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financial advisors Press Releases

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By Viva La Brand
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

By Viva La Brand
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.

By Viva La Brand
Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks.

By Laura Sheridan
Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm.

By Laura Sheridan
Barbara Pal, a 33-year industry veteran, has received a promotion to Client Manager at Cedar Brook Financial Partners. Cedar Brook is a Cleveland-based wealth management firm. It is one of the region's largest independent financial planning firms.

By Viva La Brand
Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

By Buzek Wealth Advisors
Cleveland-based Buzek Wealth Advisors joins Cedar Brook Financial Partners to increase its geographic footprint and capabilities.

By Laura Sheridan
Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

By Laura Sheridan
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities.

By Laura Sheridan
For 5th year in a row, wealth management firm raises money for American Heart Association’s Go Red for Women Campaign.

By Solutions for Financial Advisors, LLC
After coaching business owners for 14 years, business coach Stan Mann is now specializing in helping independent financial advisors.

By Faith M. Jackson
“When it comes to saving for retirement, there is never a better time than today to assess your prospects toward meeting your goals by becoming educated and adapting to change.”

By Laura Sheridan
Megan Farnsworth, Senior Account Manager of Cleveland-based Cedar Brook Financial Partners' Employee Benefits Division, hits 5-year career milestone.

By Extraco Financial Services
Financial Advisors Bill Dietz and Craven Green of Extraco Banks in Central Texas are named to Raymond James Executive Council for the second consecutive year.

By Laura Sheridan
Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

By Laura Sheridan
Susan Svenson, a twenty-year financial services veteran, joined Cleveland's Creekside Financial Advisors as a client manager.

By Dave Horton
Today's economic climate requires skill and expertise to navigate. Future Planning Systems, Inc. shows why it is important to get guidance when it comes to your wealth.

By Laura Sheridan
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments.

By Laura Sheridan
Shannon Barry, a retirement plan educator, has joined one of the region's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager.

By Beacon Financial Group
Randy Landsman, President of Beacon Financial Group is honored to announce the firm has received the prestigious honor of becoming a preferred financial planning firm for the International Special Olympics.

By Long Term Care Insurance | Kurt Lauman | LTCFP
"When Financial Advisors Recommend Long-Term Care Insurance (LTCi), They Can Save Their Clients and Themselves a Bundle." Say Kurt Lauman a Long Term Care Insurance Specialist & Partner with LTC Financial Partners. (LTCFP)

By Keith Springer
Emerging Stocks Drop to 14-Month Low as Fed Sees Economic Risk Keith Springer discusses why investors were disappointed in the Federal Reserve’s market outlook following the Federal Reserve Open Market Committee meeting.

By EVANS Group Financial Advisors
EVANS Group Financial Advisors in Cheshire, CT, will host a free investment and financial opportunities seminar on Wednesday, September 21 titled "Dealing with Debts, Dips and Doubts". Keynote speaker will be Dr. Chris Ball of Quinnipiac University.

By Ascensus
Ascensus, a leading retirement plan solutions provider, today announced that it has appointed Karen Olsen, Jason Timko and Anna Toy as Regional Vice Presidents for its Florida, New York Metro and Pacific Northwest territories, respectively.

By Springer Financial Advisors
Keith Springer discusses how the U.S. markets will survive the current economic conditions in his new book and live on Fox Business in video, "Springer: Next Generation Needs to Spend."

By Pelorus Advisors
Pelorus Advisors, a financial busines coaching firm in West Hartford and Cheshire, CT, has named Cheshire, CT, resident David Mercugliano, a managing partner who will be responsible for their Health Care Services practice division.

By Corporate Finance Associates
Corporate Finance Associates, an international middle-market investment banking services firm, announced the recent addition of James H. Gerberman to their Houston office.

By Accru Chartered Accountants
Accru Chartered Accountants believe in ‘putting people first’. They focus on leveraging their resources to achieve maximum success for their clients on a personal basis.

By Laura Sheridan
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast OH, has elevated two partners' roles. Azim Nakhooda is now managing principal and Peter Franz is the chief investment officer.

By Theresa Palazzo
R.S. Palastro Financial Planning Services, Inc. will be attending Trade Brooklyn an exciting trade show event for Brooklyn businesses hosted by former FOX 5 news anchorman John Roland.

By Marin Consulting
Seasoned Wealth Management Advisor Lacey Buteyn Brings Energy and Fresh Perspective to Texas Financial Resources' Client Base

By Mark D. Austin
SBA Secondary Market Premiums Remain Strong! Community Bank Lending Partner Generates 25.8% Return on Asset

By Bella Vita Books
End-of-life issues are an uncomfortable topic. Statistics confirm that the vast majority of people do not leave adequate documentation of their wishes.

By Synergy Marketing Group, Inc.
Peloton Wealth Strategists today released a new white paper exposing the pitfalls of overly complex and expensive investment and portfolio diversification strategies.

By Allison Williams
According to Provideo Financial analyst, Microsoft has delivered an exceptional product in Windows Phone 7, but its success remains to be seen and it will depend heavily on corporate adoption of the platform.

By Richmond Brothers Financial Management Specialists
Richmond Brothers Financial Management Specialists, Inc. newly redesigned website offers many free resources for baby boomers planning for their retirement years ahead.

By Rizk Public Relations
Kistler Tiffany Advisors announces an evening with Philadelphia Phillies General Manager Ruben Amaro, Jr. This event is an incredible opportunity to hear from a true baseball insider with a strong connection to our community.

By Admin
Just in Time for Foster Youth (JIT) provides emancipated foster youth with opportunities for self-sufficiency through emergency support, essential resources, and caring personal guidance at critical junctures on their path to independence.

By The Retirement Group 800-900-5867
Are you familiar with critical illness insurance? It doesn’t get as much attention as disability insurance or long term care coverage. But if you face a serious health threat, a critical illness policy can help to ease a financial burden.

By The Retirement Group: Your Partners in Retirement
Inheriting an IRA: Paying Attention to the Rules is another article provided by The Retirement Group: Your Partners in Retirement

By NAIFA-Raleigh
NAIFA–Raleigh (National Association of Insurance and Financial Advisors) is excited to announce local hero, James Worthy, as the first guest speaker for 2010-2011.

By AKA Communications
Cutter & Company, a St. Louis based Independent Broker Dealer Offers Lucrative Opportunities for Financial Advisors. Cutter & Company is a full service independent broker dealer and Registered Investment Advisor. Ranked #4,690 in the Inc. 5000

By Kistler Tiffany
Kistler Tiffany Advisors is proud to announce that the firm is actively recruiting advisors to join the Kistler Tiffany Advisors Team.

By Bluemont Capital Advisors LLC
Bluemont Capital Advisors, LLC, has established its headquarters office in Tyson’s Corner to better serve the increasingly demanding high-net-worth investors who today insist on a personal relationship and complete understanding of the economy.

By World Market Study
This report is built using data and information sourced from proprietary databases, primary and secondary research and in-house analysis by GlobalData’s team of industry experts.

By PlanPlus Inc.
Award-winning financial planning software, PlanPlus Planit has now been launched in Hungary and Russia, with Bulgarian and other variations in development.

By Loic Jeanjean
Arkovi has received confirmation that its application to join the Advisor Websites approved vendor program was successful.

By Jennie Gandhi
A tax consultant plays a significant role in boosting the growth and success of any individual or company. Read the article below to know the basic roles of a tax consultant.

By AdvisorWebsites
Advisor Websites is pleased to announce its new approved vendor: Social Media Coach.

By Lee Smith
Stocks followed overseas markets lower at open, extending Friday's losses despite a brief rally earlier last week.




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