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Tag: certified financial

Home›Posts Tagged "certified financial"
  • Financial planner
    By Mark L. Wells
    March 16, 2022
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    What All Those Financial Planner Identification Letters Mean

    When looking for an expert to help you with money matters, choosing among potential advisors can be a challenge. Most advisors will have some sort of ...
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  • Financial planner
    By Mark L. Wells
    March 14, 2022
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    NISM Renews Accreditation of Certified Financial Planner Certification in India

    NEW DELHI: The National Institute of Securities Markets (NISM) has renewed the accreditation of the Certified Financial Planners (CFP) certification program in India. The Financial Planning ...
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  • Financial institutions
    By Mark L. Wells
    March 11, 2022
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    MoneyMutual Review – Reliable Loan Company Worth Using Or Not?

    Sometimes you may need a decent amount of money, and you may not have it on you, so what do you do if you are stuck ...
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  • Financial services
    By Mark L. Wells
    March 10, 2022
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    Ramsey-based wealth management advisory firm joins national financial services firm as new partner

    Ramapo Wealth Advisors from Ramsey has joined Steward Partners Global Advisory, which is affiliated with Raymond James Financial Services. Wells Fargo’s five-person team works with $600 ...
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  • Financial planner
    By Mark L. Wells
    March 3, 2022
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    Nets Financial Planner Vulnerable Client Accreditation

    The wealth management company has enhanced its offering for older people with a new professionally accredited advice service for vulnerable clients as the number of people ...
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  • Financial advisor
    By Mark L. Wells
    February 26, 2022
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    Choosing a Financial Advisor: Five Mistakes to Avoid

    ORLANDO, FL. (Ivanhoe Newswire) – A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with ...
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  • Financial planner
    By Mark L. Wells
    February 25, 2022
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    Ontario’s messy effort to define “financial advisor” and “financial planner”

    This article is from Citywire RIAthe sister site of, Citywire Canada. To learn more about Canada’s heritage industry, visit citywirecanada.com. For potential investors in Ontario, finding ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW

    King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    THE AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW EXECUTIVE MEMBERS TO ITS BOARD OF DIRECTORS | News

    King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    THE AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW EXECUTIVE MEMBERS TO ITS BOARD OF DIRECTORS | Your money

    King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ...
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  • Financial planner
    By Mark L. Wells
    February 17, 2022
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    Choose the right financial planner

    ORLANDO, FL. (Ivanhoe Newswire) – A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with ...
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  • Financial advisor
    By Mark L. Wells
    February 13, 2022
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    Libby Miller deceased and obituary, financial advisor

    Libby is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional. She personalizes strategies to help her clients achieve their financial goals and grow their wealth. ...
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  • Financial institutions
    By Mark L. Wells
    February 10, 2022
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    8 Things People With Healthy Savings Accounts Always Do

    Saving Money / Savings Tips PeopleImages/iStock.com If your savings account seems thin or nonexistent, you’re definitely not alone. It has been reported that around 50% of ...
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  • Financial planner
    By Mark L. Wells
    February 6, 2022
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    How to prepare to work with a financial planner

    The hardest part of planning your financial future is knowing where to start. You’ve already taken the first step by doing your due diligence and choosing ...
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  • Financial planner
    By Mark L. Wells
    January 27, 2022
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    Archer Investment Management welcomes Emily Rassam as Senior Financial Planner

    AUSTIN, Texas – January 27, 2022 – (Newswire.com) Archer Investment Management has expanded and is excited to introduce a new addition to the team, Emily Rassam. ...
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  • Financial planner
    By Mark L. Wells
    January 26, 2022
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    5 Paths to a Rewarding Financial Planner Career | Herald Community Newspapers

    (NewsUSA) – The number of Americans quitting their jobs hit record highs in 2021. According to the US Department of Labor, more … than 38 million ...
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  • Financial planner
    By Mark L. Wells
    January 26, 2022
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    5 Paths to a Rewarding Career as a Financial Planner

