I know how important it is to make informed financial decisions… protecting all that we’ve accumulated, enjoying our lives today, and transferring our wealth to our heirs and the charities of our choice. With over 30 years of experience, I help people make better money-related decisions, whether it’s by reducing current taxes, protecting assets from being unjustly taken, providing for family heirs and if they're so inclined, helping them optimize their charitable donations. Perhaps the most fulfilling part of my job is when I help families when they have complex trust and estate planning issues, as well as recommending wealth transfer strategies to minimize taxes. I’ve been a speaker and/or panelist at seminars for financial planners, brokers, financial executives and retail investors. For over 20 years I’ve written articles about conservative asset strategies. In my personal life, I’ve been an organizer and co-founder of a Jewish Day School in Great Neck. I was also elected Treasurer of the International Federation of Jewish Men’s Clubs where I revised their entire budget procedure. I’m currently active with the Great Neck Chamber of Commerce, a Charter Member of the Kiwanis Club of Great Neck Peninsula, and the President-Elect of the Rotary Club of Great Neck. Specialties: Financial, estate and retirement planning, including conservative fixed income investments, tax-free and tax deferred strategies, as well as pension planning, college planning and insurance strategies which we incorporate into wills and trusts in order to mitigate taxation and protect both personal and business assets.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
1010 Northern Blvd. - Ste. 208, Great Neck, NY 11021
Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role as the group’s Wealth Manager, Brandon’s developed a process that superimposes an individual’s circumstances & goals and then layers them atop a proprietary system that reveals the majority of opportunities many financial professionals may miss. This process can highlight opportunities to minimize risk and taxation, create more income in retirement and greater financial security.…show more
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in Economics from Miami University and a MBA from the Ohio State University.…show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Since 2001, Dale Terwedo has married his passion for flying with his desire to make a difference in the lives of others by volunteering his time and resources to Angel Flight. Angel Flight is a non-profit charitable organization of pilots and volunteers who provide transportation to those who are financially distressed or have a time-critical medical condition. Many of Dale’s qualities as a volunteer pilot apply to his work as a financial advisor. Precision and logic enable him to assist clients in making smart decisions about their money so they can pursue what is most important to them. Those who join the Terwedo Financial Services client family can expect mutual respect, open communication and a collaborative approach in Dale’s professional relationships. His investment approach takes into account long-term financial growth, values-based investing and a balanced approach to risk management. He is a true advocate for clients and provides valuable insight acquired over 30 years in the financial services industry. Life-long learning is essential to adding value for clients. Dale continues to pursue opportunities to expand his knowledge and expertise in order to better serve clients. Dale entered the financial services industry in 1983. All that Dale has achieved in his career and personal pursuits has been through hard work and perseverance. His strong work ethic and integrity may benefit clients in a variety of ways. One of the additional benefits of working with Terwedo Financial Services, LLC, is the large network of respected professionals, including accountants, mortgage brokers, insurance agents, realtors, attorneys, and others which Dale can bring in to provide additional help and advice, allowing for your financial plan to sync and harmonize with other aspects of your life, as well. Dale Terwedo's background and achievements: - Qualifications: CERTIFIED FINANCIAL PLANNERTM Professional; Chartered Financial Consultant®; Chartered Life Underwriter®; ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM Designee; Securities registrations—6, 7, 22, 24, 63, 65 - Honors: 2008 Small Business Executive of the Year - South Snohomish County Chamber of Commerce; 2008 Edmonds Citizen of the Year; 2004 Wings of an Angel Award3 - Industry & Community Involvement: Estate Planning Council of Seattle; National Association of Insurance and Financial Advisors (NAIFA); Financial Planning Association; Northwest Family Business Advisors; Society of CLU/ChFC; Edmonds Daybreakers Rotary, Foundation Committee; Rotary International; Trinity Foundation, Chairman; South Snohomish County Chamber of Commerce; Edmonds Chamber of Commerce; Lake Chelan Chamber of Commerce Dale has been married to Tara for 30 years. They have two sons, Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities and super oval racing. Dale and Tara take pride in leading by example and making a positive impact in the world. The Terwedos volunteer in their church and are actively involved in various boards and organizations in the communities of Seattle and Lake Chelan. For several years, Dale assisted with meals programs for the needy. He was Chairman of the Board for the Lutheran Compass Center, an organization working with the homeless in Seattle and Chairman of his local church. He has worked with the Fred Hutchinson Cancer Research Center, Red Cross and assisted local law enforcement during severe weather events. Dale and his wife have assisted for several years in fundraising for the Pediatric Brain Tumor Foundation. Over the course of his career, Dale Terwedo has earned numerous honors for his character, commitment to others, and professionalism (listed above). Dale has a genuine nature that you truly get what you see. He is a loyal friend, devoted father, experienced advisor, loving husband and inquisitive adventurer.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.…show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Pearl Lee joined Janney Montgomery Scott in 2006, and is a Vice President / Investments with over 26 years experience in the financial industry. She began her career at Dean Witter in 1987. Her practice includes individuals, families, and non-profits throughout the country. Pearl advises clients by helping them assess their financial goals, risk tolerance, overall asset allocation and investment options. Working closely with Janney's Financial Planning Department at the corporate office, she provides options for maximizing their retirement planning and intergenerational wealth transfer. She holds FINRA Series 7, 63 and 65 licenses, as well as life, health, variable life and variable annuities licenses. In the community, Pearl is on the following Boards: the Asian American Women's Coalition and Penn Asian Senior Services (PASSi). With the valuable service of her Senior Private Client Assistant, Maryann Knight, she is able to offer a high level of client service.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
Comparing financial advisors can be tough. But you've got the knowledgeable WalletHub community on your side. Other consumers have a wealth of knowledge to share, and we encourage everyone to do so while respecting our content guidelines. Please keep in mind that editorial and user-generated content on this page is not reviewed or otherwise endorsed by any financial institution. In addition, it is not the financial institution's responsibility to ensure all posts and questions are answered.
Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.
Ad Disclosure: Certain professionals and companies that appear on this site are paying advertisers, and this will be noted on their profile page using the designation "Sponsored", where applicable. Advertising may impact how and where listings appear on this site (including, for example, the order in which they appear). At WalletHub we try to present a wide array of options, but our listings do not represent all companies or products.
Regardless of advertiser status, none of the information displayed on WalletHub constitutes a referral or endorsement by WalletHub of the respective company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a company or professional on WalletHub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.
Editorial and user-generated content on this page is not provided, commissioned, reviewed, approved or otherwise endorsed by any third party company. In addition, it is not any company's responsibility to ensure all posts and/or questions are answered.
Your web browser (Internet Explorer) is out of date and no longer supported.
Please download one of these up-to-date, free and excellent browsers: