Sentences with phrase «partnering with a financial advisor»

Employee Fiduciary partners with financial advisors nationwide.

If you know you should be investing but are hesitating because you lack confidence or trust in the markets, you may want to partner with a financial advisor who can talk through your fears, offer unbiased advice and develop a financial plan you are comfortable with.

You'll then find out how partnering with a financial advisor can add value and give you greater confidence that you're doing all you can to reach your goals.

Not exact matches

About 90 percent of North Korea's trade is with China, and Chinese junket operators are well equipped to use the formal banking sector and informal financial networks created by the Chinese traders and small businessmen who've crisscrossed the world for 1,000 years, says Andrew Klebanow, a senior partner at Global Market Advisors LLC in Las Vegas.

Tim Clifford, certified financial advisor and managing partner with Core Wealth Consultants, sees this often with his younger clients.

«I had some clients whose retirements were saved because of [variable annuity] contracts they purchased before the financial crisis,» said Marc Ruiz, a financial advisor with Oak Partners and a registered rep with SII Investments.

Before you broach the subject with your loved ones, financial advisor Denise Gott, of LTC Financial Partners, offers some important questions to financial advisor Denise Gott, of LTC Financial Partners, offers some important questions to Financial Partners, offers some important questions to consider:

But that's not so, attorney John Scroggin, a partner with Scroggin & Company in Roswell, Georgia, told advisors Thursday at the Financial Planning Association's annual conference in Baltimore.

Create an open dialogue with your lenders, business partners and financial advisors to ensure you make the best choice for your future.

Guggenheim Securities, Goldman, Sachs & Co., Centerview Partners and Moelis & Company are serving as Pfizer's financial advisors for the transaction, with Wachtell, Lipton, Rosen & Katz, Skadden, Arps, Slate, Meagher & Flom LLP and A & L Goodbody acting as its legal advisors.

Our team partners with fee - based financial advisors and discretionary portfolio managers to provide Leith Wheeler F - series solutions for their clients.

Call us at 800-523-9442 to find out how partnering with a Vanguard financial advisor can help you reach your investment goals.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.

Highlights Jack Petersen T» 93, founder and managing partner of Summit Trail Advisors, in an article about how financial advisors should approach clients with expertise in thAdvisors, in an article about how financial advisors should approach clients with expertise in thadvisors should approach clients with expertise in the field.

«CWT is excited to partner with GP Wealth's financial advisors, through our self - directed fee - for - service platform, to offer GP Wealth's Signature Service Account,» says Patricia Hunter, National Sales Manager for CWT.

When you partner with GP Wealth Management you will receive the personal attention of a financial advisor who will create and execute a customized financial plan designed to meet your current needs and provide for your future.

Kirkland & Ellis and Klehr Harrison Harvey Branzburg are serving as VER's legal counsel, with AlixPartners as its restructuring advisor and PJT Partners as its financial advisor.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

Amy Wasser joined Edward Jones as a financial advisor in 1999 in Pleasant Hill, Calif., where she continues to partner with individual investors today.

Now, sponsors can search our directory to find financial advisors in their area that partner with Employee Fiduciary.

Schedule a complimentary consultation to learn what partnering with a Vanguard financial advisor could mean for your portfolio.

As a mining analyst early in his career, and as an investment advisor and partner at Leede Financial for 6 years, Farhan has developed impressive relationships with financial institutions and public companiFinancial for 6 years, Farhan has developed impressive relationships with financial institutions and public companifinancial institutions and public companies alike.

That said, most of the financial advisors that partner with Employee Fiduciary use low cost investments like index funds and ETFs in their fund menus.

These professionals, our Client Consultation Group (CCG), will partner with you and your tax advisor, attorney and financial advisor to address your complex and unique situation.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

Survey methodology: MFS Investment Management partnered with CoreData Research, an independent third - party research provider, to design and field a study among financial advisors, institutional investors and professional buyers in North America, Latin America, Europe and Asia - Pacific.

The Netflix drama series Ozark is about Chicago financial advisor Marty Byrde (Jason Bateman, who also executive produced the series and directed four episodes), who has been quietly laundering money with his business partner Bruce (Josh Randall) for a drug kingpin (Esai Morales) working for a cartel.

Professional money manager and SEC registered investment advisor that partners with financial professionals to help individual clients achieve investing goals.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Don't wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial financial advisor with Signature Financial Financial Planning.

Jamie Golombek works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, CIBC Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.

Whether you are a home buyer looking to purchase a first or second home or a financial advisor seeking to partner with a mortgage company, our professionals are skilled in providing products and services tailored to your specific needs and desires.

the fact that we had vigorously and comprehensively explored strategic alternatives, including undertaking extensive efforts, with the assistance of a financial advisor, over a six - month period to identify a financial or strategic buyer interested in a business combination that would provide value to shareholders in excess of the estimated liquidation value, or a strategic transaction that would mitigate risks from our continuing operations to develop our cortical stimulation technology, and that no strategic or financial partner had expressed interest in pursuing such transactions;

The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.

Advisors partner with more affluent clients that prefer overall financial advice rather than the standard, apparent and dismal approach of mass marketing by the big banks and large financial institutions.

With Vanguard Personal Advisor Services ®, we'll partner you with an advisor who will work with you to develop a financial plan to meet your goals — at a cost that's less than one - third the industry averWith Vanguard Personal Advisor Services ®, we'll partner you with an advisor who will work with you to develop a financial plan to meet your goals — at a cost that's less than one - third the industry averwith an advisor who will work with you to develop a financial plan to meet your goals — at a cost that's less than one - third the industry averwith you to develop a financial plan to meet your goals — at a cost that's less than one - third the industry average.

Find out how partnering with a Vanguard financial advisor can help give you greater confidence that you're doing all you can to reach your goals.

Call us at 800-523-9442 to find out how partnering with a Vanguard financial advisor can help you reach your investment goals.

In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»

They also partner with other outstanding lawyers, engineers, accountants, financial advisors, doctors and other professionals.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

You can think of GuideVine as a sort of dating website, but with financial advisors instead of potential romantic partners.

Developed and maintained close relationships with assigned internal partners, such as Mortgage Loan Originators, Business Banking Officers, Cash Management Officers, Financial Advisors and Commercial Banking Relationship Managers

Worked with banking partners such as: financial advisors, business bankers, underwriters, and mortgage officers to satisfy customer needs that extended past the means of the banking center.

Collaborated with Financial Advisors, Insurance Sales Officers and Mortgage partners to develop client relationships and branch profitability.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Plaza Advisors represented the seller in the transaction and co-managing partners Anthony Blanco and Jim Michalak, together with senior financial analyst, Lenard Williams were involved in the engagement.

«A lot of European businesses were family - owned or controlled, and the feeling was if the business went bust, you at least had the real estate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate financial advisor on several European transactions.

From October 1984 to July 2004, Mr. Nolan held various financial positions with AEW Capital Management, L.P., a national real estate investment advisor, and from 1998 to 2004, he served as Head of Equity Investing and as President and Senior Portfolio Manager of The AEW Partners Funds.