Optimize Wealth Welcomes Steve Talosi as Senior Financial Planner
June 18, 2020 15:13 ET
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Optimize Wealth Management
TORONTO, June 18, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management announced the recent addition of Senior Financial Planner Steve Talosi to the firm. Steve has considerable experience and has...
Cooper Levenson attorneys to present at NJCPA Atlantic Cape Chapter Virtual Breakfast Briefing Thurs. July 9
June 18, 2020 08:00 ET
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Cooper Levenson, Attorneys at Law
Atlantic City, N.J., June 18, 2020 (GLOBE NEWSWIRE) -- Tax attorneys from the Florida and New Jersey offices of Cooper Levenson will present a virtual “Breakfast Briefing” on Thursday July 9, 2020...
Optimize Wealth Management Furthers its Nationwide Expansion with the Acquisition of Lifestyle Wealth Inc.
June 08, 2020 16:15 ET
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Optimize Wealth Management
TORONTO, June 08, 2020 (GLOBE NEWSWIRE) -- Optimize Wealth Management is pleased to announce its recent acquisition of Lifestyle Wealth Inc. With this latest addition, Optimize expands its presence...
COOPER LEVENSON OPENS NEW YORK CITY OFFICE
June 04, 2019 08:00 ET
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Cooper Levenson, Attorneys at Law
Atlantic City, N.J., June 04, 2019 (GLOBE NEWSWIRE) -- Cooper Levenson is pleased to announce the law firm’s expansion into New York. Joseph C. Mahon, Esq., LL.M., a partner of the firm formerly,...
Blank Rome Continues Growth in New York with Addition of Top Trusts and Estates Team
May 06, 2019 15:50 ET
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Blank Rome LLP
New York, NY, May 06, 2019 (GLOBE NEWSWIRE) -- Blank Rome LLP is pleased to announce that Richard J. Miller, Jr. and Sean R. Weissbart have joined the Firm as Partners, along with additional...
WealthCounsel Announces New Paraprofessional Symposium
March 18, 2019 11:12 ET
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WealthCounsel LLC
DRAPER, UTAH, March 18, 2019 (GLOBE NEWSWIRE) -- WealthCounsel, LLC, the industry leader in automated drafting software for trusts and estates attorneys, today announced the launch of their new...
Diversified Trust Hires Mary Frances Callis as Senior Vice President
July 03, 2018 09:00 ET
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Diversified Trust
ATLANTA, July 03, 2018 (GLOBE NEWSWIRE) -- Diversified Trust, an independent comprehensive wealth management firm with offices throughout the Southeast and over $6.5 billion of assets under...
5 Estate Planning Action Items that Remain Relevant Regardless of Shifting Political Winds
June 28, 2018 09:00 ET
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McManus & Associates
Top-Rated Trusts and Estates Attorney John O. McManus Creates Estate Planning To-Do List that Will Not Change with Election Outcomes NEW YORK, NY , June 28, 2018 (GLOBE NEWSWIRE) -- The political...
Premier Boston-Based Law Firm Expands its Growing Practice With the Addition of Family Law and Estate Planning Attorney Regina Snow Mandl
April 02, 2018 08:00 ET
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The Wagner Law Group
BOSTON, April 02, 2018 (GLOBE NEWSWIRE) -- Marcia Wagner, the Managing Director of The Wagner Law Group, widely renowned as the country’s top ERISA and employee benefits law firm, is pleased to...
Patti Brennan Ranks # 8 in Barron’s Top 1,200 Financial Advisors State By State
March 14, 2018 14:07 ET
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Key Financial, Inc.
WEST CHESTER, Penn., March 14, 2018 (GLOBE NEWSWIRE) -- Key Financial’s President & CEO Patti Brennan has moved up the ranks to the # 8 spot in Barron’s Top 1,200 Advisors State by State...