Category
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….
Honors and Liabilities of Non-Profit Oversight W. Dale Crossley,JD, Financial Planner, RJFS and Evan M. Shear, CFP®, Certified Financial PlannerTM, lead the team at CrossleyShear Wealth Management. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. CrossleyShear Wealth Management is independent…
The Power of Automating Your Retirement (Auto5) is the title of Part Two of my recent book The Brighter Future 401(k), where I describe in detail the five features your 401(k) should have to help improve the retirement lives of your employees.
Optimizing Your Retirement Plan USING YOUR 401(K) AS A TOOL TO INCREASE EMPLOYEE ENGAGEMENT Do you know what factor has been shown to be key in growing profits up to three times faster than competitors? Engaged employees! So what exactly…
DESCRIPTION: Father, husband, brother, fitness advocate, bacon lover, and Cocoa Beach native are all descriptions you could use to describe Justin Connors. Born and raised in Cocoa Beach Florida, Connors attended Freedom 7 Elementary, Roosevelt Middle School, and Cocoa Beach…
Gina Rall makes estate administration enjoyable, as she makes most things fun and interesting. With 20 years of public accounting experience, she focuses on simplifying the complex nature of trust and estate taxation for CRI clients in Central Florida.
Bison Financial Group is an independent practice of Wells Fargo Advisors Financial Network with offices in Indiana, Michigan and Melbourne, Florida.
In his relentless commitment to delivering the most exceptional client experience in Central Florida, Justin Connors of Connors Wealth Management continues to partner with the most experienced professionals in the financial services industry.
For the past 20 years, Tom Kirk and the team at FirstWave Financial have been privileged to serve the Space Coast with a single mission: Helping the people they care about create the life they dream about.