    (NewsUSA) – The number of Americans quitting their jobs hit record highs in 2021. According to the US Department of Labormore … than 38 million people ...
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  • Financial institutions
    By Mark L. Wells
    January 25, 2022
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    What to know before borrowing

    Payday loans usually come with very high interest rates and are often based on your income. Personal loans are long-term installment loans that generally have lower ...
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  • Financial planner
    By Mark L. Wells
    January 14, 2022
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    What to look for in a financial planner

    How do I find a competent financial planner? The question seems simple, but within this job title lies a vast puzzle of what the words mean, ...
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  • Financial planner
    By Mark L. Wells
    January 11, 2022
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    How to decide if it’s time to hire a financial planner

    Select’s editorial team works independently to review financial products and write articles that we think our readers will find useful. We may receive a commission when ...
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  • Financial planner
    By Mark L. Wells
    January 7, 2022
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    James Hambro & Partners hires financial planner from 7IM

    Wealth manager James Hambro and Partners has appointed Chris Hardie as financial planning specialist in his Scottish office. Hardie has worked in financial planning for 10 ...
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  • Financial services
    By Mark L. Wells
    January 5, 2022
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    Skye Financial Services opens on Main Street

    Submitted photo – Cathy Cristman, owner of Skye Financial Service. by Elain Cobb Located at 528 East Main Street in Little Falls, with a second location ...
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  • Financial planner
    By Mark L. Wells
    December 22, 2021
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    Northamptonshire Financial Planner Achieves Highest Qualification in Profession

    Conor O’Sullivan A Northamptonshire-based financial planner has now achieved the highest global certification available to financial planners in the UK. Conor O’Sullivan, of O’Sullivan Financial Planning, ...
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  • Financial advisor
    By Mark L. Wells
    December 17, 2021
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    financial advisor obtains CFP professional certification | News from local businesses

    NEWTON – Matthew Cook, financial advisor to the Edward Jones financial services firm in Newton, has been cleared by the Certified Financial Planner Board of Standards ...
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  • Financial advisor
    By Mark L. Wells
    December 17, 2021
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    Strategies of Financial Advisors to Increase Assets and Attract Better Clients

    THere are many financial advisor strategies you can use to increase your assets and attract better clients. Do you want to increase your minimums to at ...
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  • Financial services
    By Mark L. Wells
    December 13, 2021
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    How to start providing financial services to your clients

    By Joseph Graziano, CFP®. As an accounting firm, you know what to offer correct tax preparation can cause significant fluctuations in your cash flow and workload. ...
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  • Financial services
    By Mark L. Wells
    December 10, 2021
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    5 Best Financial Services in Tucson, AZ

    Below is a list of the best and leading financial services in Tucson. To help you find the bestFinancial services located near you in Tucson, we’ve ...
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  • Financial planner
    By Mark L. Wells
    December 6, 2021
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    How to select a financial planner who supports you

    Many physicians choose to manage their finances on their own, although they would benefit from working with a financial planner. So why are doctors reluctant to ...
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  • Financial services
    By Mark L. Wells
    December 3, 2021
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    Grateful Students for the Opportunity to Take an Important Financial Services Exam, a Free Preparation Course

    By Renee Chmiel, Marketing and Communications Office December 2, 2021 Jacquelyn Rosado ’22 MS aspires to become a Certified Financial Planner. She is now receiving a ...
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  • Financial services
    By Mark L. Wells
    December 3, 2021
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    Students are grateful for the opportunity to take an important financial services exam and a free preparation course

    Thanks to the generous support of a benefactor from Pompea College of Business as well as two professors from the University of New Haven, 30 students ...
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  • Financial advisor
    By Mark L. Wells
    November 26, 2021
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    Do you need a financial advisor before the end of the year? Here’s how to know for sure

    Think you need a financial advisor or financial planner? Deciding whether or not to add a financial advisor to your “team” can depend on a variety ...
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  • Financial planner
    By Mark L. Wells
    November 24, 2021
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    What is a Certified Financial Planner? | Financial advisers

    The Certified Financial Planner, or CFP, designation is often considered the gold standard for financial planners. It is a mark of an advisor’s commitment to providing ...
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  • Financial planner
    By Mark L. Wells
    November 24, 2021
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    What is a Certified Financial Planner?

