Recent Headlines
Nolan Financial Appoints James C. Bailey to Board of Directors
Nolan Financial is proud to announce that James C. Bailey has joined its Board of Directors. - December 23, 2014 - Nolan Financial
Nolan Financial Sets High Industry Standard with Ninth Consecutive Unqualified SSAE 16 II Report
Nolan Financial has obtained the SSAE-16 II audit report with no exceptions noted for nine consecutive years. - December 15, 2014 - Nolan Financial
Ford A. Grifo of Grifo & Company, PLLC is a BEST of michbusiness Award Winner
Ford A. Grifo and nearly 100 other honorees in various categories will be celebrated in grand style at the michbusiness Award’s version of the Oscars, sponsored by the Michigan Business and Professional Association. Ford A. Grifo will be honored in the category of “The CPA That Adds Up." - November 15, 2014 - Grifo & Company, PLLC
ZarVic Brothers LLC to Issue 8% Senior Secured Notes
ZarVic Brothers LLC will privately offer senior secured notes 8% due 2020 to qualified institutional and private investors. - November 12, 2014 - ZarVic Brothers LLC
In Need of More Than Just a Financial Advisor? New Jersey’s Ventura Wealth Management to Sponsor the 9th Annual Wine & Food Tasting Fundraiser.
Ventura Wealth Management is proud to announce that this year they will be attending the 9th Annual Wine & Food Tasting Fundraiser as a burgundy sponsor for PEI Kids. - October 17, 2014 - Ventura Wealth Management
The Tour de Finance Forum 2014 – Returns to Italy in October
The Spectrum IFA Group and Le Tour de Finance 2014 is back for its autumn tour and this time they are visiting the East coast of Italy and returning to Tuscany. - October 15, 2014 - The Spectrum IFA Group
New Jersey’s Ventura Wealth Management Sponsors Point Pleasant Education Foundation at the Manasquan River Golf Club
In 1992, the Point Pleasant Beach Public Education Foundation was formed in order to provide grants to students for learning opportunities that would otherwise not be budgetarily possible. - September 18, 2014 - Ventura Wealth Management
CCR Wealth Management Expanding Team
CCR Wealth Management, a Westborough, MA based financial services firm recently hired Tara Rice as a Client Service Specialist. - September 12, 2014 - CCR Wealth Management
Cedar Brook’s Rebecca Bar-Shain, CFP®, MBA, is Selected by Women’s Choice Award® as One of Top Financial Advisors in the U.S.
National organization recognizes Cleveland’s Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients. - September 12, 2014 - Cedar Brook Financial Partners LLC
Le Tour de Finance Returns in October 2014
The Spectrum IFA Group together with Le Tour de Finance are returning for a series of events this October in France. - September 04, 2014 - The Spectrum IFA Group
Asset Allocation – Florida Retirement Advice from Ventura Wealth Management
Investing can be a risky venture for many people, which is why it is necessary to minimize risk and maximize profit by creating a personalized investment portfolio. - August 13, 2014 - Ventura Wealth Management
Cogs4Cancer and The Spectrum IFA Group
The Spectrum IFA Group have agreed to sponsor Lee Mutch for his epic ride from Ancona in Italy to Antibes, France in October 2014. - August 08, 2014 - The Spectrum IFA Group
ExitCoachRadio.com Featured Theresa Oatman as Leading Expert in Stock Option Compliance
Theresa Oatman, CEO of Stock Connections, Inc. was interviewed on the ExitCoachRadio.com show with host Bill Black. Ms. Oatman presented her expertise with tips, ideas and precautions that are important for business owners to consider as they contemplate growing and protecting the value of their... - July 23, 2014 - Stock Connections Inc.
Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014 - Cedar Brook Financial Partners LLC
Dan McElwee Makes an Appearance on MoneyLife - Ventura Wealth Management, New Jersey
Ventura Wealth Management is excited to announce that Dan McElwee, Executive Vice President and Wealth recently appeared on ‘Money Life’, a self-proclaimed, “online resource for news and opinions on personal finance…” - July 13, 2014 - Ventura Wealth Management
Nolan Financial Grows While Remaining True to Founding Principles
Nolan Financial has expanded its team with a series of new hires that will help drive its growth while servicing its growing client base. - July 09, 2014 - Nolan Financial
Nolan Financial Launches a New State-of-the-Art Website
Nolan Financial has launched a new responsive website that was created with functionality across all types of devices - desktops, smartphones and tablets. The new website offers informative Nonqualified Retirement Plan content with an attractive layout and easy to use navigation. - June 30, 2014 - Nolan Financial
Guardian Capital Advisors, LLC Expands Team with Katie Ball
Local Financial Advisory Firm Adds Client Relations Coordinator - June 25, 2014 - Guardian Capital Advisors
Texas Capital Group Adds New Cash Flow Funding Options for Small Businesses
A leading invoice factoring provider, Texas Capital Group works independently and provides cash flow funding solutions to various small and medium sized businesses. The company provides asset based funding solutions and related financial services to businesses in need of immediate cash. After the invoices submitted by a company are checked and verified, Texas Capital Group funds the business within 24 hours. - June 24, 2014 - TX Capital Group
Ventura Wealth Management Now Offers Families Wealth Management Services from Top Financial Advisors in New Jersey
Ventura Wealth Management, a Register Investment Advisor (RIA) wealth management company with top financial advisors in New Jersey, is now offering new families the chance to set up a financial plan for the purpose of bringing them out of debt. - June 18, 2014 - Ventura Wealth Management
Plia Systems Acquires SJ Levinson & Sons
Matthew Celebuski to become CEO; Eric Moore to become President. - June 16, 2014 - SJ Levinson & Sons, LLC
HMT LLP Advised on the Management Buyout of the EPI Group
HMT LLP, led by partner Ian Barton and supported by manager Julia Carruthers, advised Management and Newco funded by Palatine Private Equity (“Palatine”) and The Royal Bank of Scotland (“RBS”) on the management buy-out of Surrey-based seismic consultancy firm, The EPI Group (“EPI”). - June 16, 2014 - HMT LLP
Global Trust Depository is Now Offering Paymaster Services
Global Trust Depository has just announced that the firm is now offering Paymaster Services in addition to their current services including Safe Keeping Receipts, Authentication Reports, Fiduciary Services and more. Paymaster Services are best suited for clients that need assistance with receiving... - May 28, 2014 - Global Trust Depository
Financial Planning Firm, Speir Financial, Hosts Workshop on Retirement Income: "What Are My Options"
Financial Planning Firm, Speir Financial Services, will hold seminar on Retirement Income “What are my Options” featuring James J Speir, prominent member in the metro Detroit community and founder of Speir Financial Services. Speir will be hosting this event at Ginopolis Bar-B-Q... - May 21, 2014 - Speir Financial
Global Trust Depository is Taking New Clients for Safekeeping Receipts
Global Trust Depository has just announced that the service is now taking new clients for safekeeping receipts. Global Trust Depository can accept almost any kind of valuable assets for safekeeping purposes. The service contracts out with local bank vaults for storage facilities and can issue a... - April 23, 2014 - Global Trust Depository
Top Financial Advisors at Ventura Wealth Management Update Company Website to Bring Latest Information to Clientele
Ewing, NJ based leader for comprehensive financial planning consultancy services, Ventura Wealth Management has announced that the company has recently updated their website to deliver the latest information to their clients across the region. - April 12, 2014 - Ventura Wealth Management
Kristi N. Lefforge Joins IntrapriseTechKnowlogies LLC
IntrapriseTechKnowlogies LLC (ITK), a CPA firm focused on technology management consulting is pleased to announce that Kristi N. Lefforge has joined ITK as director of its Consulting Services division. Kristi will manage a team that will focus on IT auditing and business solutions... - March 30, 2014 - IntrapriseTechKnowlogies LLC
The Spectrum IFA Group Expands in Holland and Belgium
The Spectrum IFA Group are delighted to announce that David Elkan has joined the office in Holland. David has worked in Financial Services for the past 26 years covering all aspects of financial planning and investment advice. Initially working within a large offshore brokerage in South East Asia,... - March 29, 2014 - The Spectrum IFA Group
M&T Bank Sells Assets of Powell Steel Corporation
Three Twenty-One Capital Partners, Inc. (321 Capital) Investment Banking Firm to M&T Bank on the Powell Steel transaction, announced recently that their client, M&T Bank, has completed a UCC Sale involving the assets of Powell Steel. - March 27, 2014 - 321 Capital Partners LLC
Michelle Cortés-Harkins Earns Certified Divorce Financial Analyst Designation (CDFA™)
Harkins Wealth Management, LLC has announced that Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA™). Harkins Wealth Management is... - March 25, 2014 - Harkins Wealth Management, LLC
Global Trust Depository is Taking New Clients for Bonded Courier Services
Global Trust Depository has just announced that the service is now taking new clients for bonded courier services. This is one of the best ways to deliver official, valuable and important information from a service with a professional standard and a reputable image. The company is also taking... - March 21, 2014 - Global Trust Depository
