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James V. Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. Its never a bad time to speak with your financial advisor about changes in your situation. The market is as unpredictable as the weather. Wed love to help you prepare. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works.CONTENT
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Financial Strategies for Kelowna Business Owners. Monday, December 7, 2009. How to show your clients you appreciate them. Hello everyone I would like to extend a great article put together from Dan at the Investment Executive. He shares some great ideas for showing your clients you appreciate them. Dan has written numerous examples and ideas that can be implemented quickly as the holiday season comes closer. It really is the thought that counts. Dustin Serviss - Kelowna Financial Advisor.
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1500 ROUTE 112 BUILDING 9. How Can We Help? Book a Complimentary Consultation Today! 1500 ROUTE 112 BUILDING 9 PORT JEFFERSON STA. Book a Complimentary Consultation Today! Get the latest on investing! For our weekly newsletter today! Retirement Planning and Beyond. Once we have a thorough understanding of your needs and objectives, we will create a comprehensive financial plan for you and your family.