    The Certified Financial Planner, or CFP, designation is often considered the gold standard for financial planners. It is a mark of an advisor’s commitment to providing ...
    Read More
  • Financial advisor
    By Mark L. Wells
    November 10, 2021
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    How to be successful as a financial advisor

    Female financial advisor working with a young client Finding success as a financial advisor is important to growing your business to a sustainable level. But that ...
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  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Critical market for black women for the financial services industry, yet three in five expressed … | Your money

    King of Prussia, Pennsylvania, November 09, 2021 (GLOBE NEWSWIRE) – According to the original Black Women, Trust, and the Financial Services Industry Study, three in five ...
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  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Critical market for black women for the financial services industry, yet three in five expressed … | New

    King of Prussia, Pennsylvania, November 09, 2021 (GLOBE NEWSWIRE) – According to the original Black Women, Trust, and the Financial Services Industry Study, three in five ...
    Read More
  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Critical Black Women’s Market for Financial Services

    King of Prussia, Pennsylvania, November 09, 2021 (GLOBE NEWSWIRE) – According to the original Black Women, Trust, and the Financial Services Industry Study, three in five ...
    Read More
  • Financial advisor
    By Mark L. Wells
    November 5, 2021
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    How to become a financial advisor

    If you are wondering what to do with a living, you might want to become a financial advisor. Being smart with money is more important than ...
    Read More
  • Financial planner
    By Mark L. Wells
    November 1, 2021
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    Definition of financial planner

    What is a financial planner? A financial planner helps clients meet their current financial needs and their long-term financial goals. They use a structured process to ...
    Read More
  • Financial planner
    By Mark L. Wells
    October 29, 2021
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    How to choose a financial planner

    How to choose a financial planner A financial planner is a type of financial advisor who can help you set and meet long-term goals, like saving ...
    Read More
  • Financial services
    By Mark L. Wells
    October 18, 2021
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    sexual assault in financial services

    Warning trigger: The following article contains references to sexual assault I recently reached out to my community of women in the profession to ask for their ...
    Read More
  • Financial advisor
    By Mark L. Wells
    October 12, 2021
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    Financial Advisor Kelly Baker Ferrarese Joins UBS in Boca Raton, Florida | New

    BOCA RATON, Florida, 12 October 2021 / PRNewswire / – UBS Wealth Management United States today announced that Financial Advisor Kelly Baker Ferrarese, CFP®, joined the ...
    Read More
  • Financial planner
    By Mark L. Wells
    October 12, 2021
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    Here’s when your financial planner’s advice needs a second opinion

    Financial advisers often compare themselves to doctors. Like physicians, they provide specialized expertise to deal with complex problems. There is a big difference: When patients face ...
    Read More
  • Financial advisor
    By Mark L. Wells
    October 8, 2021
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    Questions to ask your financial advisor

    October 6 was World Financial Planning Day, the perfect reminder to meet with your financial advisor and review your financial situation. To help you prepare, here ...
    Read More
  • Financial planner
    By Mark L. Wells
    October 4, 2021
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    Edward Jones-Rockwall’s Kelly Connel Achieves Certified Financial Planner Certification – Blue Ribbon News

    ROCKWALL, TX (October 4, 2021) Financial advisor Kelly D. Connel of the Edward Jones financial services firm in Rockwall has been cleared by the Certified Financial ...
    Read More
  • Financial planner
    By Mark L. Wells
    October 3, 2021
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    Financial planner: use bonds as a “shock absorber”

    EEquity investors are well aware of recent market movements, which are refocusing on the need for bonds in a balanced portfolio as a “buffer”. Last Tuesday ...
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  • Financial advisor
    By Mark L. Wells
    October 1, 2021
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    Ready for a new financial advisor? 7 things to do when you leave your current one

    MarketWatch has promoted these products and services because we believe readers will find them useful. We may earn a commission if you purchase products through our ...
    Read More
  • Financial planner
    By Mark L. Wells
    October 1, 2021
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    Anyone can say, “I’m a financial planner. Here’s how to dig deeper to tell what it really means.

