by David Wismer | Jun 24, 2020 | Advisor Interviews
Guiding clients toward financial freedom Guiding clients toward financial freedom Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Marc, what is your...
by Jerry Wagner | Jun 10, 2020 | UpClose
Does Warren Buffett believe in “market timing”? Does Warren Buffett believe in “market timing”? Professionals such as Buffett have worked out when they must sell an investment—whether things have changed for the better or for the worse. The average...
by David Wismer | Apr 8, 2020 | Advisor Interviews
Personal attention to the distinct financial needs of each client Personal attention to the distinct financial needs of each client Jeffrey McAvaddy • Largo, FL Infinity Tax and Financial Planning • American Portfolios Financial Services Inc. Read full...
by David Wismer | Mar 4, 2020 | Advisor Interviews
Providing a human touch for clients Providing a human touch for clients Lannie Wright • Carmel Valley, CA Lannie Wright Financial Advisor • Royal Alliance Associates Inc. Read full biography below Proactive Advisor Magazine: Lannie, what is your...
by David Wismer | Feb 5, 2020 | Advisor Interviews
Helping clients reduce the risk of their financial future Helping clients reduce the risk of their financial future William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc. Read full biography below Proactive Advisor Magazine: What...
