Wealth Strategies for All Market Conditions
When a widow inherited $5 million, she thought it was prudent to let a life insurance representative determine how to invest her money. Disappointed with the results, she turned to New York-based Cozzene Advisors for fresh ideas.
“We analyzed her portfolio and found the insurance salesman had put her in too many high-risk investments,” says Lewis Gelbman, MBA, RIA, RCB, principal of Cozzene Advisors. “We diversified the portfolio with an emphasis on managed futures. Now she is getting solid, consistent returns, with lower risk.” …Read More
Opportunistic Investing: Finding the
Intersection of Favorable Macro Conditions
and Attractive Valuations
Steven Kaczmarek is, to put it gently, unimpressed with the state of today’s economy. Slow economic growth is with us to stay, and that makes equities a less valuable investment than at any time in the past generation, Kaczmarek and his team believe. To them, it is essential in this environment to think outside the (style) box and invest opportunistically wherever favorable macro conditions and attractive valuations intersect. …Read More
Clients’ Core Values Guide Planning Process
When a financial plan is personally meaningful, clients are more motivated to succeed. So says Graef Financial Group founder Robert E. Graef, CFP®, ChFC®, CRPC®, whose mission is to help clients identify what they care about most and plan accordingly. Prior to establishing his own financial services firm in 2000, Graef spent nearly 20 years in the investment world; with his career move came an equally important transition. As skilled as Graef was at leveraging assets, the people who had worked hard for them—successful business owners, executives, professionals and retirees—would now be his principal focus. …Read More
Siller & Cohen Family Wealth Advisors
For the 10th consecutive year, a member of Siller & Cohen has been recognized by Barron’s as one of the top independent investment advisors in the country.
Helping our clients to identify and crystallize their financial goals and objectives – and then doing everything in our power to help them achieve those goals – is how we measure success. We are a boutique family wealth advisory firm that has been providing comprehensive financial solutions to high-net-worth families and business owners for 25 years. …Read More
BLS Eldercare Financial Solutions Is
an Invaluable Ally at a Tough Time
For many, the difficult day inevitably arrives with the news that an elderly loved one is about to be discharged from the hospital and the options seemingly range from bad to none.
This loved one might be somebody who needs home care and simply can’t afford that. It could be somebody who has run out of savings and must now leave an assisted living facility. Maybe this is a situation you, yourself, have worried about as family members age.
“I’d say 50 percent of the time, that’s when we get the call,” says Barbara Steinberg, founder of BLS Eldercare Financial Solutions, and a Registered Financial Gerontologist™. “These are crisis moments. We calm people down and show them a path for helping their …Read More
Prized Family Business Reaps Rewards
of Heartfelt Service
The Nicholas Pools Tradition Spans Generations
Theodora Sergiou never imagined herself where she is today: small-business owner, acting vice president and COO, a finalist for the 2012 New Jersey Monthly Leading Women Entrepreneurs Award. But in honoring and building upon her father’s legacy, she seems to have found her calling.
In 1969, building subcontractor Nicholas Christofi decided to start his own business building backyard swimming pools. In 1986, he and his wife, Flora, …Read More
Mixing Ancient Healing Practices
and High Technology
Wellness Interactive, Inc. Continues to Define a Dynamic Industry
“If it’s true that brain power is the new currency, then wellness is the new bank,” says Desiree Watson, CEO and president of New Jersey-based consulting firm Wellness Interactive, Inc. “Wellness Interactive is here to help people protect and improve their health so they can enjoy longer, more fulfilling lives.”
With products and services designed to keep people healthy, improve how they look and feel, and fend off the effects of aging, …Read More
Kopp Opens Doors
So You Can Close Sales
The Door Opener® Service
You’re good at what you do. Really good. All that’s keeping your business from total global domination is getting more initial meetings with prospects. You need a way to get in front of decision makers with money to spend.
Who ya gonna call? The Door Openers®.
Caryn Kopp’s Door Opener® Service has helped thousands of business owners and sales people secure initial meetings with high-level decision makers in almost every Fortune 500 company. Why do Kopp’s team of Door Openers® consistently get results when others can’t? Each Door Opener® has 10-15 years of business development experience and has previously been a corporate decision maker. They’ve experienced both sides of the desk and have the intuition to “feel” where …Read More
Firm Founder Brings
Unique Perspective and Skills to Wealth Management
Susan Michel was a teacher before she became a financial advisor and entrepreneur, and she’s still a teacher at heart. Her voice is soothing, her manner patient, as she talks about her firm, Glen Eagle Advisors, LLC, explains complicated financial concepts, or encourages clients to pursue their dreams.
Michel entered the financial services industry as an advisor in 1988. “Female financial advisors were rare at the time,” she says, “and I felt I had a unique perspective to offer.” After 24 years as an advisor, she still feels the same passion for working with her clients to achieve their financial success.
Michel founded Glen Eagle in 2003, and today presides over a team of 20 advisors in six states. The broker-dealer and registered investment advisory firm offers …Read More
World-Class Rapid Response Teams
in Critical Marketing Situations
Turning around a marketing crisis is the specialty of Consultants 2 Go. “Handling the panic call at 5:30 Friday afternoon is where we shine,” say company founders Sandi Webster and Peggy McHale.
“When everything is on the line and the deadline was yesterday, you can’t afford to have your distress call answered by anyone but the best,” explains Webster. “We’ve handpicked an elite group of marketing consultants with stellar academic credentials, a history of outstanding results in the U.S. and internationally, and the ability to respond quickly on a project or interim basis.”
Both former marketing executives for large corporations like American Express and AT&T, Webster and McHale launched Consultants 2 Go in 2002 to meet Fortune 500 …Read More