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Taking the time to understand exactly what stock options are available to you through your company can make a world of difference in your financial journey, especially with the guidance of a knowledgeable WealthCoach.
Title: Financial Advisor Company: Pinnacle Financial Wealth Management Education: The American College. Hold Series 6, 7 and 24 License and series 66 License Years in Area: 22 Years at Company: 12 Website: www.pinnaclefinancialwealthmgmt.com Pinnacle Financial Wealth Management is a firm…
Title: Owner and Founder Company: G.I. Tax LOCATION: Melbourne, FL Website: www.gitax.com G.I. Tax began its mission in 2011. Being a CPA, Glenn Sandler, owner and founder, was not convinced the current tax companies provided the service that American taxpayers…
Jeff Small, Arbor Financial by: Eric Wright For many people, when it comes to investing, they feel a little like the vast majority of Floridians felt watching the predicted tracks of Hurricane Irma. People were preparing to leave, preparing to…
Bitcoin, launched in 2009, is a cryptocurrency, a digital asset designed to work as a medium of exchange that uses cryptography to control its creation and management; therefore it does not rely on central authorities.
EXECUTIVES: Laura Chiesman Tom Kirk Robert DeVries Jamie Ostrander LOCATION: Satellite Beach, FL Website: www.firstwavefinancial.com Regardless of what stage of life you are at, or what income bracket you might fall into, having confidence about your wealth and financial future…
Title: Senior Loan Officer Company: Shelter Mortgage Years AT COMPANY: 1 Years IN INDUSTRY: 7 Website: www.sheltermortgage.com As a Senior Loan Officer with Shelter Mortgage Company, Rolando Garcia is well-versed in a company culture that emphasizes integrity, honesty and collaboration….
Revising Retirement through Automation Optimizing the retirement life of each employee should be a high priority when considering the factors that contribute to their satisfaction and loyalty. However, the many choices for both employee and employer make this a daunting…
Leasha Flammio-Watson is as passionate about financial planning as she is about the community in which she lives. As a second-generation financial advisor, she graduated from Florida State University and began her career in the financial services industry 20 years…
“Building relationships with my clients is the most important part of my job,” said Leasha Flammio-Watson, owner of the Flammio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
