529s Can Be Estate Planning Vehicle
August 20, 2020 15:35 ET
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The Education Plan
Santa Fe, NM, Aug. 20, 2020 (GLOBE NEWSWIRE) -- There are many tax benefits to 529 college savings plans, including tax-free growth and tax-free withdrawal when the 529 funds are used for qualified...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Mike Poulin as Senior Financial Planner
August 07, 2020 12:03 ET
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Optimize Wealth Management
TORONTO, Aug. 07, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Mike Poulin to the firm. Mike has 25 years experience helping families...
Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Belmont Village Financial Group
July 27, 2020 13:55 ET
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Optimize Wealth Management
TORONTO, July 27, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management is pleased to announce its recent acquisition of Belmont Village Financial Group. With this latest addition, Optimize expands...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Dino Berardocco as Senior Financial Planner
July 21, 2020 14:43 ET
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Optimize Wealth Management
TORONTO, July 21, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Planner Dino Berardocco to the firm. Dino has been in the financial services industry...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Joe Borges as Senior Financial Advisor
July 14, 2020 13:56 ET
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Optimize Wealth Management
TORONTO, July 14, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Advisor Joe Borges to the firm. Joe has over 30 years experience in the financial...
THE CORTALE GROUP Helps Clients Understand How to Transfer Wealth Successfully
July 10, 2020 14:13 ET
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The Cortale Group at LPL Financial
WASHINGTON, July 10, 2020 (GLOBE NEWSWIRE) -- The Cortale Group at LPL Financial, a leading investment advisory firm, announced its upcoming presentation on the transfer of family wealth – why...
UPDATE - Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Bellmore as Senior Financial Advisor
July 07, 2020 09:25 ET
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Optimize Wealth Management
TORONTO, July 07, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Advisor Patrick Bellmore to the firm. Patrick has over 15 years experience in the...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Patrick Belmore as Senior Financial Advisor
July 06, 2020 11:01 ET
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Optimize Wealth Management
TORONTO, July 06, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the addition of Senior Financial Advisor Patrick Belmore to the firm. Patrick has over 15 years experience in the...
Optimize Wealth Management Furthers its Nationwide Expansion by Welcoming Leigh Hogg as Senior Financial Planner
June 26, 2020 15:08 ET
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Optimize Wealth Management
TORONTO, June 26, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Leigh Hogg to the firm. Leigh has over 35 years experience in the...
Bianchi & Brandt Expands Law Practice Adds Transactions & Estate Planning Attorney
June 25, 2020 11:00 ET
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Bianchi & Brandt
SCOTTSDALE, Ariz., June 25, 2020 (GLOBE NEWSWIRE) -- Bianchi & Brandt, a full-service law firm with an emphasis on the cannabis and hemp industries, today announced the addition of attorney...