the first half of 2012, Tyson Asset Management Inc. is doubling staff in its Corporate Finance department. - July 13, 2012 - Tyson Asset Management Inc.
Greenbird Financial Names New Head for International Brokerage Sales Service
Greenbird Financial recently revealed the appointment of Mr. James Poole as the new head of the firm’s International Brokerage Sales Service Division. - July 11, 2012 - Greenbird Financial
ARGI Financial Group Leads Fiscal Education Campaign in Louisville
ARGI Financial Group, a Louisville-based financial planning firm, has taken a leadership role in the community by forming the ARGI Initiative, a campaign advocating fiscal responsibility & education. The current state of the economy, the rising national debt, unemployment rates, & the... - July 05, 2012 - ARGI Financial Group
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