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
Guy’s experience in the business and estate planning fields is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally known estate planning attorneys. Guy helped found the National Association of Family Wealth Counselors and was a founding Board Member in The Stewardship Alliance – a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries. He completed the Professional Mentoring Program in 1999 and has lectured at various estate planning council meetings, spoken at many CLU Institutes and has been featured on several A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book “Market Tune-up” is a recounting of lessons he learned that helped him stay Top of the Table. Other books Guy has written include “Investment Alchemy,” a guide to stock market management; “Why People Buy,” and “Baker’s Dozen – 13 Principles for Financial Success”; each with over 20,000 in print. His best sales idea is “The Box”, an easily understood discussion about the fundamentals of life insurance. Over 500,000 copies have been distributed throughout the financial services industry. In 2006, Guy was elected Secretary of The Executive Committee of The Million Dollar Round Table – the Premier Financial Services Organization with over 35,000 members. Guy has completed his tenure as President in 2010. He was MDRT Foundation President in 2000 and a member of Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation, and the National Association of Family Wealth Counselors. He received the Pacific Life Preston Hotchkis “Distinguished Achievement Award”. In 1986 Guy formed BTA Advisory Group, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. Each of BTA’s sister organizations are managed by an experienced professional and partner. In addition to Wealth Teams Solutions, other organizations include The Stewardship Advisors, an estate and legacy planning consulting firm; BMI Consulting, a national management consulting firm specializing in the succession and compensation issues and problems facing closely-held businesses; Economic Research Institute, a compensation and benefits consulting firm; Baker Jensen Investment Advisors, a registered investment advisor. BTA Advisory Group remains primarily an insurance and financial products marketing company. Guy earned a BS/Economics in 1967 from Claremont McKenna College and an MBA/Finance in 1968 from the University of Southern California; Guy earned a Chartered Life Underwriter (CLU) designation in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. He holds a Master’s degree in Financial Services (MSFS) and a Master’s in Management (MSM). In addition, Guy is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). Guy has received his Certified Family Wealth Counselor designation and is a Investment Advisor Representative (IAR). Guy has served on the Board of the Mission Hospital Foundation, and is Chairman of American Family Living. He is an Elder at Grace Church after serving as Chairman of the Deacon Board. He is a Founding Trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy has served as a major gifts fund-raiser for the Orange County Center for Performing Arts and on the fund raising committee for South Coast Repertory; an Advisory Board member for the South Coast YMCA, a Board member of Orange County Teen Challenge. Guy is a past President of the Claremont McKenna Alumni Association, and a member of CMC’s Board of Trustees and on the Advisory Board of the Torrey Institute at BIOLA University.…show more
Specialties: Asset Management‚ Life Insurance‚ Retirement Planning
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
At Bridgewater Asset Management, Chris assists in developing clients’ financial plans and designing and managing their investment portfolios. Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved to Edward Jones, where he traded and analyzed packaged bond investments, and helped clients build their fixed income portfolios. Chris has earned an Honors BS in Business Administration (Finance) and an Honors BA in English from Saint Louis University, a certificate in Financial Planning from DePaul University, an MBA from Webster University, and a Graduate Certificate in Portfolio Management program from the College for Financial Planning. Additionally, Chris is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation was granted after extensive training in financial and estate planning, insurance, investments, taxes, employee benefits and retirement planning, and passing a rigorous national exam. This professional designation requires continuing education and adhering to the CFP Board’s Standards of Professional Conduct.…show more
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
Kevin D Mcfarland is a financial advisor with Edward Jones, which primarily works with Individuals and High Net Worth Individuals. Kevin Mcfarland operates out of Falls Church, VA. He has passed 1 General Industry/Product Exam and 2 State Securities Law Exams.…show more
Specialties: College Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
513 West Broad Street 110 B, Falls Church, VA 22046
As an Oppenheimer Financial Professional, Michael Dickstein aligns each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. He uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. Michael focuses on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.…show more
Specialties: Business Insurance‚ Health Insurance‚ Life Insurance
Michael has over 6 years of experience building comprehensive financial plans for individuals and families. Michael realized typical financial advisors often recommend on topics that suit their own interests. In 2013, he established a fee-only financial planning firm, building it from scratch. Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base. As a result, the demand for an alternative firm like this has grown. Michael now offers online financial planning services to people across the country. While he has offices in both Bedford and Nashua, NH, his firm also has the technology to reach his clients no matter where they are. Michael’s experience and expertise has led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, Yahoo! Finance, InvestmentNews and Research Magazine. Michael Solari's background and achievements: - CERTIFIED FINANCIAL PLANNER TM - Masters Degree - Suffolk University - Bachelors Degree - Bryant University - NAPFA Member - XY Planning Network Member - Scholarship Recipient NAPFA Northeast Conference - Eagle Scout - Big Brother Program of Rhode Island - Rotary International, Souhegan Valley Rotary Club - Investment Committee Member, New Hampshire Audubon Society - Part Time Golfer - Traveling to warm destinations with his wife, Tracy and son George…show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
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