Financial Archives - Space Coast Business Magazine

December 10, 2019

184 0

Connors Wealth Management

For Connors Wealth Management founder and CEO Justin Connors, client and community service are both paramount to professional identity. “We serve at a very high level,” Connors explained, “and pride ourselves on being a relationship-based firm rather than one based...

November 15, 2019

205 0

A season of gratitude and giving

Best Practice, Financial, Giving Back, Money

The holiday season is upon us. As the end of 2019 nears and a new year is on the horizon, Space Coast philanthropists will open their hearts and wallets to make Brevard a better place for all. It’s a busy...

November 15, 2019

170 0

Cornerstone Impact | Financial Cornerstone Group

Economic Development, Featured, Financial, Money, Space Coast EDC, Uncategorized

FINANCIAL CORNERSTONE GROUP WORKS TO BUILD LASTING FOUNDATIONS FOR THE FUTURE. Beth Courtney didn’t know it at the time, but her start in financial planning happened at age 17. Courtney was a bank teller at the time before working her...

November 11, 2019

351 0

The jagged edge | JAG Financial

Chamber of Commerce, Financial, Money, Palm Bay

JAG FINANCIAL SERVICES CUTS TO THE TRUTH WITH STRAIGHT TALK AND IN-DEPTH CONVERSATION Joe Grutta isn’t out to save the world. He just wants to help save tax dollars for clients, and he doesn’t mind doing it with a little...

November 8, 2019

164 0

Marine Bank & Trust | Financial Professionals

Financial, Financial Professionals, Money

The label “community bank” is a distinction that Marine Bank’s Melbourne team has earned every day since opening the 22-year-old Bank’s first Brevard County location in January of 2018. By adhering to Marine Bank’s mission statement, “to deliver the best...

November 8, 2019

190 0

Ken New | Pinnacle Financial Wealth Management

Financial, Financial Professionals, Money, Profiles

For Pinnacle Financial Wealth Management owner/founder Ken New, a large part of the planning process with his pre-retiree and retiree clients centers around the idea that their money — for which they have spent decades working — will now be put...

November 8, 2019

741 0

Joe Carter & Tim Hester named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors

Financial, Financial Professionals, Money

(Left) Joseph Carter, CIMA® Senior Vice President, Wealth Advisor With Morgan Stanley since 1998 (Right)Timothy S. Hester, CIMA® CFP® CDFA® CAP® Senior Vice President, Financial Advisor With Morgan Stanley since 1989 Morgan Stanley announced that Joe Carter and Tim Hester,...

November 4, 2019

145 0

Marine Bank & Trust Announces Record Earnings for the First Three Quarter of 2019

Business, Financial, Money, News

Vero Beach, Fla. – Marine Bank & Trust achieved record earnings for the first three quarters of 2019. The Bank’s assets as of September 30, 2019 were $278 million compared to $268 million as of September 30, 2018, an increase…

November 1, 2019

361 0

HELPING YOU JUGGLE IT ALL | Flavin Nooney & Person: Wealth Management, Accounting & More

Business, Financial, Money

Most business people, or those seeking advice on managing their financial affairs, are already juggling a lot of priorities. Therefore, when you find a trusted advisor, whose guidance is both personalized and professional, you tend to look to them for...

October 7, 2019

298 0

Marine Bank & Trust Named Among the Top Extraordinary Banks in the USA for the Second Year

Financial, News

Vero Beach, Fla. – Marine Bank & Trust has announced that it was named among the top extraordinary banks in the United States for the second year in a row by The Institute for Extraordinary Banking.™ Marine Bank was recognized…

Financial

Connors Wealth Management

A season of gratitude and giving

Cornerstone Impact | Financial Cornerstone Group

The jagged edge | JAG Financial

Marine Bank & Trust | Financial Professionals

Ken New | Pinnacle Financial Wealth Management

Joe Carter & Tim Hester named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors

Marine Bank & Trust Announces Record Earnings for the First Three Quarter of 2019

HELPING YOU JUGGLE IT ALL | Flavin Nooney & Person: Wealth Management, Accounting & More

Marine Bank & Trust Named Among the Top Extraordinary Banks in the USA for the Second Year

Categories

LikeBox