Evan Shear Named to Forbes 2024 Best-in-State Wealth Advisors List
CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that CrossleyShear founding partner Evan Shear has once again...
Joseph Waitkevich of Concord Wealth Partners and Divorce Financial Solutions Achieves CDFA™ Designation
Joseph Waitkevich, a Wealth Advisor at Concord Wealth Partners and Divorce Financial Solutions, has obtained the certification of Certified Divorce Financial Analyst™ (CDFA™). This esteemed...
For 8th Consecutive Year, Michael Silver Named One of Barron’s Top Financial Advisors
Michael’s inclusion in Barron’s Top 1,200 Financial Advisors highlights his dedication to his clientele, his nearly three decades of experience in the field, and his...
Magnus Financial Group Announces William ‘Billy’ Bowden Has Joined the Firm as a Senior Vice President
Magnus Financial Group LLC (“Magnus”) is pleased to announce that William “Billy” Bowden has joined the firm as a Senior Vice President.Prior to joining Magnus,...
Michael S. Schwartz, CFP®, AEP® Receives Forbes’ Top Financial Security Professional Recognition for a Third Consecutive Year
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been...
GRANTvest Financial Group’s Anthony Caputo Gives Keynote Address to Future Entrepreneurs at Gabelli School of Business
Recently, GRANTvest Financial Group co-founder and Shark Tank entrepreneur Anthony Caputo had an opportunity to impact the future leaders of tomorrow when he was asked...
Owens Financial Group Expands Fiscal Fortress™ Investment Strategy Nationwide
The Move Brings Greater Access to Families Seeking Another Option to Help Fortify Their Retirement Strategy Owens Financial Group has announced that its Fiscal Fortress™...
Centurion Wealth Management Acquires The Rosin CPA Group
Centurion will carry on the Rosin mission to provide top-tier tax compliance and advisory services to clients. Centurion Wealth Management proudly announces its recent acquisition...
Dale Crossley Named to Raymond James 2024 Chairman’s Council
CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management practice based in Merritt Island and Heathrow, Florida, announced today that Dale Crossley, Jr.,...
Introducing NextPhase Community: Groundbreaking Online Hub for Injured Plaintiffs, Personal Injury Attorneys
NextPhase Community, LLC, a digital financial and emotional health platform from Easton, Pa., announced the launch of their first-of-its-kind online community designed exclusively for Injured...