Tag: Financial planning

Financial Advisor and Expert James L. Byrd Featured On Yahoo Finance

James L. Byrd, financial planning expert, was recently featured in Yahoo!Finance as well as Newsweek and other major online media outlets, including CNBC, Reuters, MarketWatch and many others. Daphne, AL – April 12, 2013 – A feature story about James “Jim” Byrd, Owner of Safe Harbor Financial Services, LLC, was recently seen on Yahoo!Finance as […]

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Financial Expert and Advisor Roger A. Rekate, CPA Featured On CNBC.com

Roger A. Rekate, CPA, wealth management and retirement planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Reuters, MSN Money, MarketWatch and many others. Springfield, MO – April 12, 2013 – A feature story about Roger A. Rekate, CPA, President of Advisor Ink, was recently seen […]

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Financial Professionals Grant Conness and Andrew Costa Featured On CNBC.com

Andrew Costa and Grant Conness of Global Wealth Management, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others. Ft. Lauderdale, FL – April 12, 2013 – A feature story about Andrew Costa and Grant Conness, Managing Directors of Global Wealth Management, was […]

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Finance and Investment Specialist David Lee Featured On MSN Money

David Lee, Arkansas financial planner, was recently featured in MSN Money as well as Newsweek and other major online media outlets, including Yahoo!Finance, CNBC, MarketWatch and many others. Bella Vista, AR – April 10, 2013 – A feature story about David Lee, President of Beale, Lee and Associates, was recently seen on MSN Money as […]

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Retirement Planning Professional Michael A. Davis Featured On Yahoo Finance

Michael A. Davis, ChFC®, RFC®, was recently featured in Yahoo!Finance as well as Newsweek and other major online media outlets, including CNBC, Reuters, MarketWatch and many others. Orange Park, FL – April 10, 2013 – A feature story about Michael A. Davis, Founder and President of Davis Financial Services, Inc., was recently seen on Yahoo!Finance […]

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Financial Prosperity Coach™ and Author P. Christopher Music Featured On Yahoo Finance

P. Christopher Music, financial prosperity expert, was recently featured in Yahoo!Finance as well as Newsweek and other major online media outlets, including CNBC, Reuters, MarketWatch and many others. Clearwater, FL – April 10, 2013 – A feature story about Financial Prosperity Coach, P. Christopher Music, MBA, RFC, CWPP, CAPP, the founder and President of Econologics […]

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Financial Experts Ken and Lori Heise Featured On MarketWatch

Ken and Lori Heise, a husband and wife financial team, was recently featured in MarketWatch as well as Newsweek and other major online media outlets, including CNBC, Reuters, Yahoo!Finance and many others. St. Louis, MO – April 10, 2013 – A feature story about Ken and Lori Heise, Co-Founders of Heise Advisory Group, was recently […]

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Leading Investment and Tax Advisor Steve Holland Featured On MarketWatch

Steve Holland, Tampa Bay investment and tax advisor, was recently featured in MarketWatch as well as Newsweek and other major online media outlets, including CNBC, Yahoo!Finance, MSN Money and many others. Tampa Bay, FL – April 10, 2013 – A feature story about Steve Holland, Founder of The Holland Group, was recently seen on MarketWatch […]

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Owe Back Taxes? Barry Fowler of Taxation Solutions, Inc. Offers Three Helpful Tips

Tax resolution expert Barry Fowler explains the three most important things that need to happen when you find that you owe back taxes to the IRS. Houston, TX – April 10, 2013 – Barry Fowler, EA, a leading expert in tax resolution issues and the Founder and Director of Taxation Solutions, Inc., knows that owing […]

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Retirement Income Specialists Andrew Costa and Grant Conness publish new blog post comparing the Fiduciary and Suitability Standards, and retirement advisers versus Broker/Dealers

Andew Costa and Grant Conness, Managing Directors of Global Wealth Management, a retirement income planning company, take a hard look at what it really means to be held to a fiduciary standard, versus a suitability standard, and which standard is truly best for the client. Fort Lauderdale, FL – April 10, 2013 – Andrew Costa […]

Written by on April 10, 2013