TruChoice Hosts Inaugural Ascend Conference
05 juil. 2022 09h00 HE
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TruChoice Financial Group, LLC
MINNEAPOLIS, July 05, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, held its first annual Ascend...
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
09 juin 2022 14h00 HE
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Magnus Financial LLC
NEW YORK, June 09, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Michael Margiasso has joined the firm as an Investment Operations Associate. Margiasso...
Prisidio Launches Digital Vault to Help Protect and Share Life’s Most Important Information
07 juin 2022 09h00 HE
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Prisidio
NAPLES, Fla., June 07, 2022 (GLOBE NEWSWIRE) -- Prisidio, a digital vault that makes it easy for people to securely store, organize, and share life’s most important information, today launched its...
Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
06 juin 2022 09h00 HE
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Magnus Financial LLC
NEW YORK, June 06, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that James J. Broderick, CFP®, APMA® has joined the firm as Director of Investment Research...
Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
05 mai 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Drew Collins, CFA®, MBA, has joined the firm as a Senior Managing Director. Prior to...
Elder Law Month: Estate Planning Still Important to Seniors in Wake of COVID
04 mai 2022 09h43 HE
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Foster Swift Collins & Smith
GRAND RAPIDS, Mich., May 04, 2022 (GLOBE NEWSWIRE) -- More than two years later, the country appears to finally have begun to emerge from the pandemic phase of COVID-19. However, the elderly...
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
03 mai 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, May 03, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Marc Beekman has joined the firm as an Investment Research Associate. Prior to joining...
Magnus Financial Group Announces Derek DeRosa Has Joined the Firm as Investment Research Associate
22 avr. 2022 13h00 HE
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Magnus Financial Group LLC (magnusfinancial.com)
NEW YORK, April 22, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Derek DeRosa has joined the firm as an Investment Research Associate. Prior to...
TruChoice Mourns Loss of Longtime Ann Arbor Annuity Exchange President, Van A. Lumbard
19 avr. 2022 10h00 HE
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TruChoice Financial Group, LLC
MINNEAPOLIS, April 19, 2022 (GLOBE NEWSWIRE) -- TruChoice Financial Group, LLC, announced today that longtime insurance industry leader, Van A. Lumbard, passed away on April 13, 2022, surrounded by...
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
18 avr. 2022 09h00 HE
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Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...