    There’s no shortage of people with impressive job titles who want to help you reach your financial goals. They may call themselves a financial advisor, financial ...
    Read More
  • Financial advisor
    By Mark L. Wells
    September 30, 2021
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    How to find a socially responsible financial advisor

    These days, becoming an ESG investor has never been easier. With a growing number of financial products focusing on environmental, social and governance issues, many investors ...
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  • Financial planner
    By Mark L. Wells
    September 27, 2021
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    3 retirement mistakes I see over and over as a financial planner

    When you buy through our links, Insider may earn an affiliate commission. Learn more. As a Certified Financial Planner, one of my most important jobs is ...
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  • Financial planner
    By Mark L. Wells
    September 21, 2021
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    Certified financial planner: definition, what they do

    A Certified Financial Planner (CFP) is a trade-industry designation for advisers and other professionals in the financial field. To obtain the CFP designation, advisors must have ...
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  • Financial services
    By Mark L. Wells
    September 20, 2021
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    Lesko Financial Services appoints three advisers as partners / owners

    Robert hartung BINGHAMTON, NY – Lesko Financial Services, Inc. has announced that three of its financial advisors have become partners with the company. Lesko Financial Services, ...
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  • Financial planner
    By Mark L. Wells
    September 17, 2021
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    Jeremy Keil – CFP®, CFA retirement-focused financial planner with Keil Financial Partners, interviewed on the Influential Entrepreneurs podcast.

    Jeremy Keil discusses his approach to helping clients create retirement income consistent with Keil Financial Partners’ 5-Step Retirement Income Process. Listen to the interview on the ...
    Read More
  • Financial planner
    By Mark L. Wells
    September 16, 2021
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    BESS BUTLER BRUNSON Obtains Certified Financial Planner Certification | Bank and finance

    September 16, 2021 – The Fiduciary Group, a double Financial Time The 300 List winner and leading wealth management firm headquartered in Savannah, Georgia, announced that ...
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  • Financial services
    By Mark L. Wells
    September 8, 2021
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    American College of Financial Services Hosts 7th Annual Clambake to Raise Fund for Service … | Your money

    King of Prussia, Pa., September 08, 2021 (GLOBE NEWSWIRE) – 2021 marks the 7th Annual Clambake and Solider Citizen Awards event, organized by the American College ...
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  • Financial services
    By Mark L. Wells
    September 8, 2021
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    American College of Financial Services Holds 7th Annual Clambake to Raise Funding for Service Membership Scholarships

    News and research before you hear about it on CNBC et al. Claim your 1-week free trial for StreetInsider Premium here. American College Penn Mutual Center ...
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  • Financial services
    By Mark L. Wells
    September 8, 2021
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    American College of Financial Services Hosts 7th Annual Clambake to Raise Funding for Service Membership Scholarships

    American College Penn Mutual Center for Veterans Affairs Marks Milestone with 1,000th Fellowship Awarded King of Prussia, Pa., September 08, 2021 (GLOBE NEWSWIRE) – 2021 marks ...
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  • Financial services
    By Mark L. Wells
    August 31, 2021
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    Openwork relaunches the conference of women in financial services

    Openwork Partnership relaunched its annual conference on Women in Financial Services. The conference, which is the third event under the theme Inspiring Women in Financial Services, ...
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  • Financial planner
    By Mark L. Wells
    August 31, 2021
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    Three things to keep in mind when choosing a financial planner

    Decide which is right for you: “The kind of advice clients need will help them decide who to go to. Some clients who are fairly confident ...
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  • Financial planner
    By Mark L. Wells
    August 27, 2021
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    Financial advisor vs financial planner: what’s the difference?

