Aug 19, 2010
Robert Williams, CIC, CWS®, of Williams Wealth Management was recognized for 15 years as a Certified Insurance Counselor. He was awarded a certificate for professional leadership and advanced knowledge by the Society of CIC.
Aug 18, 2010
Cornerstone Wealth Management Group talks to local residents about Social Security processes, its solvency and future, and how it affects pension benefits.
Aug 18, 2010
Larry Kushner, founder and president of Cornerstone Wealth Management Group, was recently rated highest in overall satisfaction in Connecticut for financial advisors.
Aug 13, 2010
Padilla & Associates WMG initiates a “Give Back to San Antonio” outreach and sponsorship program benefiting the community starting with the local food bank.
Aug 12, 2010
Steve Bailey is given the elite Loren Dunton Memorial Award for outstanding contribution to the financial services profession and/or the financial interests of the public for 2010.
Aug 05, 2010
Silver Spoon Personal Financial Officers hosted an art auction to benefit the Make-A-Wish Foundation. The proceeds helped send 4-year-old Colby to his dream destination, Disney World.
Jul 21, 2010
Investment Professional Nolan Baker teaches advisors how to market their business by mastering social and marketing media.
Jul 20, 2010
Dorman Financial Management welcomes Lori Canfield to the team.
Jul 20, 2010
Dorman Financial Management (DFM) was ranked by Financial Advisor Magazine as one of the top Registered Investment Advisors in their asset category.
Jul 15, 2010
Bill Matthews of Matthews Financial Services was rated highest in overall satisfaction in in the Dallas area among financial advisors.