Tag: Investment Services
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Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado
PUEBLO, Colo. — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and…
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Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone
DELRAY BEACH, Fla. — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.
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DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif. — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
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Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs
COLORADO SPRINGS, Colo. — Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.
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Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource
NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base from which to operate.
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Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year
FRANKLIN, Tenn. — Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean’s 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean’s 2020 and 2021 lists.
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Blaylock Van Partners with Seaport Global to Expand Market Reach
NEW YORK CITY, N.Y. — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock…
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Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois
WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.