    Drazen Zigic / Getty Images / iStockphoto Getting your finances in order is an essential step in taking important steps in life, such as starting a ...
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  • Financial planner
    By Mark L. Wells
    August 23, 2021
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    Melissa Mullan of Harford Financial Group Receives Chartered Financial Planner Certification

    Harford Financial Group photographed by Maryland-based commercial photographer Robin Sommer and Bill Rettberg of MidAtlantic Photographic LLC Melissa Mullan, Investment Advisor Representative and Certified Retirement Income® ...
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  • Financial services
    By Mark L. Wells
    August 21, 2021
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    Financial services team up | News, Sports, Jobs

    MARIETTA – A financial planning firm in Marietta since 1986, Fleming Watson Financial Advisors joined Commonwealth Financial Services as part of the firm’s expansion to Marietta. ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 19, 2021
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    Financial advisor, financial planner or robo-advisor? Here’s how to find the right helper for managing your money

    José Luis Pelaez inc. | Getty Images If you are looking for professional help with your finances, it can be difficult to know where to start. ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 19, 2021
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    Kelly Connel of Edward Jones in Rockwall obtains Certified Financial Planner certification – Blue Ribbon News

    ROCKWALL, TX (August 19, 2021) Financial advisor Kelly D. Connel of the Edward Jones financial services firm in Rockwall has been approved by the Certified Financial ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 15, 2021
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    How much should a financial planner cost you?

    Dear Liz: I know you advocate paid financial planners, but is it worth paying someone 1-1.5% a year to “manage” your accounts? Especially if the accounts ...
    Read More
  • Financial services
    By Mark L. Wells
    August 10, 2021
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    Financial services progress towards opening up to women

    By Anna Rich While there is still some way to go, the financial services industry has made major strides in opening up to women wishing to ...
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  • Financial services
    By Mark L. Wells
    August 5, 2021
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    The American College of Financial Services hosts the 15th

    King of Prussia, Pa., Aug. 05, 2021 (GLOBE NEWSWIRE) – 2021 marks the 15th Annual Conference of African American Financial Professionals (CAAFP), hosted by the American ...
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  • Financial services
    By Mark L. Wells
    August 5, 2021
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    American College of Financial Services Hosts 15th Annual African American Conference … | New

    King of Prussia, PA, August 05, 2021 (GLOBE NEWSWIRE) – 2021 marks the 15th Annual African American Financial Professionals Conference (CAAFP), hosted by the American College ...
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  • Financial advisor
    By Mark L. Wells
    August 5, 2021
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    4 questions you might NOT want to ask your financial advisor (and what to ask instead)

    MarketWatch has promoted these products and services because we believe readers will find them useful. We may earn a commission if you purchase products through our ...
    Read More
  • Financial services
    By Mark L. Wells
    July 27, 2021
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    Financial Services and Retirement Planning Expert and Former CEO of VALIC Financial Advisors Joins CEO Coaching International®

    MIAMI, July 27, 2021 / PRNewswire / – CEO International Coaching®, the leading firm for coaching growth-focused CEOs and entrepreneurs globally, is pleased to announce Shawn ...
    Read More
  • Financial services
    By Mark L. Wells
    July 27, 2021
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    Expert in financial services and retirement planning and former CEO of VALIC Financial Advisors joins CEO Coaching International®

    MIAMI, July 27, 2021 / PRNewswire / – International CEO coaching®, the global leader in coaching CEOs and growth-oriented entrepreneurs, is pleased to announce Shawn duffy ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 23, 2021
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    Rowe Achieves Certified Financial Planner Designation |

    Jay Rowe, financial advisor at Ascend Retirement and Investment Services, obtained his Certified Financial Planner (CFP) designation. The CFP® brand is recognized as the highest standard ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 20, 2021
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    Work as a financial planner

    Working as a financial planner, also known as a personal financial advisor, provides the opportunity to work directly with clients and businesses to navigate the fundamentals ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Private wealth manager vs financial planner: what’s the difference? | Financial advisers

    The financial industry is better at finding new names for its products and services than the bartenders who whip up new drinks. In the defense of ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Be Careful When Hiring A Financial Planner Queenswide

    Financial planning is a complex issue, but, according to experts, dealing with it in a timely manner and doing it step by step can help prevent ...
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  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Private wealth manager vs financial planner

    The financial industry is better at finding new names for its products and services than the bartenders who whip up new drinks. In the defense of ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 26, 2021
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    What questions should you ask your financial planner?

