LBMC Investment Advisors’ Greg Herman Named Barron’s Top 1,200 Financial Advisor for 2024
March 28, 2024 10:17 ET
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LBMC
Nashville, TN, March 28, 2024 (GLOBE NEWSWIRE) -- LBMC Investment Advisors*, a Registered Investment Advisory firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing...
Nicola Wealth Welcomes Wealth Advisors Martine Cunliffe and Robert Gareau to Its Expanding Team
October 25, 2023 12:00 ET
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Nicola Wealth
Vancouver, BC, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Nicola Wealth Management Ltd. (Nicola Wealth), one of Canada's fastest-growing independent wealth management firms, is proud to announce the...
Burnham Gibson Wealth Advisors, LLC Hires Financial Advisor Doug Igel
December 20, 2022 14:39 ET
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Burnham Gibson Wealth Advisors, LLC
IRVINE, Calif., Dec. 20, 2022 (GLOBE NEWSWIRE) -- Burnham Gibson Wealth Advisors, LLC (BGWA), a national investment advisory firm based in Irvine, CA, welcomes well-established Financial Advisor...
Burnham Gibson Wealth Advisors, LLC Hires Advisor
December 13, 2022 12:45 ET
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Burnham Gibson Wealth Advisors, LLC
IRVINE, Calif., Dec. 13, 2022 (GLOBE NEWSWIRE) -- Burnham Gibson Wealth Advisors, LLC (BGWA), a national investment advisory firm based in Irvine, CA, welcomes DJ Sobrepeña as a Financial Advisor to...
Philanthropist and Financial Advisor Earns National Recognition + Funding for Revere Schools Foundation
August 17, 2022 09:31 ET
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Revere Schools Foundation
AKRON, Ohio, Aug. 17, 2022 (GLOBE NEWSWIRE) -- Jason DiLauro, Managing Partner, Branch Manager at The Wealth Advisory Group of DiLauro Wracher & Thomas in Akron, OH, and founder of the Revere...
Credent Wealth Management merges with Personal Wealth Partners
August 11, 2022 10:20 ET
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Credent Wealth Management
FORT WAYNE, Ind., Aug. 11, 2022 (GLOBE NEWSWIRE) -- Credent Wealth Management has announced a merger with Personal Wealth Partners. Personal Wealth Partners will now operate as Credent Wealth...
Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC
June 01, 2022 09:01 ET
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Zoe Financial
NEW YORK, June 01, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform that connects clients with the top five percent of wealth advisors in the country, announced its partnership with GreenUp Wealth...
Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services
May 19, 2022 09:00 ET
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Zoe Financial
NEW YORK, May 19, 2022 (GLOBE NEWSWIRE) -- Zoe, a wealth platform that connects clients with the top five percent of wealth advisors in the country, announced its partnership with Creative Financial...
Zoe Announces 3 Years in Partnership With Metanoia Financial
May 05, 2022 09:01 ET
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Zoe Financial
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Zoe, an innovative wealth platform that connects potential clients with the top 5% of wealth advisors nationwide, announced its third year in partnership...
Zoe Announces Partnership With Michigan-Based RIA, Pathway Financial Planning
April 28, 2022 09:01 ET
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Zoe Financial
NEW YORK, April 28, 2022 (GLOBE NEWSWIRE) -- Zoe, an innovative platform that accelerates wealth creation by connecting potential clients with the top five percent of wealth advisors nationwide,...