Sentences with phrase «financial planning services through»

Bill Sornstein provides succession planning and financial planning services through two companies, Succession Strategies and Tri-Circle Financial & Insurance Services, both in Santa Ana, Calif..

Not exact matches

Since GM's driverless cars are years away from hitting the road as part of Lyft's service, the automaker plans to provide short - term car rentals (for a day, week or month) to Lyft drivers in the immediate future, as well as lease financing through its GM Financial arm, said Ammann.

[42:14] Tony explains the questions to ask an advisor, to ensure they're truly on your side [42:28] 60 % of people surveyed today say they believe their financial advisor is putting the company interests above their own — it's actually worse than they believe [42:45] Why Tony has chosen to support Peter and his firm, Creative Planning [43:33] How you can get a second opinion from Peter's firm, Creative Planning, through their website (www.GetASecondOpinion.com)-- it doesn't matter how much or little you have, they'll give you feedback [44:00] Tony's biggest challenge when writing his first book, and how it brought him to Peter Mallouk [44:30] Peter explains the process Creative Planning went through to open their services to people at the $ 100,000 level, and how offering this extensive range of services to people at this level is unprecedented

Financial Engines is a service that offers retirement planning through employer - sponsored plans, which helps to fill a badly neglected role in the investing world.

The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

Grab, to its credit, pushed on and raising another $ 2.5 billion last year from investors while it expanded into financial services through a payment system and, most recently, plans for micro-loans and insurance.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the Company's BlackBerry 7 and 10 smartphones and BlackBerry PlayBook tablets; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

The PNC Financial Services Group, Inc. («PNC») uses the marketing names PNC Wealth Management ® and Hawthorn, PNC Family Wealth ® to provide investment, wealth management, and fiduciary services and the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Services Group, Inc. («PNC») uses the marketing names PNC Wealth Management ® and Hawthorn, PNC Family Wealth ® to provide investment, wealth management, and fiduciary services and the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust services and the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company.

The PNC Financial Services Group, Inc. («PNC») uses the marketing names PNC Retirement Solutions ® and Vested Interest ® for non-discretionary defined contribution plan services provided through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a MembServices Group, Inc. («PNC») uses the marketing names PNC Retirement Solutions ® and Vested Interest ® for non-discretionary defined contribution plan services provided through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Membservices provided through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC.

Investment advisory and financial planning services are offered through investment adviser representatives of MML Investors Services, LLC, a registered investment adviser and a MassMutual subsidiary, 1295 State Street, Springfield, MA 01111services are offered through investment adviser representatives of MML Investors Services, LLC, a registered investment adviser and a MassMutual subsidiary, 1295 State Street, Springfield, MA 01111Services, LLC, a registered investment adviser and a MassMutual subsidiary, 1295 State Street, Springfield, MA 01111 - 0001.

The state Department of Financial Services, which regulates health insurance in New York state, may also be able to set minimum requirements for insurance plans through regulatory power, Benjamin said.

By delivering Federal Financial and Technology Services, the ESC is able to save its customer agencies money by reducing costs through economies of scale, partnerships, innovation and improvement in capital planning.

Estimate monthly payments, secure credit pre-approval, and choose purchasing and protection plans that fit your budget through Audi Financial Services.

I believe that at the time these Giant E-readers came out, the world wasn't ready, And the products were marketed quite badly and to the wrong audience maybe... For anyone taking on a re-launch of Giant E-readers, Marketing research is the Magic word: Not Just education, but think of Music Academies, Orchestras and even Conductors... I believe there is a Market out there for Giant E-readers in the World of Musicians; Scores, Conductor scores, as well as Other education areas, But be More Specific in Where the Giant E-reader comes in on it's Own... I don't think for a Moment that Giant E-readers are History just yet, And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort.....

You acknowledge that your personal financial circumstances are unique, and that before any information you obtain through the Service is acted upon, you should obtain the advice of a financial advisor or other financial planning professional who is aware of your personal financial circumstances.

The company provides various brokerage services, including discount brokerage through Infinex, personal financial planning and consultation regarding mutual funds.

Insurance services offered through Raymond James Financial Planning Ltd., not a member of the Canadian Investor Protection Fund.

The bank wholly owns Univest Capital, Inc., which provides lease financing, and Delview, Inc., who through its subsidiaries, Univest Investments, Inc. and Univest Insurance, Inc., provides financial planning, investment management, investment advisory, insurance products and brokerage services.

For people that were current on their bills but wanted to do better, we offered the Debt Eliminator service to show them how, comprehensive financial tracking through our Ultimate Spending Plan budget tracking books, online bill payment capabilities, and Financial Recovery Counseling for those that had spending issues they wanted to financial tracking through our Ultimate Spending Plan budget tracking books, online bill payment capabilities, and Financial Recovery Counseling for those that had spending issues they wanted to Financial Recovery Counseling for those that had spending issues they wanted to overcome.

Craig Shipman — a registered Financial Consultant through CUSO Financial Services L.P. (CFS), our broker dealer — believes preparing for and managing retirement requires considerable thought and planning.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

Paul H Risser, host of this site's Financial Planning Forum, is an Investment Advisor Representative with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor.

The Financial Planning services at Citadel, available through CUSO Financial Services, L.P. («CFS») cservices at Citadel, available through CUSO Financial Services, L.P. («CFS») cServices, L.P. («CFS») can help.

Whether you want to start, build, or protect your retirement — and whether retirement is fast approaching or years away, Citadel's retirement planning services, available through CUSO Financial Services, L.P. («CFS») can help you safeguard your family's financial security after you leave the woservices, available through CUSO Financial Services, L.P. («CFS») can help you safeguard your family's financial security after you leave the wFinancial Services, L.P. («CFS») can help you safeguard your family's financial security after you leave the woServices, L.P. («CFS») can help you safeguard your family's financial security after you leave the wfinancial security after you leave the workforce.