The Spectrum IFA Group Expands in Tuscany, Italy
The Spectrum IFA Group are delighted to announce that Peter Francis has joined the Italian team in the Lucca area. Peter has worked in Financial Services for 25 years covering all aspects of financial planning and investment advice. Initially working within a large bank brokerage and then moving... - March 14, 2014 - The Spectrum IFA Group
Ventura Wealth Management Helps Secure Retirement Funds for a Better Future
Nearly 94% of all Americans desire a stable and secure retirement lifestyle where they can enjoy their luxuries without worrying about the costs. Some may wish to travel and see the world while others may be happier at home with their families; but regardless of what they want to do during... - March 08, 2014 - Ventura Wealth Management
The Spectrum IFA Group Expands in Madrid
The Spectrum IFA Group are delighted to announce that Conor MacSherry has joined Paul Bristow and Chris Webb in the Madrid office. Conor has worked in Financial Services for 27 years covering all aspects of protection, mortgages, investment and retirement planning. Through many years of management... - March 07, 2014 - The Spectrum IFA Group
Lampert Capital Markets Appoints Tobias Lenza as Managing Director and Head of Equity Capital Markets
Lampert Capital Markets, Inc. announced today that Tobias Lenza has been appointed as Managing Director - Equity Capital Markets. Mr. Lenza will spearhead the firm’s expansion into providing a differentiated equity product to institutional and retail investors on managed offerings as well as... - March 03, 2014 - Lampert Capital Markets
Waterway Wealth Management Opens New Branch Office in Albuquerque
Albuquerque is the new home of growing financial wealth services firm based in The Woodlands, Texas. - February 14, 2014 - Richie's Specialty Pharmacy
Global Trust Depository is Taking on New Accounts for 2014 as a Third Party Holder of Assets
Global Trust Depository makes a 2014 New Year’s resolution to acquire new accounts as a Third Party Holder of Assets. - January 15, 2014 - Global Trust Depository
Absolute FC, Inc. Expanding Again in the New Year
Economy bright in 2014, Absolute FC, Inc brings big business to Dallas. With an already successful company assisting business owners in everything from websites to funding, Absolute FC, Inc. has now welcomed Texas in their growing business endeavors while helping mainly small business owners and nonprofits. - January 07, 2014 - Absolute FC, Inc.
Guardian Capital Advisors, LLC Receives CEFEX Certification
Local Financial Advisory Firm Joins Elite Group of Advisors Through Certification from the Centre of Fiduciary Excellence. - December 25, 2013 - Guardian Capital Advisors
Hilltop Home Raises Funds Through the Annual Performance of a Christmas Carol
Local Nonprofit Intermediate Care Facility for Children Partners with Area Businesses This Holiday Season - December 21, 2013 - Guardian Capital Advisors
Global Trust Depository is Now Capable of Providing Evaluation Reports for High Value Assets of Their Clients
Keep your Assets Safe and Deposit with Full Confidence after Transparent Appraisal and Evaluation Services by Global Trust Depository - December 16, 2013 - Global Trust Depository
Ventura Wealth Management Offer Team Focused Solutions as a Leading Financial Advisor
Ventura Wealth Management, the financial services specialists based out of Ewing, NJ are now offering its services as a trusted financial advisor to businesses and individuals across the local region. Ventura Wealth Management, an independent Registered Investment Advisor, offers expertise in the... - December 06, 2013 - Ventura Wealth Management
Global Trust Depository Announces Trust Services for International Markets
Global Trust Depository has just announced that the company is offering trust services for international markets. Some of the countries that they cater to include Hong Kong, Indonesia, Germany, Switzerland, Italy, England, Mexico, Portugal, and Spain. Global Trust Depository provides a number of... - November 09, 2013 - Global Trust Depository
Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, Joins The Gathering Place Board
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center. - November 03, 2013 - Cedar Brook Financial Partners LLC
Guardian Capital Advisors, LLC Expands Team with Two New Hires
Local Financial Advisory Firm Adds Maddy Carlson as Client Relations and Marketing Coordinator and DeAnn J. Alphin as Office Administrator - October 31, 2013 - Guardian Capital Advisors
Le Tour de Finance is Heading to Spain
Following the recent success in Italy and France, Le Tour de Finance is heading to Spain. The Spectrum IFA Group, in collaboration with Currencies Direct are proud to announce the Spanish leg of the Tour that begins on Tuesday 15th October in Barcelona before moving on to the Costa Blanca, Almeria... - October 13, 2013 - The Spectrum IFA Group
The Spectrum IFA Group Expands Into Northern Italy
The Spectrum IFA Group are delighted to announce that Daniel Shillito has joined the group to cover Northern Italy and will be based in Milan. - October 02, 2013 - The Spectrum IFA Group
Convergence Announces Launch of New Website
Convergence, an advisory formed to work with alternative and traditional asset managers to achieve optimal performance across their infrastructure platforms announced the launch of a new website. - September 18, 2013 - Convergence LLC
Farmland Price Growth Flattens Across Mid-South and Southeast in Second Quarter; Outlook is Stable
The pace of farmland price appreciation across the Mid-South and Southeast U.S. continued to flatten in the second quarter, according to the latest Farmland Market Survey released today by Farmland Investor Letter. - September 06, 2013 - Mercator Research LLC
Erin K. Brown Carter Attends LPL Focus13 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors
More than 5,700 total attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. - September 06, 2013 - OnPath Financial, LLC