Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. Before opening his own practice, he served as a Sr. Advisor and Vice-President of Investments with two nationally known firms. Greg also holds a Masters degree in Biblical Studies and Theology from Abilene Christian University, Abilene, TX. Before his business career he served nine years in Christian ministry, mostly in Kenya and Uganda. Greg has served on numerous boards and currently serves on the Board of Trustees for Carpenter Place, "Rebuilding Families, Restoring Lives." If you need to develop a retirement or legacy plan, get a second opinion on your investments, or simply rollover an IRA, give Greg a call. He'll be happy to answer your questions or set up a complimentary consultation.…show more
I fix things. My specialties are financial planning, financial literacy education, and investment advice, but over my 30-year career, I've been able to help people fix problems with money, construction projects, meetings, sentence construction, culinary disasters, and academic difficulties. I wish I were like Samantha of the TV show Bewitched and could just twitch my nose to repair everyone's problems. Unfortunately, no magic erupts when I twitch my nose. I help clients using my knowledge, experience, and hard work...although I like to think that our working together has its own magic. My work as a financial literacy educator, financial planner, investment advisor, professor, teacher, copy-editor, writer, presenter, negotiator, researcher, and office manager in a diverse cross section of business, educational, and government organizations has helped me gain the depth of knowledge needed to advise my clients in all aspects of sound financial planning and investment. I have been described as a fast, cheerful, flexible worker who rapidly resolves unexpected problems and project difficulties. I manage work quality and time based on guidelines provided and use my talents to provide customers with top-notch service.…show more
As a Chartered Retirement Planning Counselor CRPC® and with over 16 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest level of service and financial advice. Over the course of his career, he has developed a client service philosophy that focuses on fostering highly personal and attentive relationships and delivering customized, objective services. He believes that the key to financial success lies in comprehensive financial planning and utilizing a consultative approach, he works to help his clients manage, preserve, and transfer their wealth. Utilizing asset allocation strategies and risk management techniques, Zaim takes a holistic approach to financial planning and comprehensive wealth management. He looks at each investor-whether an individual, a family or a corporation-as an individual with unique needs and goals. Whatever is important to his clients is important to their financial plan-their home, business, children’s education and more. And while understanding their finances is one part of the financial planning process, Zaim believes understanding them is the most crucial. Taking a “listen first” approach, once he fully understands his clients both personally and professionally, he is able to craft strategies and solutions that fit their lives, and their lifestyles. He also believes the investment process is circular and conducts periodic reviews to track portfolio progress and, if necessary, reevaluate strategies in relation to changes in the market conditions and/ or client objectives. Zaim’s accomplished career in the financial services industry began in 1994 while still attending the City University of New York. Prior to joining Raymond James, he spent seven years with J.P Morgan Chase, where he worked his way up to Senior Vice President and Investment Manager of the NYC Retail Investment Services Division, overseeing more than 50 branch offices and nearly $2 billion in assets. Throughout his career with that firm, he was consistently recognized as one of their top financial advisors and managers nationally. In June of 2009, he made a transition to Raymond James, and established The Hajdari Group at 14 Wall Street in the heart of the financial district of NY, attracted by the firm’s long history of strength and stability, as well as its independent culture and mission focused on meeting the needs of each individual investor. But Zaim also recognizes the importance of community engagement and giving back. As such, he currently serves on the Board of Directors for Green Earth Maintenance Services, and is an active member of the U.S. Green Building Council and Iron Hills Civic Association, as well as proud supporter of Ameri-Cares and the National Albanian American Council, among others. In addition, he was featured in a New York Times article for his work with the Principle for a Day Program, and his generosity and commitment to public education and support through civic involvement. In Zaim’s time away from the office, he enjoys spending time with his wife and their 2 son’s, as well as fishing, boating, international travel-particularly to his home in Montenegro, on the Adriatic coast-along with golf at the Richmond County Country Club where he is a member.…show more
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
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
Hi, I'm Larry McClanahan, Principal of SecondHalf Planning &, Investment. SecondHalf is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of your life's second half. If you're within 5 years of retirement or recently retired, I can help you: - Create a financial Roadmap for Retirement that harmonizes the life you want with your financial resources, - Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money, and - Manage and protect your wealth through tactical portfolio management, freeing you from the burden of research and watching markets.…show more
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Dallas native. He holds a B.A. (Bachelor of Arts) in Biology, with a minor in Economics, from Hendrix College in Conway, Arkansas. He received his J.D. (Juris Doctor) from The University of Tulsa College of Law in Tulsa, Oklahoma, and his LL.M. (Master of Laws) in Taxation from The University of Florida Levin College of Law in Gainesville, Florida. Ryan holds law licenses in Texas, Oklahoma and Florida. Prior to joining Ifrah Financial Services, he practiced corporate law, tax law, and estate planning for a law firm in Tulsa, Oklahoma, followed by a position as Chief Legal Officer for an insurance marketing agency in Dallas, Texas. Additionally, he has experience as a tax consultant where he helped small and mid-size business owners with entity restructuring, asset protection, corporate retirement plans, employee benefits planning, health care planning, succession planning, and estate planning. Ryan and his wife, Saretta, live in the Dallas area. They have one daughter, Laila. Ryan is a member of the Addison Midday Rotary Club and he enjoys playing golf in his spare time.…show more
David R Begala is a financial advisor with Ubs Financial Services Inc., which primarily works with Individuals and Corporations, Investment Vehicles, or Other Businesses. David Begala operates out of Sarasota, FL.…show more
Robert Jackway is a financial advisor with Raymond James Financial Services Advisors, Inc primarily works with Individuals, High Net Worth Individuals. Robert Jackway operates out of Rosemont, IL.
Dennis Zeimet is a financial advisor with Raymond James Financial Services Advisors, Inc primarily works with Individuals, High Net Worth Individuals. Dennis Zeimet operates out of Tulsa, OK.