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Working With A Financial Planner |
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 More and more people are meeting with a financial planner or advisor. They are not for the very wealthy anymore. Perhaps you need a check-up on your current finances or you want to make sure you have enough to retire or you need someone to manage your money or you have a life change and want to check in with a financial professional (i.e. new baby). To get the most out of your meeting and relationship, the following list will provide guidelines and questions to ask. Read full article »
ยป financial planner
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Latest News - Janney Montgomery Scott LLC Hires H. Jeffrey Spivack as Director of Financial and Estate Planning (Centre Daily Times)
Janney Montgomery Scott LLC ("Janney"), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, announced today that H. Jeffrey Spivack has joined the established team of professionals in the Firm's Wealth Management department as Director of Financial and Estate Planning, bringing 22 years of financial service experience to ... - Financial-planning firm asked to drop SURS name, logo (The Champaign News-Gazette)
The State Universities Retirement System of Illinois, otherwise known as SURS, has asked a local company to stop using its name and a SURS-like logo in its marketing of financial services. The Champaign company, called SURS Assist, has sent letters and brochures to SURS members advertising financial-planning services. Its logo includes the name SURS and the state of Illinois outline; SURS ... - Financial planning seminar for families of special needs children (Naples Daily News)
Eden Florida, which offers services for Southwest Florida children with autism, is hosting a seminar in Naples for families to learn about financial planning for special needs children.
Provider: Yahoo! News |
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