Tag: Business model

John Prichard Sr. and Blake Thibault (San Francisco, CA)

Mayflower Advisors, LLC Boston, Massachusetts

Telamon Insurance&Financial Network (Newton, MA)

(Rob Kieckhefer, Janet Ganong, Brian Kertscher, Darlene Roslawski, Meghan Madigan) Milwaukee, Wisconsin

JMB Wealth Management/National Planning Corporation (Torrance, CA)

As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.

Investment Research&Advisory Group, Inc. (Atlanta, GA)

Kendall Storch, Phil LeBlanc, David Boucher, Andrew Hershenow, Adam Miloro (Boston, MA)

The 2009 finalists are:

A review of a recent product development

The finalists are:

Retirement Plan Adviser of the Year Finalists

Corporate Advisors Group, NRP, Destin, Florida

Brett Howell, Craig Sharp (Grand Rapids, MI)

Mark Wetzel, Michael Goss, Karen Paulson, Kate Fournier, Ryan Gardner, Chris Kachmar, Tony Tranghese, Bill Peck Windsor, Connecticut

Noble Retirement Group, a Member Firm of NRP (Sugar Land, TX)

New products, highlights, announcements

(Stephen Kelliher, Joseph McLaughlin, Bennett White) Norwell, Massachusetts

O'Hanlon Michener & Douglas, NRP Slingerlands, New York

UBS Rochester, New York