    A financial planner can help you manage your investment strategy, create a budget, and help with many other areas of your financial well-being. But it’s important ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 21, 2021
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    When the prospect says, “I’m thinking of hiring a financial planner”

    2. How did you find the planner? Are they good? Your goal is to get them out. It is a good measure that they propose. Where ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 16, 2021
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    Financial Planner Helps People Prepare for Worry-Free Retirement | News, Sports, Jobs

    Chad Michaels with his wife Britney and their sons Connor and Garrett. Photo submitted by Chad Michaels [email protected] Chad Michaels says his clients don’t have to ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 28, 2021
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    Matt Aaron, CERTIFIED FINANCIAL PLANNER (TM), Wealth Management Advisor, Founder and CEO of Lux Wealth Planning, shares 5 ways athletes can start making smart financial decisions today to help them maintain their wealth for tomorrow

    WASHINGTON, DC / ACCESSWIRE / May 28, 2021 / Many professional athletes enter the industry as young as 18, with a six to seven figure salary ...
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  • Financial planner
    By Mark L. Wells
    May 27, 2021
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    How to find an LGBTQ + friendly financial planner

    If you are part of the LGBTQ + community, finding an LGBTQ + friendly financial advisor can be both important and difficult. Overall, financial advisers are ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 20, 2021
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    Financial advisor versus financial planner: what’s the difference? | Financial advisers

    A rose by any other name can still be a rose, but is a financial advisor who calls himself a financial planner still a financial advisor? ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 12, 2021
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    Is Your Financial Planner Acting In Your Best Interest?

    The COVID-19 pandemic has created financial challenges for people across the world and has led to increased demand for professional financial advice. At the height of ...
    Read More
  • Financial planner
    By Mark L. Wells
    April 29, 2021
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    Cynthia Mittlestaedt Achieves Certified Financial Planner Certification

    GRAYSLAKE, IL, APRIL 26, 2021 – We are proud to announce that Cindy Mittlestaedt, Financial Planning Partner and Advisor at Aspire Planning Group, has been awarded ...
    Read More
  • Financial planner
    By Mark L. Wells
    April 27, 2021
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    What is a Certified Financial Planner (CFP)? – Councilor Forbes

    Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but this does not affect the opinions or ratings ...
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  • Financial services
    By Mark L. Wells
    April 6, 2021
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    American College of Financial Services Launches New Training Program – Ed Slott and Company’s IRA Success

    Combining the expertise of the American IRA expert and his team with the College’s proven pedigree in the design and delivery of e-learning King of Prussia, ...
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  • Financial planner
    By Mark L. Wells
    April 4, 2021
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    How the pandemic made it easier to work with a financial planner

    Dear Liz: You often recommend in your column that you seek the advice of a paid financial planner. Where can I find such a financial planner? ...
    Read More
  • Financial services
    By Mark L. Wells
    March 31, 2021
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    The American College of Financial Services and Society

    King of Prussia, Pennsylvania, March 31, 2021 (GLOBE NEWSWIRE) – George Nichols III, President and CEO of the American College of Financial Services, today announced the ...
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  • Financial planner
    By Mark L. Wells
    March 26, 2021
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    East Stroudsburg Financial Planner Sentenced to 17.5 Years for Defrauding Clients | USAO-MDPA

    SCRANTON – The United States Attorney’s Office for the Central District of Pennsylvania today announced that Anthony Diaz, 52, formerly of East Stroudsburg, Pa., Has been ...
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  • Financial services
    By Mark L. Wells
    March 17, 2021
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    Megan E. Flood of Flood Financial Services receives Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA) designations

    BURLINGTON, VT – (MARCH 16, 2021) – Flood Financial Services, a local financial services provider with offices in South Burlington, VT and serving clients across the ...
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