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Investment Services News - includes consulting, websites, brokers and related
eNewsChannels NEWS: -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.
eNewsChannels NEWS: -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.
eNewsChannels NEWS: -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.
eNewsChannels NEWS: -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.
CEO Fernando S. Ereneta, CFP of Legacy Wealth Advisors named to Forbes Best-in-State Wealth Advisor List Fourth Year in a Row
eNewsChannels NEWS: -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.
eNewsChannels NEWS: -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."
eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
PARAGON Wealth Strategies Acquires Mellen Money Management, Creating Multi-Generational Wealth Management Firm
eNewsChannels NEWS: -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
eNewsChannels NEWS: -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.
Fiduciary Insurance Services, LLC (FIS) announces its launch as a provider of strategic consulting, insurance advice, and investment advice
eNewsChannels NEWS: -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.