Retirement and Estate Planning
Media Alert: Craig. W. Smalley, E.A. Available As Expert Resource This Tax Season
Craig W. Smalley, E.A., a local tax accountant and Enrolled Agent, is available this tax season to answer tax questions; provide tax tips and/or commentary; and perform services including tax preparation, tax planning, IRS tax representation, estate planning and bookkeeping.…
Joshua Davis, CFP®, Establishes Davis Private Wealth, LLC
Joshua Davis, a certified financial planner and investment management expert, is branching out in creating his own private establishment, Davis Private Wealth, LLC. The firm is dedicated to putting his clients’ interests first and provides an array of financial services…
Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year
Rising Capital Associates, a leading structured settlement purchaser and annuity buyer, is paying tribute to a top-achieving employee within the company. Jay Wehrenberg was recognized for helping out the most amount of customers in a single fiscal year. Jay worked…
Life Insurance Settlements, Inc. Provides Free Quotes and Consultations
Life Insurance Settlements, Inc., the leading broker of life insurance settlements in the United States, is providing free, no obligation quotes and consultations to prospects considering a life settlement. If a life insurance policy is no longer wanted, needed, or an individual…