Search by Tag: Financial Advice

2019-11-01 | Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael Wilson

2019-08-22 | Profit First Professionals Help Guide Businesses to Higher Profitability

2019-08-20 | Michael Walters Advertising assisted Affinity with this initiative by designing an engaging and attention-grabbing advertising and marketing campaign that educates members about saving and incentivizes them with cash prizes to take action.

2019-08-05 | One of 13 winners nationwide honored for promoting "equal opportunity for everyone" in financial advisory industry

2019-07-18 | Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.

2019-07-12 | In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.

2019-06-26 | "Our business structure and team's diverse industry experience enable us to dive in and create programs that respond quickly to the needs of independent advisors."

2019-05-03 | Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance

2019-04-01 | The list is based on employer and employee surveys delving into everything from company culture and benefits to career paths and more

2019-03-06 | "Our unique structure empowers advisors to build their practices as they see fit."

2018-10-19 | Financial Framework Blog Weighs In

2018-06-20 | FLINTFACE is performing at this year's annual EXPOSURE Concert happening at the Cove in Depew June 22, 23 and 24. Proceeds help men and women victimized by domestic violence to get their lives back.

2018-05-11 | "It's a pleasure supporting their practices as they continue to strive to deliver the very best in service and sound financial advice to their clients."

2018-04-11 | "Each advisor who joins our team has a unique practice with their own vision of the future."

2018-03-26 | InvestmentNews partnered with Best Companies Group to establish this year's top 50 great places to work.

2018-02-11 | "It's a privilege to welcome Kelly Wamble to Olympic Investment Group and our network of independent advisors."

2018-02-03 | "We found the expertise of the Financial Advocates' team to be complementary to our practice.."

2018-01-27 | "Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules.."

2017-12-23 | We've all experienced moments when we wished we'd been better informed and able to avoid a tough situation involving money. Fortunately, this advice will help you make better financial decisions whatever your age and especially if you have a family

2017-10-27 | Campaign raises awareness of military members' financial troubles with free financial advice and plans