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Press Release
October 20, 2016
Free White Paper Introduces an Innovative Model That Teams CPAs and Advisors to Serve Affluent Clients More Efficiently
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Press Release
June 22, 2016
Stephen Blackwood, Andy Dominianni, Hal B. Jenson MD, MBA, Tom Kasdorf, Scott E. McIntyre, Jack Nelligan, Diane Robertson, Laura VanPopering and Jack VanSlambrouck have been appointed to the KSO's Board of Directors.
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Press Release
April 27, 2016
MainStreet Financial Planning, Inc., an Odenton, Maryland-hourly, fee-only financial planning firm founded 14 years ago, this week officially announced they have added Eric Jorgensen, CFP, ChFEBCSM to their Odenton and Washington DC office.
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Press Release
October 20, 2015
Annette Gibbs is the architect of the Work Is Healthy campaign at Sun Life Financial
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Press Release
March 6, 2015
Virtual financial advisor voted Best in Show at Bank Innovation 2015 DEMOvation Challenge and was selected from more than 850 start-up applicants to participate in Plug and Play FinTech Accelerator program
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Press Release
October 15, 2014
James M. Holt has lead Matson and Isom through a significant period of growth and regional recognition.
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Press Release
September 23, 2014
Bill Trahan has a special interest in investment management and retirement income planning,
and has over 25 years of experience advising clients. He is also a financial planning resource for the Charlotte Observer, USA Today and WSOC-TV.
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Press Release
December 3, 2013
Ms. Sibley does her best to ensure that her clients' investments are working for them
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Press Release
February 18, 2011
Accounting and business advisory firm Rucci Bardaro & Barrett PC has elected Mark Paquin a Partner of the firm. Paquin will continue to direct and expand the firm's Audit Practice Group.
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Press Release
January 19, 2011
Kendall Borchardt, a Regional Director with Lindner Capital Advisors (LCA) has been elected President of the Financial Planning Association of Georgia.
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Press Release
December 13, 2010
Geoff Davey, co-founder of FinaMetrica, and Deborah Fox, founder of Fox Financial Planning Network (FFPN), announced that they have entered into an alliance to support FFPN subscribers.
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Press Release
November 12, 2009
William F. Rucci, Jr., CPA MST, a partner with the Boston accounting and business advisory firm Rucci, Bardaro & Barrett, has been elected to the board of directors of Russell Bedford International, a global network of consulting firms.
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Press Release
October 21, 2007
Staying out of debt can be very hard, but JK Harris Advisors can help.
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Press Release
October 7, 2007
Many taxpayers don't know if they are self-employed or not. They also don't realize this can affect how they prepare their tax returns and what deductions they can use. JK Harris can help.
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