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
William Fortner is a financial advisor with Lincoln Financial Advisors Corporation primarily works with High Net Worth Individuals, Individuals. William Fortner operates out of San Ramon, CA.
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.
Mark D Holmertz is a financial advisor with Lpl Financial LLC, which primarily works with Individuals and High Net Worth Individuals. Mark Holmertz operates out of Libertyville, IL.
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
Shelley Boyce is a financial advisor with Financial Planning Solutions, Inc.. Shelley Boyce operates out of Carlsbad, CA.
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
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