Summit Financial Services Group Offers Discounted Bundle Services
NANUET, N.Y., Nov. 28, 2011 — Summit Financial Services Group is pleased to offer two distinct services for this tax season beginning immediately and ending on December 31st, 2011.
The first service is a free report containing “The Top 5 Tax Secrets The IRS Does Not Want You To Know And How To U…
More Than 7,000 First-Month Visitors Register for ‘Funding Your Finances’
Foundation Financial Group to give away two $15,000 grand prize drawings
JACKSONVILLE, Fla., March 16, 2011 — Financial services company Foundation Financial Group is experiencing a surge in traffic to its website since launching its “Funding Your Finances” sweepstakes.
Since…
Cali Pearl Corp. Advises, ‘Ladies, Don’t Be Afraid to Grab the Financial Reins – it’s Sexy!’
GREENSBORO, N.C., Feb. 22, 2011 — “The idea of men being intimidated by a financially independent woman no longer holds true,” said Sherri Brown, managing partner of Cali Pearl Corp. (http://www.calipearl.com), a North Carolina-registered investment advisor. “In fact,…
Financial Planners Offer Tips to Strengthen Fiscal Future
Financial planners offer tips to people procrastinating on their New Year’s resolution to strengthen their personal finances
BOSTON, Feb. 17, 2011 — Strengthening finances is at the top of many New Year’s resolution lists. However, many fail because this idea is too broad. If this…
Financial Planners Are Key to Retirement Success, Regardless of Age
Senior financial planners are key to a successful retirement, especially since Americans are increasingly reaching the age of retirement without the funds to do so comfortably
BOSTON, Jan. 13, 2011 — With the baby boomer generation nearing retirement age, independent financial planners are i…
Plan Your Own Financial Future
Acquire the know-how to question advisors, make informed decisions
TAMPA, Fla., June 8, 2010 — David Mendez V., CRPC, was managing clients’ investments for a large firm in 2007 when he began to notice the unmistakable signs of an economy heading toward collapse. He alerted his co-workers,…
The Financial Planning Association Selects Advisors Trusted Advisors’ Business Building Program
MEDFIELD, Mass., Sept. 23, 2009 — Determining the right steps to take, in the right order, to build an advisory business is a challenge for many. To give advisors the guidance they need, Advisors Trusted Advisor has assembled a time- and experience-tested process in a newly released program, R…
AskTaxGuru.com Launches Free Tax Professional Search Service
SOUTH RIVER, N.J., Jan. 13, 2009 — As taxpayers receive their 1099 and W-2 forms, free online tax resource AskTaxGuru.com (http://www.asktaxguru.com) is making it easier to find reliable tax professionals to handle the next steps. The site has just introduced its free Tax Professional Search a…
