Posts tagged Advisors
Robin Sherwood at the National Association of Personal Financial Advisors (NAPF) Named
0New Canaan, Connecticut (openPR) 9 October 2010
HTG Investment Advisors Inc., an investment firm, an independent consulting firm, is pleased to announce that Robin Sherwood, Principal and Chief HTG Compliance Officer, a member of the National Association of Personal Financial Advisors (NAPF) has recognized the nation ? largest organization for fee only financial planner.
NAPF membership is open exclusively to one? onlya fees? Consultant? namely, financial advisors who are directly paid by their customers. Fee Advisors receive no commissions or bonuses for recommending certain products. This distinction protects the interests of customers by ensuring that involved no monetary incentive to the consultant? S fiduciary responsibility. Following the philosophy of only fresh, sign all members of the group A bowl? S â? Fiduciary Oath? Undertake customersâ place? Interests first.
are also candidates NAPF rigorously by a peer review of a sample selected financial plan and, if possible, the training requirements to commit.
â? AI? m honored to part of an organization, so be on customer service, excellence in financial planning, and continuous learning, a dedicated? Robin Sherwood said. â? NAPFAâ? The mission reflects the philosophy of the first customers and high standards that our activities> HTG.â ????
â? The cup registered financial advisor designation is a real achievement, â? NAPF said President William Baldwin. â? We have recently surpassed 2,000 members and are always happy when we strengthen our ranks well-trained, dedicated financial advisor. We welcome Robin to NAPFA.â?â? NAPFAâ? s growth reflects the increasingly important, as is more qualified, objective, fee only financial advisor in building financial security for individuals and families, a theater piece? Said Tom wildebeest, CEO and Chief Investment Officer of HTG Investment Advisors. â? Wea? re delighted that Robin has won the cup Registered Financial Advisor designation and has an organization that promotes ethical and educational standards that we support our Industry.It? ?
About
Sherwood Robin
Robin Sherwood is a Principal Officer and Chief Compliance Officer of HTG Investment Advisors, Inc., a financial consulting firm based in New Canaan, Connecticut. In these roles, develops and implements financial plans on behalf of clients, mentoring junior consultants and take part in the overall management of the company.
Mrs. Sherwood
has experience over 20 years of financial planning and financial management. Prior to joining HTG in 2005, she worked 15 years as a financial consultant to Westbrook financial advisor, and as CFO at SmithKline Beckman. A Certified Financial Planner ® and NAPF registered financial advisor Mrs. Sherwood has an MBA in Finance from the Wharton School of Business at the University of Pennsylvania and a BA from Colby College.
About NAPF
Since 1983, when the National Association of Personal Financial Advisors as a financial planner does the act with some of the strictest guidelines possible for professional competency, comprehensive financial planning and reparation. With over 2200 members across the country, has become the main NAPF U.S. trade association for the promotion of financial planning fee only. For more information about bowl, please visit www.napfa.org.
About
HTG Investment Advisors, Inc.
HTG Investment Advisors is an independent advisory body firm for individual investors. Founded in 1993, HTG is a fee-based registered investment advisor, and operates under rules of the Securities and Exchange Commission (SEC). HTGâ? S professional staff serves more than 100 families and manages more than 0 million fortune.
HTGâ? Mission is to support individuals and families achieve their financial goals through expert advice and investment management through a network of financial planning. La firma? The goal is to exceed our customersâ? Expectations of competence, service and trust. For more information on HTG Investment Advisors, please visit www.htginvestmentadvisors.com.
>
clear = “all”
Destination wedding planner
Fiduciary Global Advisors, LLC launches OnTheGoInsure.Com a quick and easy for consumers to research and travel insurance and international medical
0Boca Raton, FL (openPR) 17 take in July 2006
In a time when travelers are more time-consuming, expensive and exotic travel and more bookings in advance, a company makes it easier for passengers and for their health and financial well-being protected. Fiduciary Global Advisors, LLC, an insurance company is an independent advisory body has to make the right mix of experience and business mix easier and faster to quality and international travel health insurance is to buy as well as economic.
With the introduction of
www.OnTheGoInsure.Com, world travelers and citizens, new immigrants in the United States, missionary, school and corporate groups can research and purchase comprehensive medical and travel insurance products from all over the world. The menu of insurance products offered includes about politics, the abolition of the existing condition and guaranteed deductibles from zero to 000 €. Other features include accidental death and dismemberment (AD & D) as a medical emergency coverage and claims and multilingual assistance center 24 hours a day, seven days a week.
? Our original goal was to improve the Todai? s are active senior travelers, who are increasingly aware that Medicare does not cover medical and hospital outside the United States, insuranceâ with a simple, fast and inexpensive way to buy at travel insurance? ? Said Global Trust Advisorsâ? President Robert Bent. â?? Then focused on the provision of health insurance solution for new immigrants in the United States, the parents of U.S. citizens for longer stays in the United States, come a? Includes? Mr. Bent said.
population dramatically increasing active seniors, increased access travel and the desire to explore, more seniors are to international destinations, which may or may not provide the quality of medical care in case of travel accident or sudden illness. If a traveler needs to return to the United States for medical treatment, the cost for a medical evacuation exceeds 000 EUR. In addition, travel and accommodation expenses for these trips often many months in advance and a sudden illness could force a last minute cancellation. Insurance Plans Global Advisors offers trustee protects the traveler’s financial misfortunes. The plans are cheap and not an increase in the price or terms that are used by some political and travel agencies offer Cruse lines.
Immigrants and visitors
United States are now confronted with many challenges, including the costs of medical care for their families. This is a special focus on immigrants from countries with national health insurance system like the United Kingdom, Germany and France, where they are not used to pay for medical services. Limit their financial exposure to both routine and emergency services and hospital services is a major issue, given the high costs of medical care in the United States. As a solution, Global Fiduciary Advisors affordable coverage for guaranteed issue periods between 1-12 months and will be extended for a maximum of five years.
More information about Global Trust Advisorsâ? full range of international insurance programs are available on the CompanyÂ? s website specializing in www.OnTheGoInsure.com.
P
###
clear = “all”
International Travel Health Insurance
Black Oak Realty Advisors and property Turnstone announced purchase of the Cape Inn Provincetown
0Black Oak Realty Advisors And Turnstone Property Announce Acquisition Of Provincetown’s Cape Inn
Black Oak Realty Advisors, a commercial real estate development company located in Burlington, MA, and a subsidiary of Finard Properties, today announced the acquisition of Cape Inn in Provincetown, MA in a joint venture with Turnstone Property for an undisclosed amount
Read more on PropertyandCasualty.com