Last month, the finance team came together to celebrate the retirement of our Chief Financial Officer, Marcia Wadsten, with a service project at Greater Lansing Food Bank. The team helped to sort food that will be distributed across the mid-Michigan area, supporting neighbors experiencing food insecurity, while also celebrating the tremendous impact of their colleague.
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The ultimate play - in business individually, winning as a team. Ready to join a winning team where every victory is shared? Let’s talk at 973-418-4841. #TeamworkWins #CornerstoneCulture #FinancialLiteracy #FinancialGoals #IncomeStrategies #RetirementPlanning
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The ultimate play - in business individually, winning as a team. Ready to join a winning team where every victory is shared? Let’s talk at 973-418-4841. #TeamworkWins #CornerstoneCulture #FinancialLiteracy #FinancialGoals #IncomeStrategies #RetirementPlanning
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Family Wealth Advisor, Financial Advisor, Senior Vice President at Graystone Consulting Green Bay, a business of Morgan Stanley
Congratulations to our Graystone Consulting Green Bay team on being named as a 2024 NAPA Top DC Advisor Team. Thank you to all of our team's clients for trusting them to take care of your employees. Rebecca McCormick, Jake J. Williquette, CFA, Hans Anderson, Melanie Graff CFP®, Thomas Peebles, Drew Cleereman, CFP®, CIMA®, Lori Harris, Renee S. Brusky and Nancy Loberger. @GraystoneConsultingGreenBay Disclosure: 2023 NAPA’s Top DC Advisor Teams Source: napa-net.org (March 2024) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31, 2023. https://lnkd.in/gGsuKzAt
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The best Christmas gifts are the ones we’ve had all year: a roof over our heads, food in the fridge, and family to enjoy it with. May the richness of gratitude be yours this Christmas! #AnchorWealthManagement #financialadvisor #wealthmanagement #retirementplanning #financialplanning #BeginYourJourney #Embark #AnchorintheNews #SmartAsset #SmartVestorPro
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Our team gathered on Saturday to celebrate the holiday season with joy and cheer. From all of us at North Texas Wealth Management we wish you and your loved ones a joyful holiday season! #FinancialAdvice #FinancialAdvisor #WealthManagement #WealthCreation #WealthPlanning
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Enjoy a stress-free Holiday Season while maintaining financial stability! Read Merlin Investor's tips 👇 https://lnkd.in/dSNKpynz #merlininvestor #financialstability
Managing the Financial Pressure of the Holiday Season
merlininvestor.com
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Celebrate the land of the free and the home of the brave this 4th of July! May your day be as bright as a firework and as joyful as a summer BBQ. Happy Fourth! #PerfectFinancialCalendar #JMBrown #MoneyManagement #RetirementGoals #FinancialFreedom #InvestmentManagement #FinancialAdvisors
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It's #ThrowbackThursday 🔙 Julie joined us as a client over eight years ago with one goal: to be able to retire at the age of 55. After spending time with our Company Director and Chartered Financial Planner, Sarah Hogan, Julie's dream became a reality as she successfully managed to retire just before her 55th birthday 🎂 Take a look at our short video, which shows how Sarah helped Julie turn complexity into simplicity for her financial planning and savings and achieve her financial goals🏆 #FinancialPlanning #RetireEarly #FinancialFreedom
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It's #ThrowbackThursday 🔙 Julie joined us as a client over eight years ago with one goal: to be able to retire at the age of 55. After spending time with our Company Director and Chartered Financial Planner, Sarah Hogan, Julie's dream became a reality as she successfully managed to retire just before her 55th birthday 🎂 Take a look at our short video, which shows how Sarah helped Julie turn complexity into simplicity for her financial planning and savings and achieve her financial goals🏆 #FinancialPlanning #RetireEarly #FinancialFreedom
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From all of us here at AIRE Advisors, we wish you and your family a very happy holiday season! May the new year bring you an abundance of joy, peace, and love. #HappyHolidays #HappyNewYear #AireAdvisors #WealthAdvisory #FinancialPlanning #RetirementPlanning #FinancialEmpowerment #EstatePlanning #HolisticFinance
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1moHappy retirement Marcia!!!