The 1.8 % MER is only applicable if an investor buys through their advisor who gets 1 % of this fee for providing financial planning services and advice.

Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance products.

It operates through its bank and nonbank subsidiaries which engages in community banking services such as asset management, real property title insurance, investment banking, financial planning, and brokerage services.

Investment advisory services offered through Nova Financial LLC dba, Arizona Financial Plan, an SEC registered investment adviser.

Help make a competitive return on your money by using University Federal Credit Union's Financial Planning and Online Investing programs that provide the following services and benefits through CFS:

Here at Golden Financial Services we have back - up plans and legal protection available through our partner attorney's, to assist consumers with negative consequences if they occur, ensuring client's graduate the programs successfully.

Ron Pressman, CEO of Institutional Financial Services at TIAA, adds: «We've seen that employees who contribute to an annuity through their retirement plan over time can generate more retirement income than those who simply purchase one upon retiring.»

Commencement Financial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial seFinancial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial setPlanning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial sefinancial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial setplanning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial setplanning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial sefinancial settlement.

The Mainstreet Retirement & Investment Center, offered through CUSO Financial Services, L.P., is a financial management service designed to help you organize your financial affairs and plan for thFinancial Services, L.P., is a financial management service designed to help you organize your financial affairs and plan for thfinancial management service designed to help you organize your financial affairs and plan for thfinancial affairs and plan for the future.

The DOL does not regulate financial services activity unless it is a retirement plan through your employer.

In July 2016, UBS Financial Services announced plans to become the first full - service wealth manager to offer NextShares through its financial advisor network in eaFinancial Services announced plans to become the first full - service wealth manager to offer NextShares through its financial advisor network in eafinancial advisor network in early 2017.

Perhaps most importantly, we provide information to owners about preventative care and financial services which will ensure that pet owners are able to develop resources on their own and avoid future medical crises through care and planning.

«This is a carefully thought through but ambitious proposal for more transparency on tax,» stated Lord Hill, Britain's EU Commissioner and the EU's Financial services Commissioner, who will be presenting the plans next Tuesday.

State Farm - branded insurance and financial services products are underwritten by or provided through Certas Home and Auto Insurance Company, Desjardins Financial Services Life Assurance Company, Desjardins Living Benefits Inc., Zag Bank or State Farm Investor Services (Canada) Co., all of which are part of the Desjardins Group and are covered by the Desjardins Group Multi-Year Accessibilfinancial services products are underwritten by or provided through Certas Home and Auto Insurance Company, Desjardins Financial Services Life Assurance Company, Desjardins Living Benefits Inc., Zag Bank or State Farm Investor Services (Canada) Co., all of which are part of the Desjardins Group and are covered by the Desjardins Group Multi-Year Accessibiliservices products are underwritten by or provided through Certas Home and Auto Insurance Company, Desjardins Financial Services Life Assurance Company, Desjardins Living Benefits Inc., Zag Bank or State Farm Investor Services (Canada) Co., all of which are part of the Desjardins Group and are covered by the Desjardins Group Multi-Year AccessibilFinancial Services Life Assurance Company, Desjardins Living Benefits Inc., Zag Bank or State Farm Investor Services (Canada) Co., all of which are part of the Desjardins Group and are covered by the Desjardins Group Multi-Year AccessibiliServices Life Assurance Company, Desjardins Living Benefits Inc., Zag Bank or State Farm Investor Services (Canada) Co., all of which are part of the Desjardins Group and are covered by the Desjardins Group Multi-Year AccessibiliServices (Canada) Co., all of which are part of the Desjardins Group and are covered by the Desjardins Group Multi-Year Accessibility Plan.

Fiduciary and fee - based financial planning services are offered through Northwestern Mutual Wealth Management Company ® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank.

Offering «fee - only» services through an RIA while simultaneously providing insurance solutions as a part of your comprehensive financial planning is a violation of the «fee - only» term under the CFP Board's compensation disclosure definitions — that was the exact issue that landed Jeff and Kim Camarda in hot water and spawned the 2 - year lawsuit with the CFP Board that is just now winding down.

Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.

The plan is to integrate exchange support for more types of cryptocurrency, beyond bitcoin and ether, then someday enable financial services through prospective partners like Salt Lending, which offers cryptocurrency loans.

However, legislative efforts are under way, spearheaded by New York State's Department of Financial Services (NYDFS), which is planning to regulate the bitcoin space through so - called BitLicences.

The cited press releases, including those from March 16, June 15 and July 6, contained vague statements that CIAO planned to invest in telecommunications projects in emerging markets and to facilitate the provision of financial services to developing nations through blockchain technology, including through an ICO.

Speculative applications are particularly useful for actuarial, financial planning and insurance loss adjusting roles because there are several companies in the UK that offer these services but don't recruit staff through a typical graduate scheme.

Customer Service Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Assisted clients with understanding available policy options and selecting the right plan for their needs Resolved client issues quickly and provided exceptional customer service to clients Developed and maintained strong client relationships Secured new clientele through client referrals Entered and retained client data in company sService Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Assisted clients with understanding available policy options and selecting the right plan for their needs Resolved client issues quickly and provided exceptional customer service to clients Developed and maintained strong client relationships Secured new clientele through client referrals Entered and retained client data in company sservice to clients Developed and maintained strong client relationships Secured new clientele through client referrals Entered and retained client data in company software

Customer Service Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Provided exceptional customer service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company sService Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Provided exceptional customer service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company sservice by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company software